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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 4 | $0 | 0.00% | +4 | New |
| SBI Securities Co., Ltd. | 1 | $84 | 0.00% | −5−83.3% | Reduced |
| TFC Financial Management | 1 | $84 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $84 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2 | $168 | 0.00% | +2 | New |
| Nisa Investment Advisors, LLC | 6 | $502 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $753 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 11 | $946 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 9 | $1.00K | 0.00% | −20−69.0% | Reduced |
| Bruce G. Allen Investments, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 13 | $1.09K | 0.00% | −156−92.3% | Reduced |
| Glen Eagle Advisors, LLC | 14 | $1.20K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 18 | $1.51K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 18 | $1.51K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 21 | $1.58K | 0.00% | +21 | New |
| First Horizon Advisors, Inc. | 19 | $1.59K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $1.67K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 22 | $1.84K | 0.00% | −92−80.7% | Reduced |
| EverSource Wealth Advisors, LLC | 25 | $2.09K | 0.00% | −7−21.9% | Reduced |
| Bryn Mawr Trust Co | 25 | $2.09K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 30 | $2.51K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 30 | $2.51K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 85 | $7.00K | 0.00% | +65+325.0% | Added |
| Coldstream Capital Management Inc | 87 | $7.28K | 0.00% | +87 | New |
| True Wealth Design, LLC | 93 | $7.78K | 0.00% | +9+10.7% | Added |
| Northwestern Mutual Wealth Management Co | 95 | $7.95K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $8.20K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 102 | $9.00K | 0.00% | +102 | New |
| Versant Capital Management, Inc | 118 | $9.87K | 0.00% | +87+280.6% | Added |
| Fifth Third Bancorp | 147 | $12.3K | 0.00% | +25+20.5% | Added |
| Umb Bank N A | 169 | $14.1K | 0.00% | +16+10.5% | Added |
| Huntington National Bank | 189 | $15.8K | 0.00% | −1−0.5% | Reduced |
| Public Employees Retirement System of Ohio | 189 | $15.8K | 0.00% | +11+6.2% | Added |
| Quadrant Capital Group LLC | 237 | $19.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 292 | $24.4K | 0.00% | +292 | New |
| NBC Securities, Inc. | 302 | $25.0K | 0.00% | +302 | New |
| Tower Research Capital LLC (TRC) | 310 | $25.9K | 0.00% | +15+5.1% | Added |
| Smartleaf Asset Management LLC | 423 | $35.5K | 0.00% | −139−24.7% | Reduced |
| GAMMA Investing LLC | 441 | $36.9K | 0.00% | +56+14.5% | Added |
| US Bancorp | 537 | $44.9K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 537 | $45.0K | 0.00% | −14,340−96.4% | Reduced |
| Point72 (DIFC) Ltd | 553 | $46.2K | 0.00% | −1,423−72.0% | Reduced |
| Advisor Group Holdings, Inc. | 587 | $49.1K | 0.00% | −112−16.0% | Reduced |
| Meeder Asset Management Inc | 663 | $55.5K | 0.00% | +663 | New |
| Copeland Capital Management, LLC | 727 | $60.8K | 0.00% | +39+5.7% | Added |
| Massmutual Trust Co FSB | 796 | $66.6K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 914 | $76.0K | 0.00% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 999 | $83.6K | 0.06% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,194 | $99.9K | 0.01% | +18+1.5% | Added |
| The PNC Financial Services Group, Inc. | 1,210 | $101.2K | 0.00% | −17−1.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,331 | $111.4K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,030 | $169.8K | 0.00% | −6,743−76.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,425 | $202.9K | 0.00% | +1,075+79.6% | Added |
| Princeton Capital Management LLC | 2,500 | $209.2K | 0.07% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,517 | $210.6K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 2,712 | $226.9K | 0.00% | +2,712 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,714 | $227.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,779 | $232.0K | 0.00% | +269+10.7% | Added |
| Oregon Public Employees Retirement Fund | 2,822 | $236.1K | 0.00% | −140−4.7% | Reduced |
| Corton Capital Inc. | 2,842 | $237.8K | 0.79% | +2,842 | New |
| Verition Fund Management LLC | 2,855 | $238.8K | 0.00% | +2,855 | New |
| Keebeck Alpha, LP | 2,865 | $239.7K | 0.28% | +2,865 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,935 | $245.5K | 0.00% | +287+10.8% | Added |
| Raymond James Financial Inc | 3,106 | $259.8K | 0.00% | +3,106 | New |
| State of Tennessee, Treasury Department | 3,259 | $272.6K | 0.00% | −5,090−61.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 3,348 | $280.1K | 0.00% | −11,073−76.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,359 | $281.0K | 0.02% | −40−1.2% | Reduced |
| Quest Partners LLC | 3,400 | $284.4K | 0.03% | +738+27.7% | Added |
| Amalgamated Bank | 3,513 | $294.0K | 0.00% | −133−3.6% | Reduced |
| Voya Investment Management LLC | 3,573 | $298.9K | 0.00% | −446−11.1% | Reduced |
| Maryland State Retirement & Pension System | 3,579 | $299.4K | 0.01% | −609−14.5% | Reduced |
| Arizona State Retirement System | 3,584 | $299.8K | 0.00% | −142−3.8% | Reduced |
| Allianz Asset Management GmbH | 3,600 | $301.2K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 3,602 | $301.3K | 0.00% | −1,698−32.0% | Reduced |
| Mariner, LLC | 3,772 | $315.6K | 0.00% | +1,050+38.6% | Added |
| Sequoia Financial Advisors, LLC | 3,779 | $316.2K | 0.00% | −47−1.2% | Reduced |
| XTX Topco Ltd | 3,818 | $319.4K | 0.02% | −4,245−52.6% | Reduced |
| Two Sigma Securities, LLC | 3,836 | $320.9K | 0.05% | +341+9.8% | Added |
| Teacher Retirement System of Texas | 3,842 | $321.4K | 0.00% | +1,304+51.4% | Added |
| Mach-1 Financial Group, Inc. | 3,910 | $327.1K | 0.10% | +3,910 | New |
| Sheaff Brock Investment Advisors, LLC | 4,000 | $334.6K | 0.03% | 00.0% | Unchanged |
| Centiva Capital, LP | 4,049 | $338.7K | 0.02% | +1,696+72.1% | Added |
| Advisors Asset Management, Inc. | 4,149 | $347.1K | 0.01% | +768+22.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,332 | $362.4K | 0.01% | +834+23.8% | Added |
| Alps Advisors Inc | 4,380 | $366.4K | 0.00% | −50−1.1% | Reduced |
| Virtus ETF Advisers LLC | 4,411 | $369.0K | 0.24% | +4,411 | New |
| Yousif Capital Management, LLC | 4,568 | $382.2K | 0.00% | −135−2.9% | Reduced |
| Infrastructure Capital Advisors, LLC | 4,613 | $385.9K | 0.05% | +448+10.8% | Added |
| SG Americas Securities, LLC | 4,622 | $387.0K | 0.00% | −1,223−20.9% | Reduced |
| Sterling Capital Management LLC | 4,643 | $388.4K | 0.01% | −576−11.0% | Reduced |
| Amundi | 5,027 | $389.2K | 0.00% | −966−16.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,746 | $397.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 4,922 | $411.8K | 0.01% | +1,331+37.1% | Added |
| Quadrature Capital Ltd | 5,131 | $430.2K | 0.01% | +5,131 | New |
| Pitcairn Co | 5,221 | $436.8K | 0.03% | +49+0.9% | Added |
| Robeco Institutional Asset Management B.V. | 5,685 | $475.6K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 5,720 | $478.5K | 0.01% | −3,428−37.5% | Reduced |
| Louisiana State Employees Retirement System | 5,800 | $485.2K | 0.01% | −200−3.3% | Reduced |
| Manufacturers Life Insurance Company, The | 5,877 | $491.7K | 0.00% | +67+1.2% | Added |