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 |
|---|---|---|---|---|---|
| Hazlett, Burt & Watson, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $87 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $87 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3 | $258 | 0.00% | +3 | New |
| Essential Partners LLC | 3 | $260 | 0.00% | +3 | New |
| Jones Financial Companies LLLP | 5 | $432 | 0.00% | +5 | New |
| Atlantic Trust, LLC | 5 | $433 | 0.00% | +5 | New |
| Larson Financial Group LLC | 6 | $519 | 0.00% | +5+500.0% | Added |
| Farther Finance Advisors, LLC | 7 | $606 | 0.00% | −11−61.1% | Reduced |
| True Wealth Design, LLC | 9 | $779 | 0.00% | −84−90.3% | Reduced |
| Farmers & Merchants Investments Inc | 9 | $779 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 9 | $779 | 0.00% | +3+50.0% | Added |
| Bruce G. Allen Investments, LLC | 13 | $1.13K | 0.00% | +1+8.3% | Added |
| SRS Capital Advisors, Inc. | 13 | $1.13K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 14 | $1.25K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 21 | $1.82K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 22 | $1.90K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 22 | $2.04K | 0.00% | +22 | New |
| Bryn Mawr Trust Co | 25 | $2.16K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 25 | $2.16K | 0.00% | +25 | New |
| Fortitude Family Office, LLC | 30 | $2.60K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $2.60K | 0.00% | +10+50.0% | Added |
| Danske Bank A/S | 64 | $5.54K | 0.00% | −17,598−99.6% | Reduced |
| Hantz Financial Services, Inc. | 70 | $6.00K | 0.00% | +70 | New |
| Skopos Labs, Inc. | 72 | $6.23K | 0.00% | +70+3,500.0% | Added |
| Northwestern Mutual Wealth Management Co | 95 | $8.22K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $8.48K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 119 | $10.0K | 0.00% | +17+16.7% | Added |
| Bessemer Group Inc | 119 | $10.0K | 0.00% | +34+40.0% | Added |
| IFP Advisors, Inc | 0 | $10.5K | 0.00% | 0 | New |
| Fifth Third Bancorp | 123 | $10.6K | 0.00% | −24−16.3% | Reduced |
| Covestor Ltd | 136 | $12.0K | 0.01% | +127+1,411.1% | Added |
| Aster Capital Management (DIFC) Ltd | 159 | $13.8K | 0.00% | −9,945−98.4% | Reduced |
| MAI Capital Management | 162 | $14.0K | 0.00% | +162 | New |
| Umb Bank N A | 169 | $14.6K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 196 | $16.0K | 0.00% | +196 | New |
| Public Employees Retirement System of Ohio | 189 | $16.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 191 | $16.5K | 0.00% | +2+1.1% | Added |
| Versant Capital Management, Inc | 198 | $17.1K | 0.00% | +80+67.8% | Added |
| US Bancorp | 255 | $22.1K | 0.00% | −282−52.5% | Reduced |
| NBC Securities, Inc. | 302 | $26.0K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 301 | $26.0K | 0.00% | −252−45.6% | Reduced |
| Meeder Asset Management Inc | 326 | $28.2K | 0.00% | −337−50.8% | Reduced |
| EverSource Wealth Advisors, LLC | 331 | $28.6K | 0.00% | +306+1,224.0% | Added |
| Clearstead Advisors, LLC | 367 | $31.8K | 0.00% | +367 | New |
| Smartleaf Asset Management LLC | 428 | $37.0K | 0.00% | +5+1.2% | Added |
| GAMMA Investing LLC | 493 | $42.7K | 0.00% | +52+11.8% | Added |
| Advisor Group Holdings, Inc. | 603 | $52.2K | 0.00% | +16+2.7% | Added |
| Massmutual Trust Co FSB | 805 | $69.7K | 0.00% | +9+1.1% | Added |
| Copeland Capital Management, LLC | 845 | $73.1K | 0.00% | +118+16.2% | Added |
| The PNC Financial Services Group, Inc. | 1,154 | $99.9K | 0.00% | −56−4.6% | Reduced |
| Parkside Financial Bank & Trust | 1,245 | $107.8K | 0.01% | +51+4.3% | Added |
| GWM Advisors LLC | 1,316 | $113.9K | 0.00% | +1,024+350.7% | Added |
| Ameritas Investment Partners, Inc. | 1,331 | $115.2K | 0.00% | 00.0% | Unchanged |
| Rexford Capital Inc | 1,480 | $128.1K | 0.11% | +1,480 | New |
| Corton Capital Inc. | 2,338 | $202.3K | 0.24% | −504−17.7% | Reduced |
| CWM, LLC | 2,386 | $206.0K | 0.00% | −393−14.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,450 | $212.0K | 0.03% | +2,450 | New |
| Princeton Capital Management LLC | 2,500 | $216.4K | 0.06% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 2,456 | $224.6K | 0.00% | +2,456 | New |
| Oregon Public Employees Retirement Fund | 2,622 | $226.9K | 0.00% | −200−7.1% | Reduced |
| Verition Fund Management LLC | 2,678 | $231.8K | 0.00% | −177−6.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,714 | $234.9K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,831 | $245.0K | 0.00% | +314+12.5% | Added |
| O'Shaughnessy Asset Management, LLC | 2,850 | $246.7K | 0.00% | +2,850 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,967 | $256.8K | 0.00% | +32+1.1% | Added |
| Virtu Financial LLC | 3,069 | $266.0K | 0.01% | +3,069 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 3,148 | $272.4K | 0.00% | −200−6.0% | Reduced |
| State of Tennessee, Treasury Department | 3,259 | $282.1K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,336 | $289.0K | 0.00% | −177−5.0% | Reduced |
| SG Americas Securities, LLC | 3,381 | $293.0K | 0.00% | −1,241−26.8% | Reduced |
| Maryland State Retirement & Pension System | 3,396 | $293.9K | 0.01% | −183−5.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,417 | $295.7K | 0.02% | +58+1.7% | Added |
| Tower Research Capital LLC (TRC) | 3,417 | $295.7K | 0.01% | +3,107+1,002.3% | Added |
| Mariner, LLC | 3,430 | $296.9K | 0.00% | −342−9.1% | Reduced |
| Voya Investment Management LLC | 3,604 | $311.9K | 0.00% | +31+0.9% | Added |
| Teacher Retirement System of Texas | 3,640 | $315.0K | 0.00% | −202−5.3% | Reduced |
| Arizona State Retirement System | 3,652 | $316.1K | 0.00% | +68+1.9% | Added |
| Centiva Capital, LP | 3,688 | $319.2K | 0.02% | −361−8.9% | Reduced |
| Aquatic Capital Management LLC | 3,716 | $321.6K | 0.01% | −1,206−24.5% | Reduced |
| Sequoia Financial Advisors, LLC | 3,755 | $325.0K | 0.00% | −24−0.6% | Reduced |
| Raymond James Financial Inc | 3,837 | $332.1K | 0.00% | +731+23.5% | Added |
| Allworth Financial LP | 4,011 | $347.1K | 0.00% | +4,000+36,363.6% | Added |
| Advisors Asset Management, Inc. | 4,226 | $365.7K | 0.01% | +77+1.9% | Added |
| Yousif Capital Management, LLC | 4,343 | $375.9K | 0.00% | −225−4.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,360 | $378.0K | 0.00% | −386−8.1% | Reduced |
| Pitcairn Co | 4,400 | $380.8K | 0.02% | −821−15.7% | Reduced |
| Alps Advisors Inc | 4,434 | $383.7K | 0.00% | +54+1.2% | Added |
| Two Sigma Securities, LLC | 4,675 | $404.6K | 0.05% | +839+21.9% | Added |
| Macquarie Group Ltd | 4,700 | $407.0K | 0.00% | −7,400−61.2% | Reduced |
| Los Angeles Capital Management LLC | 4,723 | $408.8K | 0.00% | −3,460−42.3% | Reduced |
| Sterling Capital Management LLC | 4,760 | $412.0K | 0.01% | +117+2.5% | Added |
| Point72 Asset Management, L.P. | 4,869 | $421.4K | 0.00% | +1,267+35.2% | Added |
| Robeco Institutional Asset Management B.V. | 4,899 | $424.0K | 0.00% | −786−13.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,978 | $430.8K | 0.01% | +646+14.9% | Added |
| BNP Paribas Arbitrage, SA | 5,010 | $433.6K | 0.00% | +2,980+146.8% | Added |
| HRT Financial LP | 5,321 | $460.0K | 0.00% | −2,857−34.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,360 | $463.9K | 0.00% | −4,128−43.5% | Reduced |
| Louisiana State Employees Retirement System | 5,400 | $467.3K | 0.01% | −400−6.9% | Reduced |