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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 291,858 | $25.3M | 0.01% | +34,796+13.5% | Added |
| Nuveen, LLC | 344,099 | $29.8M | 0.01% | −65,931−16.1% | Reduced |
| Geode Capital Management, LLC | 372,081 | $32.2M | 0.00% | +4,896+1.3% | Added |
| Charles Schwab Investment Management Inc | 485,683 | $42.0M | 0.01% | +10,658+2.2% | Added |
| Boston Partners | 532,085 | $46.4M | 0.05% | +6,963+1.3% | Added |
| Dimensional Fund Advisors LP | 608,249 | $52.6M | 0.01% | −25,422−4.0% | Reduced |
| State Street Corp | 610,263 | $52.8M | 0.00% | +10,366+1.7% | Added |
| Vanguard Group Inc | 886,648 | $76.7M | 0.00% | −3,702−0.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,150,614 | $99.6M | 0.06% | +1,630+0.1% | Added |
| BlackRock, Inc. | 1,216,791 | $105.3M | 0.00% | −71,351−5.5% | Reduced |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −82,192−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −34,113−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −25,605−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −14,086−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −13,408−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −13,401−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −12,888−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −9,103−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −8,055−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −6,871−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −6,385−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,131−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −5,027−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −4,411−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −3,910−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −2,865−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −2,712−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −2,425−100.0% | Sold out |
| Palouse Capital Management, Inc. | 0 | $0 | 0.00% | −999−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −914−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −237−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Credit Agricole S A | – | – | – | – | Not filed |
| Sheaff Brock Investment Advisors, LLC | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |