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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.

Institutional holdersQ1 2025: 221 institutions
Q1 2021: 133 institutionsQ2 2021: 130 institutionsQ3 2021: 128 institutionsQ4 2021: 145 institutionsQ1 2022: 163 institutionsQ2 2022: 160 institutionsQ3 2022: 157 institutionsQ4 2022: 177 institutionsQ1 2023: 174 institutionsQ2 2023: 169 institutionsQ3 2023: 186 institutionsQ4 2023: 195 institutionsQ1 2024: 195 institutionsQ2 2024: 209 institutionsQ3 2024: 216 institutionsQ4 2024: 220 institutionsQ1 2025: 221 institutionsQ2 2025: 210 institutionsQ3 2025: 213 institutionsQ4 2025: 219 institutionsQ1 2026: 207 institutionsQ2 2026: 229 institutions
Value heldQ1 2025: $953.0M
Q1 2021: $726.5MQ2 2021: $712.5MQ3 2021: $736.2MQ4 2021: $791.3MQ1 2022: $828.8MQ2 2022: $748.3MQ3 2022: $700.4MQ4 2022: $833.0MQ1 2023: $612.4MQ2 2023: $595.0MQ3 2023: $649.9MQ4 2023: $766.9MQ1 2024: $823.4MQ2 2024: $832.1MQ3 2024: $893.3MQ4 2024: $994.7MQ1 2025: $953.0MQ2 2025: $932.4MQ3 2025: $941.8MQ4 2025: $985.1MQ1 2026: $920.2MQ2 2026: $1.10B
Institutions holding PFBC and their total value by quarter
QuarterHoldersValue
Q2 2026229$1.10B
Q1 2026207$920.2M
Q4 2025219$985.1M
Q3 2025213$941.8M
Q2 2025210$932.4M
Q1 2025221$953.0M
Q4 2024220$994.7M
Q3 2024216$893.3M
Q2 2024209$832.1M
Q1 2024195$823.4M
Q4 2023195$766.9M
Q3 2023186$649.9M
Q2 2023169$595.0M
Q1 2023174$612.4M
Q4 2022177$833.0M
Q3 2022157$700.4M
Q2 2022160$748.3M
Q1 2022163$828.8M
Q4 2021145$791.3M
Q3 2021128$736.2M
Q2 2021130$712.5M
Q1 2021133$726.5M

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Preferred Bank; share changes are against Q4 2024.

Institutions holding PFBC in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
EverSource Wealth Advisors, LLC25$2.09K0.00%−7−21.9%Reduced
Bryn Mawr Trust Co25$2.09K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.22$1.84K0.00%−92−80.7%Reduced
Rothschild Investment LLC20$1.67K0.00%00.0%Unchanged
First Horizon Advisors, Inc.19$1.59K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC21$1.58K0.00%+21New
Farther Finance Advisors, LLC18$1.51K0.00%00.0%Unchanged
Lindbrook Capital, LLC18$1.51K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC14$1.20K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.13$1.09K0.00%−156−92.3%Reduced
Bruce G. Allen Investments, LLC12$1.00K0.00%00.0%Unchanged
Covestor Ltd9$1.00K0.00%−20−69.0%Reduced
Allworth Financial LP11$9460.00%00.0%Unchanged
Farmers & Merchants Investments Inc9$7530.00%00.0%Unchanged
Nisa Investment Advisors, LLC6$5020.00%00.0%Unchanged
Skopos Labs, Inc.2$1680.00%+2New
SBI Securities Co., Ltd.1$840.00%−5−83.3%Reduced
TFC Financial Management1$840.00%00.0%Unchanged
Larson Financial Group LLC1$840.00%00.0%Unchanged
Capital Advisors, Ltd. LLC4$00.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.4$00.00%+4New
Jefferies Financial Group Inc.0$00.00%−16,285−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−16,272−100.0%Sold out
Meritage Portfolio Management0$00.00%−14,729−100.0%Sold out
Militia Capital Partners, LP0$00.00%−5,000−100.0%Sold out
Virtus Investment Advisers, Inc.0$00.00%−4,238−100.0%Sold out
Scientech Research LLC0$00.00%−3,863−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−3,500−100.0%Sold out
Benjamin Edwards Inc0$00.00%−3,447−100.0%Sold out
SkyOak Wealth, LLC0$00.00%−3,249−100.0%Sold out
Savant Capital, LLC0$00.00%−3,221−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−2,793−100.0%Sold out
Wealth Enhancement Advisory Services, LLC0$00.00%−2,418−100.0%Sold out
Victory Capital Management Inc0$00.00%−2,372−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−2,354−100.0%Sold out
Virtu Financial LLC0$00.00%−2,351−100.0%Sold out
R Squared Ltd0$00.00%−750−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−439−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−359−100.0%Sold out
IFP Advisors, Inc0$00.00%−3−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
AlphaMark Advisors, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed