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.
Q2 2025 vs. Q1 2025
How the institutions holding Preferred Bank changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Of which not filed for Q2 2025 | Q2 2025 | Change |
|---|---|---|---|---|
| Holders | 221 | 3 | 210 | −8 |
| Shares | 11.4M | 11.7K | 10.8M | −612.9K (−5.4%) |
| Value | $953.0M | $975.3K | $932.4M | −$19.6M (−2.1%) |
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (17)
Institutions that held Preferred Bank at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| State of Wisconsin Investment Board | 18,818 | $1.63M | 0.00% |
| Virtu Financial LLC | 3,069 | $266.0K | 0.01% |
| O'Shaughnessy Asset Management, LLC | 2,850 | $246.7K | 0.00% |
| Wealth Enhancement Advisory Services, LLC | 2,456 | $224.6K | 0.00% |
| Dynamic Technology Lab Private Ltd | 2,450 | $212.0K | 0.03% |
| Rexford Capital Inc | 1,480 | $128.1K | 0.11% |
| Clearstead Advisors, LLC | 367 | $31.8K | 0.00% |
| Simplex Trading, LLC | 196 | $16.0K | 0.00% |
| MAI Capital Management | 162 | $14.0K | 0.00% |
| IFP Advisors, Inc | 0 | $10.5K | 0.00% |
| Hantz Financial Services, Inc. | 70 | $6.00K | 0.00% |
| Quarry LP | 25 | $2.16K | 0.00% |
| Twin Peaks Wealth Advisors, LLC | 22 | $2.04K | 0.00% |
| Atlantic Trust, LLC | 5 | $433 | 0.00% |
| Jones Financial Companies LLLP | 5 | $432 | 0.00% |
| Essential Partners LLC | 3 | $260 | 0.00% |
| Horizon Investments, LLC | 3 | $258 | 0.00% |
Sold out (25)
Institutions that held Preferred Bank at the end of Q1 2025 and filed for Q2 2025 without it.
Not filed for Q2 2025 yet (3)
Institutions that held Preferred Bank at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Credit Agricole S A | 7,640 | $639.2K |
| Sheaff Brock Investment Advisors, LLC | 4,000 | $334.6K |
| Lindbrook Capital, LLC | 18 | $1.51K |