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 |
|---|---|---|---|---|---|
| Bokf, NA | 5,996 | $501.6K | 0.01% | +1,576+35.7% | Added |
| NewEdge Wealth, LLC | 6,125 | $512.4K | 0.01% | +931+17.9% | Added |
| Corebridge Financial, Inc. | 6,385 | $534.2K | 0.00% | −223−3.4% | Reduced |
| Gsa Capital Partners LLP | 6,411 | $536.0K | 0.05% | +487+8.2% | Added |
| State of Alaska, Department of Revenue | 6,797 | $568.0K | 0.01% | −238−3.4% | Reduced |
| Illinois Municipal Retirement Fund | 6,828 | $571.2K | 0.01% | +138+2.1% | Added |
| State Board of Administration of Florida Retirement System | 6,871 | $574.8K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 7,006 | $586.1K | 0.00% | −165−2.3% | Reduced |
| MetLife Investment Management | 7,153 | $598.4K | 0.00% | −142−1.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 7,240 | $605.7K | 0.00% | −8,302−53.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 7,266 | $607.9K | 0.00% | +202+2.9% | Added |
| Numerai GP LLC | 7,324 | $612.7K | 0.12% | +7,324 | New |
| Credit Agricole S A | 7,640 | $639.2K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 7,860 | $657.6K | 0.00% | +12+0.2% | Added |
| HighTower Advisors, LLC | 8,055 | $673.9K | 0.00% | −2,363−22.7% | Reduced |
| HRT Financial LP | 8,178 | $684.0K | 0.00% | +489+6.4% | Added |
| Los Angeles Capital Management LLC | 8,183 | $684.6K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 8,280 | $692.7K | 0.06% | +7,123+615.6% | Added |
| Intrust Bank NA | 8,428 | $705.1K | 0.07% | −407−4.6% | Reduced |
| Intech Investment Management LLC | 8,537 | $714.2K | 0.01% | +1,925+29.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 8,541 | $714.5K | 0.03% | +8,541 | New |
| Jacobs Levy Equity Management, Inc | 8,770 | $733.7K | 0.00% | +8,770 | New |
| Thrivent Financial for Lutherans | 9,009 | $754.0K | 0.00% | −577−6.0% | Reduced |
| Trexquant Investment LP | 9,103 | $761.6K | 0.01% | +2,034+28.8% | Added |
| Deutsche Bank AG | 9,248 | $773.7K | 0.00% | −27,118−74.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 9,488 | $793.8K | 0.00% | +2,724+40.3% | Added |
| Fisher Asset Management, LLC | 9,754 | $816.0K | 0.00% | −20.0% | Reduced |
| Ensign Peak Advisors, Inc | 10,043 | $840.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 10,106 | $848.7K | 0.00% | +1,130+12.6% | Added |
| Wedge Capital Management L L P | 10,335 | $864.6K | 0.02% | +1,320+14.6% | Added |
| Unison Advisors LLC | 10,388 | $869.1K | 0.11% | +81+0.8% | Added |
| SummerHaven Investment Management, LLC | 10,412 | $871.1K | 0.61% | +157+1.5% | Added |
| KLP Kapitalforvaltning AS | 10,600 | $886.8K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 10,104 | $896.7K | 0.17% | +10,104 | New |
| New York State Teachers Retirement System | 11,531 | $965.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 11,647 | $974.4K | 0.00% | +1,410+13.8% | Added |
| California State Teachers Retirement System | 12,040 | $1.01M | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 12,008 | $1.01M | 0.00% | −604−4.8% | Reduced |
| Quantbot Technologies LP | 12,094 | $1.01M | 0.03% | +6,806+128.7% | Added |
| Macquarie Group Ltd | 12,100 | $1.01M | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 12,888 | $1.08M | 0.00% | −1,546−10.7% | Reduced |
| Winton Group Ltd | 13,281 | $1.11M | 0.07% | −306−2.3% | Reduced |
| Rafferty Asset Management, LLC | 13,327 | $1.11M | 0.00% | −150−1.1% | Reduced |
| Envestnet Asset Management Inc | 13,394 | $1.12M | 0.00% | −432−3.1% | Reduced |
| Dark Forest Capital Management LP | 13,401 | $1.12M | 0.05% | +10,017+296.0% | Added |
| Picton Mahoney Asset Management | 13,408 | $1.12M | 0.04% | +12,858+2,337.8% | Added |
| Prudential Financial Inc | 13,782 | $1.15M | 0.00% | −605−4.2% | Reduced |
| Alliancebernstein L.P. | 13,800 | $1.15M | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 13,912 | $1.16M | 0.01% | −2,882−17.2% | Reduced |
| ExodusPoint Capital Management, LP | 14,086 | $1.18M | 0.02% | +9,586+213.0% | Added |
| Russell Investments Group, Ltd. | 14,425 | $1.21M | 0.00% | +554+4.0% | Added |
| Engineers Gate Manager LP | 15,259 | $1.28M | 0.02% | −277−1.8% | Reduced |
| Pathstone Holdings, LLC | 15,695 | $1.31M | 0.01% | −662−4.0% | Reduced |
| Great West Life Assurance Co | 16,130 | $1.35M | 0.00% | −1,866−10.4% | Reduced |
| Squarepoint Ops LLC | 16,828 | $1.41M | 0.00% | −4,433−20.9% | Reduced |
| FMR LLC | 17,656 | $1.48M | 0.00% | +10,300+140.0% | Added |
| Danske Bank A/S | 17,662 | $1.48M | 0.00% | +17,662 | New |
| Virginia Retirement Systems Et Al | 19,813 | $1.66M | 0.01% | +19,813 | New |
| Barclays PLC | 20,408 | $1.71M | 0.00% | −6,600−24.4% | Reduced |
| Citadel Advisors LLC | 22,585 | $1.89M | 0.00% | −19,322−46.1% | Reduced |
| Susquehanna International Group, LLP | 23,588 | $1.97M | 0.00% | +16,978+256.9% | Added |
| Swiss National Bank | 24,289 | $2.03M | 0.00% | −900−3.6% | Reduced |
| Royce & Associates LP | 25,204 | $2.11M | 0.02% | +381+1.5% | Added |
| Empowered Funds, LLC | 25,605 | $2.14M | 0.03% | −12,760−33.3% | Reduced |
| UBS Asset Management Americas Inc | 25,931 | $2.17M | 0.00% | +4,158+19.1% | Added |
| Citigroup Inc | 27,697 | $2.32M | 0.00% | −322−1.1% | Reduced |
| Franklin Resources Inc | 28,081 | $2.35M | 0.00% | −505−1.8% | Reduced |
| D. E. Shaw & Co., Inc. | 28,304 | $2.37M | 0.00% | +25,730+999.6% | Added |
| Federated Hermes, Inc. | 30,611 | $2.56M | 0.01% | −335−1.1% | Reduced |
| Tudor Investment Corp Et Al | 30,705 | $2.57M | 0.02% | +23,981+356.6% | Added |
| Price T Rowe Associates Inc | 33,527 | $2.81M | 0.00% | +270+0.8% | Added |
| Legal & General Group Plc | 33,722 | $2.82M | 0.00% | −1,342−3.8% | Reduced |
| New York State Common Retirement Fund | 33,822 | $2.83M | 0.00% | +7,600+29.0% | Added |
| Denali Advisors LLC | 34,113 | $2.85M | 0.32% | +26,313+337.3% | Added |
| Brandywine Global Investment Management, LLC | 34,779 | $2.91M | 0.02% | −1,310−3.6% | Reduced |
| Rhumbline Advisers | 40,182 | $3.36M | 0.00% | −1,738−4.1% | Reduced |
| Bridgeway Capital Management, LLC | 40,238 | $3.37M | 0.08% | −18,960−32.0% | Reduced |
| Voloridge Investment Management, LLC | 41,174 | $3.44M | 0.01% | +17,113+71.1% | Added |
| Bank of America Corp | 41,197 | $3.45M | 0.00% | +19,989+94.3% | Added |
| Kestrel Investment Management Corp | 43,450 | $3.64M | 2.22% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 46,200 | $3.87M | 0.01% | −300−0.6% | Reduced |
| Qube Research & Technologies Ltd | 49,552 | $4.15M | 0.01% | −14,558−22.7% | Reduced |
| Public Sector Pension Investment Board | 50,293 | $4.21M | 0.02% | +19,295+62.2% | Added |
| Two Sigma Investments, LP | 51,128 | $4.28M | 0.01% | +14,458+39.4% | Added |
| Segall Bryant & Hamill, LLC | 51,186 | $4.28M | 0.07% | −1,821−3.4% | Reduced |
| De Lisle Partners LLP | 53,179 | $4.45M | 0.74% | 00.0% | Unchanged |
| AQR Capital Management LLC | 57,414 | $4.80M | 0.00% | −31,361−35.3% | Reduced |
| Ameriprise Financial Inc | 57,998 | $4.85M | 0.00% | +1,728+3.1% | Added |
| LSV Asset Management | 65,916 | $5.51M | 0.01% | −67,145−50.5% | Reduced |
| Jane Street Group, LLC | 66,428 | $5.56M | 0.01% | +29,729+81.0% | Added |
| First Trust Advisors LP | 69,851 | $5.84M | 0.01% | −10,886−13.5% | Reduced |
| Principal Financial Group Inc | 72,537 | $6.07M | 0.00% | +2,007+2.8% | Added |
| Maltese Capital Management LLC | 74,245 | $6.21M | 1.01% | −9,833−11.7% | Reduced |
| Weiss Asset Management LP | 82,192 | $6.88M | 0.18% | −187−0.2% | Reduced |
| Dana Investment Advisors, Inc. | 82,851 | $6.93M | 0.25% | −2,270−2.7% | Reduced |
| Renaissance Technologies LLC | 85,355 | $7.14M | 0.01% | +13,400+18.6% | Added |
| ProShare Advisors LLC | 87,260 | $7.30M | 0.02% | +1,479+1.7% | Added |
| Royal Bank of Canada | 98,890 | $8.27M | 0.00% | −12,155−10.9% | Reduced |
| Stieven Capital Advisors, L.P. | 110,921 | $9.28M | 1.80% | +200+0.2% | Added |
| Invesco Ltd. | 119,747 | $10.0M | 0.00% | −3,686−3.0% | Reduced |