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, Q2 2025
Institutional positions in Preferred Bank as of Jun 30, 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
- 210
- −8 vs. Q1 2025
- Shares held
- 10.8M
- −612.9K (−5.4%) vs. Q1 2025
- Total value
- $932.4M
- −$19.6M (−2.1%) vs. Q1 2025
- New holders
- 17
- 81 more added
- Sold out
- 25
- 91 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Preferred Bank; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,216,791 | $105.3M | 0.00% | −71,351−5.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,150,614 | $99.6M | 0.06% | +1,630+0.1% | Added |
| Vanguard Group Inc | 886,648 | $76.7M | 0.00% | −3,702−0.4% | Reduced |
| State Street Corp | 610,263 | $52.8M | 0.00% | +10,366+1.7% | Added |
| Dimensional Fund Advisors LP | 608,249 | $52.6M | 0.01% | −25,422−4.0% | Reduced |
| Boston Partners | 532,085 | $46.4M | 0.05% | +6,963+1.3% | Added |
| Charles Schwab Investment Management Inc | 485,683 | $42.0M | 0.01% | +10,658+2.2% | Added |
| Geode Capital Management, LLC | 372,081 | $32.2M | 0.00% | +4,896+1.3% | Added |
| Nuveen, LLC | 344,099 | $29.8M | 0.01% | −65,931−16.1% | Reduced |
| American Century Companies Inc | 291,858 | $25.3M | 0.01% | +34,796+13.5% | Added |
| Morgan Stanley | 215,771 | $18.7M | 0.00% | +33,735+18.5% | Added |
| UBS Group AG | 178,214 | $15.4M | 0.00% | −27,575−13.4% | Reduced |
| Kennedy Capital Management, Inc. | 173,807 | $15.0M | 0.36% | −3,592−2.0% | Reduced |
| Northern Trust Corp | 158,253 | $13.7M | 0.00% | −11,794−6.9% | Reduced |
| Goldman Sachs Group Inc | 149,900 | $13.0M | 0.00% | −12,143−7.5% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 147,150 | $12.7M | 0.04% | +2,740+1.9% | Added |
| Millennium Management LLC | 146,769 | $12.7M | 0.01% | +7,715+5.5% | Added |
| HSBC Holdings PLC | 146,435 | $12.7M | 0.01% | −81,741−35.8% | Reduced |
| Bank of New York Mellon Corp | 135,792 | $11.8M | 0.00% | −1,519−1.1% | Reduced |
| Phocas Financial Corp. | 127,541 | $11.0M | 1.59% | +190.0% | Added |
| Stieven Capital Advisors, L.P. | 121,021 | $10.5M | 2.04% | +10,100+9.1% | Added |
| Two Sigma Investments, LP | 103,094 | $8.92M | 0.02% | +51,966+101.6% | Added |
| Royal Bank of Canada | 84,619 | $7.32M | 0.00% | −14,271−14.4% | Reduced |
| Dana Investment Advisors, Inc. | 81,211 | $7.03M | 0.23% | −1,640−2.0% | Reduced |
| Renaissance Technologies LLC | 76,655 | $6.63M | 0.01% | −8,700−10.2% | Reduced |
| Citadel Advisors LLC | 76,617 | $6.63M | 0.01% | +54,032+239.2% | Added |
| ProShare Advisors LLC | 74,663 | $6.46M | 0.01% | −12,597−14.4% | Reduced |
| Principal Financial Group Inc | 70,600 | $6.11M | 0.00% | −1,937−2.7% | Reduced |
| Maltese Capital Management LLC | 70,000 | $6.06M | 0.85% | −4,245−5.7% | Reduced |
| First Trust Advisors LP | 68,014 | $5.89M | 0.00% | −1,837−2.6% | Reduced |
| JPMorgan Chase & Co | 61,999 | $5.37M | 0.00% | −118,650−65.7% | Reduced |
| Bank of America Corp | 61,857 | $5.35M | 0.00% | +20,660+50.1% | Added |
| Invesco Ltd. | 58,285 | $5.04M | 0.00% | −61,462−51.3% | Reduced |
| Numerai GP LLC | 57,936 | $5.01M | 0.72% | +50,612+691.0% | Added |
| Two Sigma Advisers, LP | 56,300 | $4.87M | 0.01% | +10,100+21.9% | Added |
| De Lisle Partners LLP | 54,679 | $4.73M | 0.67% | +1,500+2.8% | Added |
| LSV Asset Management | 53,540 | $4.63M | 0.01% | −12,376−18.8% | Reduced |
| Ameriprise Financial Inc | 52,022 | $4.50M | 0.00% | −5,976−10.3% | Reduced |
| Public Sector Pension Investment Board | 50,856 | $4.40M | 0.02% | +563+1.1% | Added |
| Voloridge Investment Management, LLC | 43,441 | $3.76M | 0.01% | +2,267+5.5% | Added |
| Winton Group Ltd | 42,116 | $3.64M | 0.19% | +28,835+217.1% | Added |
| Kestrel Investment Management Corp | 41,450 | $3.59M | 2.15% | −2,000−4.6% | Reduced |
| Rhumbline Advisers | 40,388 | $3.50M | 0.00% | +206+0.5% | Added |
| Jane Street Group, LLC | 39,366 | $3.41M | 0.01% | −27,062−40.7% | Reduced |
| Price T Rowe Associates Inc | 38,326 | $3.32M | 0.00% | +4,799+14.3% | Added |
| UBS Asset Management Americas Inc | 36,041 | $3.12M | 0.00% | +10,110+39.0% | Added |
| Brandywine Global Investment Management, LLC | 33,479 | $2.90M | 0.02% | −1,300−3.7% | Reduced |
| Legal & General Group Plc | 33,400 | $2.89M | 0.00% | −322−1.0% | Reduced |
| Barclays PLC | 32,114 | $2.78M | 0.00% | +11,706+57.4% | Added |
| Federated Hermes, Inc. | 30,509 | $2.64M | 0.00% | −102−0.3% | Reduced |
| AQR Capital Management LLC | 29,751 | $2.57M | 0.00% | −27,663−48.2% | Reduced |
| Franklin Resources Inc | 28,417 | $2.46M | 0.00% | +336+1.2% | Added |
| Royce & Associates LP | 25,459 | $2.20M | 0.02% | +255+1.0% | Added |
| Quest Partners LLC | 24,387 | $2.11M | 0.21% | +20,987+617.3% | Added |
| Susquehanna International Group, LLP | 24,009 | $2.08M | 0.00% | +421+1.8% | Added |
| Swiss National Bank | 23,889 | $2.07M | 0.00% | −400−1.6% | Reduced |
| Citigroup Inc | 23,606 | $2.04M | 0.00% | −4,091−14.8% | Reduced |
| New York State Common Retirement Fund | 23,022 | $1.99M | 0.00% | −10,800−31.9% | Reduced |
| Qube Research & Technologies Ltd | 19,218 | $1.66M | 0.00% | −30,334−61.2% | Reduced |
| State of Wisconsin Investment Board | 18,818 | $1.63M | 0.00% | +18,818 | New |
| D. E. Shaw & Co., Inc. | 17,258 | $1.49M | 0.00% | −11,046−39.0% | Reduced |
| Rafferty Asset Management, LLC | 17,219 | $1.49M | 0.00% | +3,892+29.2% | Added |
| FMR LLC | 17,017 | $1.47M | 0.00% | −639−3.6% | Reduced |
| Tudor Investment Corp Et Al | 16,923 | $1.46M | 0.01% | −13,782−44.9% | Reduced |
| Virginia Retirement Systems Et Al | 16,613 | $1.44M | 0.01% | −3,200−16.2% | Reduced |
| Quantbot Technologies LP | 15,919 | $1.38M | 0.04% | +3,825+31.6% | Added |
| Great West Life Assurance Co | 15,523 | $1.34M | 0.00% | −607−3.8% | Reduced |
| Pathstone Holdings, LLC | 14,740 | $1.28M | 0.01% | −955−6.1% | Reduced |
| Bridgeway Capital Management, LLC | 14,633 | $1.27M | 0.03% | −25,605−63.6% | Reduced |
| Jump Financial, LLC | 14,225 | $1.23M | 0.02% | +8,505+148.7% | Added |
| Russell Investments Group, Ltd. | 14,055 | $1.22M | 0.00% | −370−2.6% | Reduced |
| Envestnet Asset Management Inc | 13,581 | $1.18M | 0.00% | +187+1.4% | Added |
| Fisher Asset Management, LLC | 13,579 | $1.18M | 0.00% | +3,825+39.2% | Added |
| Segall Bryant & Hamill, LLC | 13,578 | $1.18M | 0.02% | −37,608−73.5% | Reduced |
| Alliancebernstein L.P. | 13,315 | $1.15M | 0.00% | −485−3.5% | Reduced |
| Cubist Systematic Strategies, LLC | 12,665 | $1.10M | 0.01% | +12,128+2,258.5% | Added |
| Prudential Financial Inc | 12,112 | $1.05M | 0.00% | −1,670−12.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 11,921 | $1.03M | 0.04% | +3,380+39.6% | Added |
| California State Teachers Retirement System | 11,906 | $1.03M | 0.00% | −134−1.1% | Reduced |
| New York State Teachers Retirement System | 11,431 | $989.0K | 0.00% | −100−0.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,110 | $961.5K | 0.00% | +1,004+9.9% | Added |
| SEI Investments Co | 10,671 | $923.5K | 0.00% | −976−8.4% | Reduced |
| SummerHaven Investment Management, LLC | 10,582 | $915.8K | 0.60% | +170+1.6% | Added |
| Gsa Capital Partners LLP | 10,518 | $910.0K | 0.06% | +4,107+64.1% | Added |
| Unison Advisors LLC | 10,490 | $907.9K | 0.10% | +102+1.0% | Added |
| Wedge Capital Management L L P | 10,336 | $894.5K | 0.02% | +10.0% | Added |
| KLP Kapitalforvaltning AS | 10,200 | $882.8K | 0.00% | −400−3.8% | Reduced |
| Deutsche Bank AG | 9,123 | $789.6K | 0.00% | −125−1.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 8,745 | $756.8K | 0.00% | −25−0.3% | Reduced |
| Thrivent Financial for Lutherans | 8,497 | $735.0K | 0.00% | −512−5.7% | Reduced |
| Intrust Bank NA | 8,488 | $734.6K | 0.07% | +60+0.7% | Added |
| Wells Fargo & Company | 8,477 | $733.6K | 0.00% | +617+7.8% | Added |
| Ensign Peak Advisors, Inc | 8,293 | $717.7K | 0.00% | −1,750−17.4% | Reduced |
| Globeflex Capital L P | 8,280 | $716.6K | 0.06% | 00.0% | Unchanged |
| MetLife Investment Management | 7,547 | $653.2K | 0.00% | +394+5.5% | Added |
| XTX Topco Ltd | 7,537 | $652.3K | 0.03% | +3,719+97.4% | Added |
| NewEdge Wealth, LLC | 6,975 | $626.6K | 0.01% | +850+13.9% | Added |
| Comerica Bank | 7,078 | $612.5K | 0.00% | +72+1.0% | Added |
| Engineers Gate Manager LP | 6,944 | $601.0K | 0.01% | −8,315−54.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 6,929 | $599.7K | 0.00% | −6,983−50.2% | Reduced |