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 |
|---|---|---|---|---|---|
| Infrastructure Capital Advisors, LLC | 5,508 | $476.7K | 0.06% | +895+19.4% | Added |
| Intech Investment Management LLC | 5,590 | $483.8K | 0.00% | −2,947−34.5% | Reduced |
| Bokf, NA | 5,632 | $487.4K | 0.01% | −364−6.1% | Reduced |
| Manufacturers Life Insurance Company, The | 5,798 | $501.8K | 0.00% | −79−1.3% | Reduced |
| Squarepoint Ops LLC | 5,910 | $511.5K | 0.00% | −10,918−64.9% | Reduced |
| Janus Henderson Group PLC | 6,398 | $553.7K | 0.00% | −5,610−46.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 6,559 | $567.6K | 0.00% | −681−9.4% | Reduced |
| Illinois Municipal Retirement Fund | 6,576 | $569.1K | 0.01% | −252−3.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,824 | $590.6K | 0.00% | −442−6.1% | Reduced |
| State of Alaska, Department of Revenue | 6,860 | $592.0K | 0.01% | +63+0.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 6,929 | $599.7K | 0.00% | −6,983−50.2% | Reduced |
| Engineers Gate Manager LP | 6,944 | $601.0K | 0.01% | −8,315−54.5% | Reduced |
| Comerica Bank | 7,078 | $612.5K | 0.00% | +72+1.0% | Added |
| NewEdge Wealth, LLC | 6,975 | $626.6K | 0.01% | +850+13.9% | Added |
| XTX Topco Ltd | 7,537 | $652.3K | 0.03% | +3,719+97.4% | Added |
| MetLife Investment Management | 7,547 | $653.2K | 0.00% | +394+5.5% | Added |
| Globeflex Capital L P | 8,280 | $716.6K | 0.06% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 8,293 | $717.7K | 0.00% | −1,750−17.4% | Reduced |
| Wells Fargo & Company | 8,477 | $733.6K | 0.00% | +617+7.8% | Added |
| Intrust Bank NA | 8,488 | $734.6K | 0.07% | +60+0.7% | Added |
| Thrivent Financial for Lutherans | 8,497 | $735.0K | 0.00% | −512−5.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 8,745 | $756.8K | 0.00% | −25−0.3% | Reduced |
| Deutsche Bank AG | 9,123 | $789.6K | 0.00% | −125−1.4% | Reduced |
| KLP Kapitalforvaltning AS | 10,200 | $882.8K | 0.00% | −400−3.8% | Reduced |
| Wedge Capital Management L L P | 10,336 | $894.5K | 0.02% | +10.0% | Added |
| Unison Advisors LLC | 10,490 | $907.9K | 0.10% | +102+1.0% | Added |
| Gsa Capital Partners LLP | 10,518 | $910.0K | 0.06% | +4,107+64.1% | Added |
| SummerHaven Investment Management, LLC | 10,582 | $915.8K | 0.60% | +170+1.6% | Added |
| SEI Investments Co | 10,671 | $923.5K | 0.00% | −976−8.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,110 | $961.5K | 0.00% | +1,004+9.9% | Added |
| New York State Teachers Retirement System | 11,431 | $989.0K | 0.00% | −100−0.9% | Reduced |
| California State Teachers Retirement System | 11,906 | $1.03M | 0.00% | −134−1.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 11,921 | $1.03M | 0.04% | +3,380+39.6% | Added |
| Prudential Financial Inc | 12,112 | $1.05M | 0.00% | −1,670−12.1% | Reduced |
| Cubist Systematic Strategies, LLC | 12,665 | $1.10M | 0.01% | +12,128+2,258.5% | Added |
| Alliancebernstein L.P. | 13,315 | $1.15M | 0.00% | −485−3.5% | Reduced |
| Segall Bryant & Hamill, LLC | 13,578 | $1.18M | 0.02% | −37,608−73.5% | Reduced |
| Fisher Asset Management, LLC | 13,579 | $1.18M | 0.00% | +3,825+39.2% | Added |
| Envestnet Asset Management Inc | 13,581 | $1.18M | 0.00% | +187+1.4% | Added |
| Russell Investments Group, Ltd. | 14,055 | $1.22M | 0.00% | −370−2.6% | Reduced |
| Jump Financial, LLC | 14,225 | $1.23M | 0.02% | +8,505+148.7% | Added |
| Bridgeway Capital Management, LLC | 14,633 | $1.27M | 0.03% | −25,605−63.6% | Reduced |
| Pathstone Holdings, LLC | 14,740 | $1.28M | 0.01% | −955−6.1% | Reduced |
| Great West Life Assurance Co | 15,523 | $1.34M | 0.00% | −607−3.8% | Reduced |
| Quantbot Technologies LP | 15,919 | $1.38M | 0.04% | +3,825+31.6% | Added |
| Virginia Retirement Systems Et Al | 16,613 | $1.44M | 0.01% | −3,200−16.2% | Reduced |
| Tudor Investment Corp Et Al | 16,923 | $1.46M | 0.01% | −13,782−44.9% | Reduced |
| FMR LLC | 17,017 | $1.47M | 0.00% | −639−3.6% | Reduced |
| Rafferty Asset Management, LLC | 17,219 | $1.49M | 0.00% | +3,892+29.2% | Added |
| D. E. Shaw & Co., Inc. | 17,258 | $1.49M | 0.00% | −11,046−39.0% | Reduced |
| State of Wisconsin Investment Board | 18,818 | $1.63M | 0.00% | +18,818 | New |
| Qube Research & Technologies Ltd | 19,218 | $1.66M | 0.00% | −30,334−61.2% | Reduced |
| New York State Common Retirement Fund | 23,022 | $1.99M | 0.00% | −10,800−31.9% | Reduced |
| Citigroup Inc | 23,606 | $2.04M | 0.00% | −4,091−14.8% | Reduced |
| Swiss National Bank | 23,889 | $2.07M | 0.00% | −400−1.6% | Reduced |
| Susquehanna International Group, LLP | 24,009 | $2.08M | 0.00% | +421+1.8% | Added |
| Quest Partners LLC | 24,387 | $2.11M | 0.21% | +20,987+617.3% | Added |
| Royce & Associates LP | 25,459 | $2.20M | 0.02% | +255+1.0% | Added |
| Franklin Resources Inc | 28,417 | $2.46M | 0.00% | +336+1.2% | Added |
| AQR Capital Management LLC | 29,751 | $2.57M | 0.00% | −27,663−48.2% | Reduced |
| Federated Hermes, Inc. | 30,509 | $2.64M | 0.00% | −102−0.3% | Reduced |
| Barclays PLC | 32,114 | $2.78M | 0.00% | +11,706+57.4% | Added |
| Legal & General Group Plc | 33,400 | $2.89M | 0.00% | −322−1.0% | Reduced |
| Brandywine Global Investment Management, LLC | 33,479 | $2.90M | 0.02% | −1,300−3.7% | Reduced |
| UBS Asset Management Americas Inc | 36,041 | $3.12M | 0.00% | +10,110+39.0% | Added |
| Price T Rowe Associates Inc | 38,326 | $3.32M | 0.00% | +4,799+14.3% | Added |
| Jane Street Group, LLC | 39,366 | $3.41M | 0.01% | −27,062−40.7% | Reduced |
| Rhumbline Advisers | 40,388 | $3.50M | 0.00% | +206+0.5% | Added |
| Kestrel Investment Management Corp | 41,450 | $3.59M | 2.15% | −2,000−4.6% | Reduced |
| Winton Group Ltd | 42,116 | $3.64M | 0.19% | +28,835+217.1% | Added |
| Voloridge Investment Management, LLC | 43,441 | $3.76M | 0.01% | +2,267+5.5% | Added |
| Public Sector Pension Investment Board | 50,856 | $4.40M | 0.02% | +563+1.1% | Added |
| Ameriprise Financial Inc | 52,022 | $4.50M | 0.00% | −5,976−10.3% | Reduced |
| LSV Asset Management | 53,540 | $4.63M | 0.01% | −12,376−18.8% | Reduced |
| De Lisle Partners LLP | 54,679 | $4.73M | 0.67% | +1,500+2.8% | Added |
| Two Sigma Advisers, LP | 56,300 | $4.87M | 0.01% | +10,100+21.9% | Added |
| Numerai GP LLC | 57,936 | $5.01M | 0.72% | +50,612+691.0% | Added |
| Invesco Ltd. | 58,285 | $5.04M | 0.00% | −61,462−51.3% | Reduced |
| Bank of America Corp | 61,857 | $5.35M | 0.00% | +20,660+50.1% | Added |
| JPMorgan Chase & Co | 61,999 | $5.37M | 0.00% | −118,650−65.7% | Reduced |
| First Trust Advisors LP | 68,014 | $5.89M | 0.00% | −1,837−2.6% | Reduced |
| Maltese Capital Management LLC | 70,000 | $6.06M | 0.85% | −4,245−5.7% | Reduced |
| Principal Financial Group Inc | 70,600 | $6.11M | 0.00% | −1,937−2.7% | Reduced |
| ProShare Advisors LLC | 74,663 | $6.46M | 0.01% | −12,597−14.4% | Reduced |
| Citadel Advisors LLC | 76,617 | $6.63M | 0.01% | +54,032+239.2% | Added |
| Renaissance Technologies LLC | 76,655 | $6.63M | 0.01% | −8,700−10.2% | Reduced |
| Dana Investment Advisors, Inc. | 81,211 | $7.03M | 0.23% | −1,640−2.0% | Reduced |
| Royal Bank of Canada | 84,619 | $7.32M | 0.00% | −14,271−14.4% | Reduced |
| Two Sigma Investments, LP | 103,094 | $8.92M | 0.02% | +51,966+101.6% | Added |
| Stieven Capital Advisors, L.P. | 121,021 | $10.5M | 2.04% | +10,100+9.1% | Added |
| Phocas Financial Corp. | 127,541 | $11.0M | 1.59% | +190.0% | Added |
| Bank of New York Mellon Corp | 135,792 | $11.8M | 0.00% | −1,519−1.1% | Reduced |
| HSBC Holdings PLC | 146,435 | $12.7M | 0.01% | −81,741−35.8% | Reduced |
| Millennium Management LLC | 146,769 | $12.7M | 0.01% | +7,715+5.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 147,150 | $12.7M | 0.04% | +2,740+1.9% | Added |
| Goldman Sachs Group Inc | 149,900 | $13.0M | 0.00% | −12,143−7.5% | Reduced |
| Northern Trust Corp | 158,253 | $13.7M | 0.00% | −11,794−6.9% | Reduced |
| Kennedy Capital Management, Inc. | 173,807 | $15.0M | 0.36% | −3,592−2.0% | Reduced |
| UBS Group AG | 178,214 | $15.4M | 0.00% | −27,575−13.4% | Reduced |
| Morgan Stanley | 215,771 | $18.7M | 0.00% | +33,735+18.5% | Added |