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 |
|---|---|---|---|---|---|
| Phocas Financial Corp. | 127,522 | $10.7M | 1.64% | −7,363−5.5% | Reduced |
| Bank of New York Mellon Corp | 137,311 | $11.5M | 0.00% | −5,522−3.9% | Reduced |
| Millennium Management LLC | 139,054 | $11.6M | 0.01% | −8,648−5.9% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 144,410 | $12.1M | 0.04% | −15,030−9.4% | Reduced |
| Goldman Sachs Group Inc | 162,043 | $13.6M | 0.00% | −84,547−34.3% | Reduced |
| Northern Trust Corp | 170,047 | $14.2M | 0.00% | −5,127−2.9% | Reduced |
| Kennedy Capital Management, Inc. | 177,399 | $14.8M | 0.35% | +87,181+96.6% | Added |
| JPMorgan Chase & Co | 180,649 | $15.1M | 0.00% | −8,547−4.5% | Reduced |
| Morgan Stanley | 182,036 | $15.2M | 0.00% | −32,296−15.1% | Reduced |
| UBS Group AG | 205,789 | $17.2M | 0.00% | +2,621+1.3% | Added |
| HSBC Holdings PLC | 228,176 | $19.2M | 0.01% | −32,954−12.6% | Reduced |
| American Century Companies Inc | 257,062 | $21.5M | 0.01% | +57,434+28.8% | Added |
| Geode Capital Management, LLC | 367,185 | $30.7M | 0.00% | +7,160+2.0% | Added |
| Nuveen, LLC | 410,030 | $33.9M | 0.01% | +410,030 | New |
| Charles Schwab Investment Management Inc | 475,025 | $39.7M | 0.01% | +40,435+9.3% | Added |
| Boston Partners | 525,122 | $44.0M | 0.05% | −4,907−0.9% | Reduced |
| State Street Corp | 599,897 | $50.2M | 0.00% | −41,535−6.5% | Reduced |
| Dimensional Fund Advisors LP | 633,671 | $53.0M | 0.01% | −30,724−4.6% | Reduced |
| Vanguard Group Inc | 890,350 | $74.5M | 0.00% | +8,074+0.9% | Added |
| T. Rowe Price Investment Management, Inc. | 1,148,984 | $96.1M | 0.06% | +19,697+1.7% | Added |
| BlackRock, Inc. | 1,288,142 | $107.8M | 0.00% | −1,887−0.1% | Reduced |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −16,285−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −16,272−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −14,729−100.0% | Sold out |
| Militia Capital Partners, LP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −4,238−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −3,863−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −3,447−100.0% | Sold out |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −3,249−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −3,221−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −2,793−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −2,418−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −2,372−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −2,354−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,351−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −439−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −359−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| AlphaMark Advisors, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |