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.
Q1 2025 vs. Q4 2024
How the institutions holding Preferred Bank changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Of which not filed for Q1 2025 | Q1 2025 | Change |
|---|---|---|---|---|
| Holders | 220 | 3 | 221 | +4 |
| Shares | 11.5M | 468.8K | 11.4M | +349.8K (+3.2%) |
| Value | $994.7M | $40.5M | $953.0M | −$1.22M (−0.1%) |
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (23)
Institutions that held Preferred Bank at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Nuveen, LLC | 410,030 | $33.9M | 0.01% |
| Virginia Retirement Systems Et Al | 19,813 | $1.66M | 0.01% |
| Danske Bank A/S | 17,662 | $1.48M | 0.00% |
| Aster Capital Management (DIFC) Ltd | 10,104 | $896.7K | 0.17% |
| Jacobs Levy Equity Management, Inc | 8,770 | $733.7K | 0.00% |
| Hennion & Walsh Asset Management, Inc. | 8,541 | $714.5K | 0.03% |
| Numerai GP LLC | 7,324 | $612.7K | 0.12% |
| Quadrature Capital Ltd | 5,131 | $430.2K | 0.01% |
| Virtus ETF Advisers LLC | 4,411 | $369.0K | 0.24% |
| Mach-1 Financial Group, Inc. | 3,910 | $327.1K | 0.10% |
| Raymond James Financial Inc | 3,106 | $259.8K | 0.00% |
| Keebeck Alpha, LP | 2,865 | $239.7K | 0.28% |
| Verition Fund Management LLC | 2,855 | $238.8K | 0.00% |
| Corton Capital Inc. | 2,842 | $237.8K | 0.79% |
| CIBC World Markets Corp | 2,712 | $226.9K | 0.00% |
| Meeder Asset Management Inc | 663 | $55.5K | 0.00% |
| NBC Securities, Inc. | 302 | $25.0K | 0.00% |
| GWM Advisors LLC | 292 | $24.4K | 0.00% |
| Harbor Capital Advisors, Inc. | 102 | $9.00K | 0.00% |
| Coldstream Capital Management Inc | 87 | $7.28K | 0.00% |
| CIBC Private Wealth Group, LLC | 21 | $1.58K | 0.00% |
| Skopos Labs, Inc. | 2 | $168 | 0.00% |
| Hazlett, Burt & Watson, Inc. | 4 | $0 | 0.00% |
Sold out (19)
Institutions that held Preferred Bank at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Jefferies Financial Group Inc. | 16,285 | $1.41M |
| Exchange Traded Concepts, LLC | 16,272 | $1.41M |
| Meritage Portfolio Management | 14,729 | $1.27M |
| Militia Capital Partners, LP | 5,000 | $431.9K |
| Virtus Investment Advisers, Inc. | 4,238 | $366.1K |
| Scientech Research LLC | 3,863 | $333.7K |
| Schonfeld Strategic Advisors LLC | 3,500 | $302.3K |
| Benjamin Edwards Inc | 3,447 | $298.0K |
| SkyOak Wealth, LLC | 3,249 | $280.6K |
| Savant Capital, LLC | 3,221 | $278.2K |
| Campbell & CO Investment Adviser LLC | 2,793 | $241.3K |
| Wealth Enhancement Advisory Services, LLC | 2,418 | $208.9K |
| Victory Capital Management Inc | 2,372 | $204.9K |
| Brevan Howard Capital Management LP | 2,354 | $203.3K |
| Virtu Financial LLC | 2,351 | $203.0K |
| R Squared Ltd | 750 | $64.8K |
| Coppell Advisory Solutions LLC | 439 | $36.1K |
| Point72 Asia (Singapore) Pte. Ltd. | 359 | $31.0K |
| IFP Advisors, Inc | 3 | $259 |
Not filed for Q1 2025 yet (3)
Institutions that held Preferred Bank at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Nuveen Asset Management, LLC | 468,759 | $40.5M |
| AlphaMark Advisors, LLC | 17 | $1.00K |
| Global Retirement Partners, LLC | 2 | $173 |