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 |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 8,541 | $714.5K | 0.03% | +8,541 | New |
| Intech Investment Management LLC | 8,537 | $714.2K | 0.01% | +1,925+29.1% | Added |
| Intrust Bank NA | 8,428 | $705.1K | 0.07% | −407−4.6% | Reduced |
| Globeflex Capital L P | 8,280 | $692.7K | 0.06% | +7,123+615.6% | Added |
| Los Angeles Capital Management LLC | 8,183 | $684.6K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 8,178 | $684.0K | 0.00% | +489+6.4% | Added |
| HighTower Advisors, LLC | 8,055 | $673.9K | 0.00% | −2,363−22.7% | Reduced |
| Wells Fargo & Company | 7,860 | $657.6K | 0.00% | +12+0.2% | Added |
| Credit Agricole S A | 7,640 | $639.2K | 0.00% | 00.0% | Unchanged |
| Numerai GP LLC | 7,324 | $612.7K | 0.12% | +7,324 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 7,266 | $607.9K | 0.00% | +202+2.9% | Added |
| Arrowstreet Capital, Limited Partnership | 7,240 | $605.7K | 0.00% | −8,302−53.4% | Reduced |
| MetLife Investment Management | 7,153 | $598.4K | 0.00% | −142−1.9% | Reduced |
| Comerica Bank | 7,006 | $586.1K | 0.00% | −165−2.3% | Reduced |
| State Board of Administration of Florida Retirement System | 6,871 | $574.8K | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 6,828 | $571.2K | 0.01% | +138+2.1% | Added |
| State of Alaska, Department of Revenue | 6,797 | $568.0K | 0.01% | −238−3.4% | Reduced |
| Gsa Capital Partners LLP | 6,411 | $536.0K | 0.05% | +487+8.2% | Added |
| Corebridge Financial, Inc. | 6,385 | $534.2K | 0.00% | −223−3.4% | Reduced |
| NewEdge Wealth, LLC | 6,125 | $512.4K | 0.01% | +931+17.9% | Added |
| Bokf, NA | 5,996 | $501.6K | 0.01% | +1,576+35.7% | Added |
| Manufacturers Life Insurance Company, The | 5,877 | $491.7K | 0.00% | +67+1.2% | Added |
| Louisiana State Employees Retirement System | 5,800 | $485.2K | 0.01% | −200−3.3% | Reduced |
| Jump Financial, LLC | 5,720 | $478.5K | 0.01% | −3,428−37.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 5,685 | $475.6K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 5,221 | $436.8K | 0.03% | +49+0.9% | Added |
| Quadrature Capital Ltd | 5,131 | $430.2K | 0.01% | +5,131 | New |
| Aquatic Capital Management LLC | 4,922 | $411.8K | 0.01% | +1,331+37.1% | Added |
| Teachers Retirement System of the State of Kentucky | 4,746 | $397.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 5,027 | $389.2K | 0.00% | −966−16.1% | Reduced |
| Sterling Capital Management LLC | 4,643 | $388.4K | 0.01% | −576−11.0% | Reduced |
| SG Americas Securities, LLC | 4,622 | $387.0K | 0.00% | −1,223−20.9% | Reduced |
| Infrastructure Capital Advisors, LLC | 4,613 | $385.9K | 0.05% | +448+10.8% | Added |
| Yousif Capital Management, LLC | 4,568 | $382.2K | 0.00% | −135−2.9% | Reduced |
| Virtus ETF Advisers LLC | 4,411 | $369.0K | 0.24% | +4,411 | New |
| Alps Advisors Inc | 4,380 | $366.4K | 0.00% | −50−1.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,332 | $362.4K | 0.01% | +834+23.8% | Added |
| Advisors Asset Management, Inc. | 4,149 | $347.1K | 0.01% | +768+22.7% | Added |
| Centiva Capital, LP | 4,049 | $338.7K | 0.02% | +1,696+72.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 4,000 | $334.6K | 0.03% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 3,910 | $327.1K | 0.10% | +3,910 | New |
| Teacher Retirement System of Texas | 3,842 | $321.4K | 0.00% | +1,304+51.4% | Added |
| Two Sigma Securities, LLC | 3,836 | $320.9K | 0.05% | +341+9.8% | Added |
| XTX Topco Ltd | 3,818 | $319.4K | 0.02% | −4,245−52.6% | Reduced |
| Sequoia Financial Advisors, LLC | 3,779 | $316.2K | 0.00% | −47−1.2% | Reduced |
| Mariner, LLC | 3,772 | $315.6K | 0.00% | +1,050+38.6% | Added |
| Point72 Asset Management, L.P. | 3,602 | $301.3K | 0.00% | −1,698−32.0% | Reduced |
| Allianz Asset Management GmbH | 3,600 | $301.2K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 3,584 | $299.8K | 0.00% | −142−3.8% | Reduced |
| Maryland State Retirement & Pension System | 3,579 | $299.4K | 0.01% | −609−14.5% | Reduced |
| Voya Investment Management LLC | 3,573 | $298.9K | 0.00% | −446−11.1% | Reduced |
| Amalgamated Bank | 3,513 | $294.0K | 0.00% | −133−3.6% | Reduced |
| Quest Partners LLC | 3,400 | $284.4K | 0.03% | +738+27.7% | Added |
| Mount Yale Investment Advisors, LLC | 3,359 | $281.0K | 0.02% | −40−1.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 3,348 | $280.1K | 0.00% | −11,073−76.8% | Reduced |
| State of Tennessee, Treasury Department | 3,259 | $272.6K | 0.00% | −5,090−61.0% | Reduced |
| Raymond James Financial Inc | 3,106 | $259.8K | 0.00% | +3,106 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,935 | $245.5K | 0.00% | +287+10.8% | Added |
| Keebeck Alpha, LP | 2,865 | $239.7K | 0.28% | +2,865 | New |
| Verition Fund Management LLC | 2,855 | $238.8K | 0.00% | +2,855 | New |
| Corton Capital Inc. | 2,842 | $237.8K | 0.79% | +2,842 | New |
| Oregon Public Employees Retirement Fund | 2,822 | $236.1K | 0.00% | −140−4.7% | Reduced |
| CWM, LLC | 2,779 | $232.0K | 0.00% | +269+10.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,714 | $227.1K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 2,712 | $226.9K | 0.00% | +2,712 | New |
| Police & Firemen's Retirement System of New Jersey | 2,517 | $210.6K | 0.00% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 2,500 | $209.2K | 0.07% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,425 | $202.9K | 0.00% | +1,075+79.6% | Added |
| BNP Paribas Arbitrage, SA | 2,030 | $169.8K | 0.00% | −6,743−76.9% | Reduced |
| Ameritas Investment Partners, Inc. | 1,331 | $111.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,210 | $101.2K | 0.00% | −17−1.4% | Reduced |
| Parkside Financial Bank & Trust | 1,194 | $99.9K | 0.01% | +18+1.5% | Added |
| Palouse Capital Management, Inc. | 999 | $83.6K | 0.06% | 00.0% | Unchanged |
| KBC Group NV | 914 | $76.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 796 | $66.6K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 727 | $60.8K | 0.00% | +39+5.7% | Added |
| Meeder Asset Management Inc | 663 | $55.5K | 0.00% | +663 | New |
| Advisor Group Holdings, Inc. | 587 | $49.1K | 0.00% | −112−16.0% | Reduced |
| Point72 (DIFC) Ltd | 553 | $46.2K | 0.00% | −1,423−72.0% | Reduced |
| Cubist Systematic Strategies, LLC | 537 | $45.0K | 0.00% | −14,340−96.4% | Reduced |
| US Bancorp | 537 | $44.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 441 | $36.9K | 0.00% | +56+14.5% | Added |
| Smartleaf Asset Management LLC | 423 | $35.5K | 0.00% | −139−24.7% | Reduced |
| Tower Research Capital LLC (TRC) | 310 | $25.9K | 0.00% | +15+5.1% | Added |
| NBC Securities, Inc. | 302 | $25.0K | 0.00% | +302 | New |
| GWM Advisors LLC | 292 | $24.4K | 0.00% | +292 | New |
| Quadrant Capital Group LLC | 237 | $19.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| Umb Bank N A | 169 | $14.1K | 0.00% | +16+10.5% | Added |
| Fifth Third Bancorp | 147 | $12.3K | 0.00% | +25+20.5% | Added |
| Versant Capital Management, Inc | 118 | $9.87K | 0.00% | +87+280.6% | Added |
| Harbor Capital Advisors, Inc. | 102 | $9.00K | 0.00% | +102 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $8.20K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 95 | $7.95K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 93 | $7.78K | 0.00% | +9+10.7% | Added |
| Coldstream Capital Management Inc | 87 | $7.28K | 0.00% | +87 | New |
| Bessemer Group Inc | 85 | $7.00K | 0.00% | +65+325.0% | Added |
| Mather Group, LLC. | 30 | $2.51K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 30 | $2.51K | 0.00% | 00.0% | Unchanged |