Preferred Bank
PFBC- Exchange
- Nasdaq
- SEC CIK
- 0001492165
No open-market purchases or sales by Preferred Bank insiders were filed in the last 90 days; 229 institutions reported holding it in 13F filings for Q2 2026, worth $1.10B in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Preferred Bank as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 221
- +4 vs. Q4 2024
- Shares held
- 11.4M
- +349.8K (+3.2%) vs. Q4 2024
- Total value
- $953.0M
- −$1.22M (−0.1%) vs. Q4 2024
- New holders
- 23
- 71 more added
- Sold out
- 19
- 86 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PFBC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 229 | $1.10B |
| Q1 2026 | 207 | $920.2M |
| Q4 2025 | 219 | $985.1M |
| Q3 2025 | 213 | $941.8M |
| Q2 2025 | 210 | $932.4M |
| Q1 2025 | 221 | $953.0M |
| Q4 2024 | 220 | $994.7M |
| Q3 2024 | 216 | $893.3M |
| Q2 2024 | 209 | $832.1M |
| Q1 2024 | 195 | $823.4M |
| Q4 2023 | 195 | $766.9M |
| Q3 2023 | 186 | $649.9M |
| Q2 2023 | 169 | $595.0M |
| Q1 2023 | 174 | $612.4M |
| Q4 2022 | 177 | $833.0M |
| Q3 2022 | 157 | $700.4M |
| Q2 2022 | 160 | $748.3M |
| Q1 2022 | 163 | $828.8M |
| Q4 2021 | 145 | $791.3M |
| Q3 2021 | 128 | $736.2M |
| Q2 2021 | 130 | $712.5M |
| Q1 2021 | 133 | $726.5M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Preferred Bank; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,288,142 | $107.8M | 0.00% | −1,887−0.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,148,984 | $96.1M | 0.06% | +19,697+1.7% | Added |
| Vanguard Group Inc | 890,350 | $74.5M | 0.00% | +8,074+0.9% | Added |
| Dimensional Fund Advisors LP | 633,671 | $53.0M | 0.01% | −30,724−4.6% | Reduced |
| State Street Corp | 599,897 | $50.2M | 0.00% | −41,535−6.5% | Reduced |
| Boston Partners | 525,122 | $44.0M | 0.05% | −4,907−0.9% | Reduced |
| Charles Schwab Investment Management Inc | 475,025 | $39.7M | 0.01% | +40,435+9.3% | Added |
| Nuveen, LLC | 410,030 | $33.9M | 0.01% | +410,030 | New |
| Geode Capital Management, LLC | 367,185 | $30.7M | 0.00% | +7,160+2.0% | Added |
| American Century Companies Inc | 257,062 | $21.5M | 0.01% | +57,434+28.8% | Added |
| HSBC Holdings PLC | 228,176 | $19.2M | 0.01% | −32,954−12.6% | Reduced |
| UBS Group AG | 205,789 | $17.2M | 0.00% | +2,621+1.3% | Added |
| Morgan Stanley | 182,036 | $15.2M | 0.00% | −32,296−15.1% | Reduced |
| JPMorgan Chase & Co | 180,649 | $15.1M | 0.00% | −8,547−4.5% | Reduced |
| Kennedy Capital Management, Inc. | 177,399 | $14.8M | 0.35% | +87,181+96.6% | Added |
| Northern Trust Corp | 170,047 | $14.2M | 0.00% | −5,127−2.9% | Reduced |
| Goldman Sachs Group Inc | 162,043 | $13.6M | 0.00% | −84,547−34.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 144,410 | $12.1M | 0.04% | −15,030−9.4% | Reduced |
| Millennium Management LLC | 139,054 | $11.6M | 0.01% | −8,648−5.9% | Reduced |
| Bank of New York Mellon Corp | 137,311 | $11.5M | 0.00% | −5,522−3.9% | Reduced |
| Phocas Financial Corp. | 127,522 | $10.7M | 1.64% | −7,363−5.5% | Reduced |
| Invesco Ltd. | 119,747 | $10.0M | 0.00% | −3,686−3.0% | Reduced |
| Stieven Capital Advisors, L.P. | 110,921 | $9.28M | 1.80% | +200+0.2% | Added |
| Royal Bank of Canada | 98,890 | $8.27M | 0.00% | −12,155−10.9% | Reduced |
| ProShare Advisors LLC | 87,260 | $7.30M | 0.02% | +1,479+1.7% | Added |
| Renaissance Technologies LLC | 85,355 | $7.14M | 0.01% | +13,400+18.6% | Added |
| Dana Investment Advisors, Inc. | 82,851 | $6.93M | 0.25% | −2,270−2.7% | Reduced |
| Weiss Asset Management LP | 82,192 | $6.88M | 0.18% | −187−0.2% | Reduced |
| Maltese Capital Management LLC | 74,245 | $6.21M | 1.01% | −9,833−11.7% | Reduced |
| Principal Financial Group Inc | 72,537 | $6.07M | 0.00% | +2,007+2.8% | Added |
| First Trust Advisors LP | 69,851 | $5.84M | 0.01% | −10,886−13.5% | Reduced |
| Jane Street Group, LLC | 66,428 | $5.56M | 0.01% | +29,729+81.0% | Added |
| LSV Asset Management | 65,916 | $5.51M | 0.01% | −67,145−50.5% | Reduced |
| Ameriprise Financial Inc | 57,998 | $4.85M | 0.00% | +1,728+3.1% | Added |
| AQR Capital Management LLC | 57,414 | $4.80M | 0.00% | −31,361−35.3% | Reduced |
| De Lisle Partners LLP | 53,179 | $4.45M | 0.74% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 51,186 | $4.28M | 0.07% | −1,821−3.4% | Reduced |
| Two Sigma Investments, LP | 51,128 | $4.28M | 0.01% | +14,458+39.4% | Added |
| Public Sector Pension Investment Board | 50,293 | $4.21M | 0.02% | +19,295+62.2% | Added |
| Qube Research & Technologies Ltd | 49,552 | $4.15M | 0.01% | −14,558−22.7% | Reduced |
| Two Sigma Advisers, LP | 46,200 | $3.87M | 0.01% | −300−0.6% | Reduced |
| Kestrel Investment Management Corp | 43,450 | $3.64M | 2.22% | 00.0% | Unchanged |
| Bank of America Corp | 41,197 | $3.45M | 0.00% | +19,989+94.3% | Added |
| Voloridge Investment Management, LLC | 41,174 | $3.44M | 0.01% | +17,113+71.1% | Added |
| Bridgeway Capital Management, LLC | 40,238 | $3.37M | 0.08% | −18,960−32.0% | Reduced |
| Rhumbline Advisers | 40,182 | $3.36M | 0.00% | −1,738−4.1% | Reduced |
| Brandywine Global Investment Management, LLC | 34,779 | $2.91M | 0.02% | −1,310−3.6% | Reduced |
| Denali Advisors LLC | 34,113 | $2.85M | 0.32% | +26,313+337.3% | Added |
| New York State Common Retirement Fund | 33,822 | $2.83M | 0.00% | +7,600+29.0% | Added |
| Legal & General Group Plc | 33,722 | $2.82M | 0.00% | −1,342−3.8% | Reduced |
| Price T Rowe Associates Inc | 33,527 | $2.81M | 0.00% | +270+0.8% | Added |
| Tudor Investment Corp Et Al | 30,705 | $2.57M | 0.02% | +23,981+356.6% | Added |
| Federated Hermes, Inc. | 30,611 | $2.56M | 0.01% | −335−1.1% | Reduced |
| D. E. Shaw & Co., Inc. | 28,304 | $2.37M | 0.00% | +25,730+999.6% | Added |
| Franklin Resources Inc | 28,081 | $2.35M | 0.00% | −505−1.8% | Reduced |
| Citigroup Inc | 27,697 | $2.32M | 0.00% | −322−1.1% | Reduced |
| UBS Asset Management Americas Inc | 25,931 | $2.17M | 0.00% | +4,158+19.1% | Added |
| Empowered Funds, LLC | 25,605 | $2.14M | 0.03% | −12,760−33.3% | Reduced |
| Royce & Associates LP | 25,204 | $2.11M | 0.02% | +381+1.5% | Added |
| Swiss National Bank | 24,289 | $2.03M | 0.00% | −900−3.6% | Reduced |
| Susquehanna International Group, LLP | 23,588 | $1.97M | 0.00% | +16,978+256.9% | Added |
| Citadel Advisors LLC | 22,585 | $1.89M | 0.00% | −19,322−46.1% | Reduced |
| Barclays PLC | 20,408 | $1.71M | 0.00% | −6,600−24.4% | Reduced |
| Virginia Retirement Systems Et Al | 19,813 | $1.66M | 0.01% | +19,813 | New |
| Danske Bank A/S | 17,662 | $1.48M | 0.00% | +17,662 | New |
| FMR LLC | 17,656 | $1.48M | 0.00% | +10,300+140.0% | Added |
| Squarepoint Ops LLC | 16,828 | $1.41M | 0.00% | −4,433−20.9% | Reduced |
| Great West Life Assurance Co | 16,130 | $1.35M | 0.00% | −1,866−10.4% | Reduced |
| Pathstone Holdings, LLC | 15,695 | $1.31M | 0.01% | −662−4.0% | Reduced |
| Engineers Gate Manager LP | 15,259 | $1.28M | 0.02% | −277−1.8% | Reduced |
| Russell Investments Group, Ltd. | 14,425 | $1.21M | 0.00% | +554+4.0% | Added |
| ExodusPoint Capital Management, LP | 14,086 | $1.18M | 0.02% | +9,586+213.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 13,912 | $1.16M | 0.01% | −2,882−17.2% | Reduced |
| Alliancebernstein L.P. | 13,800 | $1.15M | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 13,782 | $1.15M | 0.00% | −605−4.2% | Reduced |
| Picton Mahoney Asset Management | 13,408 | $1.12M | 0.04% | +12,858+2,337.8% | Added |
| Dark Forest Capital Management LP | 13,401 | $1.12M | 0.05% | +10,017+296.0% | Added |
| Envestnet Asset Management Inc | 13,394 | $1.12M | 0.00% | −432−3.1% | Reduced |
| Rafferty Asset Management, LLC | 13,327 | $1.11M | 0.00% | −150−1.1% | Reduced |
| Winton Group Ltd | 13,281 | $1.11M | 0.07% | −306−2.3% | Reduced |
| Balyasny Asset Management LLC | 12,888 | $1.08M | 0.00% | −1,546−10.7% | Reduced |
| Macquarie Group Ltd | 12,100 | $1.01M | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 12,094 | $1.01M | 0.03% | +6,806+128.7% | Added |
| Janus Henderson Group PLC | 12,008 | $1.01M | 0.00% | −604−4.8% | Reduced |
| California State Teachers Retirement System | 12,040 | $1.01M | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 11,647 | $974.4K | 0.00% | +1,410+13.8% | Added |
| New York State Teachers Retirement System | 11,531 | $965.0K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 10,104 | $896.7K | 0.17% | +10,104 | New |
| KLP Kapitalforvaltning AS | 10,600 | $886.8K | 0.00% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 10,412 | $871.1K | 0.61% | +157+1.5% | Added |
| Unison Advisors LLC | 10,388 | $869.1K | 0.11% | +81+0.8% | Added |
| Wedge Capital Management L L P | 10,335 | $864.6K | 0.02% | +1,320+14.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,106 | $848.7K | 0.00% | +1,130+12.6% | Added |
| Ensign Peak Advisors, Inc | 10,043 | $840.2K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 9,754 | $816.0K | 0.00% | −20.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 9,488 | $793.8K | 0.00% | +2,724+40.3% | Added |
| Deutsche Bank AG | 9,248 | $773.7K | 0.00% | −27,118−74.6% | Reduced |
| Trexquant Investment LP | 9,103 | $761.6K | 0.01% | +2,034+28.8% | Added |
| Thrivent Financial for Lutherans | 9,009 | $754.0K | 0.00% | −577−6.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 8,770 | $733.7K | 0.00% | +8,770 | New |