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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 6,860 | $592.0K | 0.01% | +63+0.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 6,824 | $590.6K | 0.00% | −442−6.1% | Reduced |
| Illinois Municipal Retirement Fund | 6,576 | $569.1K | 0.01% | −252−3.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 6,559 | $567.6K | 0.00% | −681−9.4% | Reduced |
| Janus Henderson Group PLC | 6,398 | $553.7K | 0.00% | −5,610−46.7% | Reduced |
| Squarepoint Ops LLC | 5,910 | $511.5K | 0.00% | −10,918−64.9% | Reduced |
| Manufacturers Life Insurance Company, The | 5,798 | $501.8K | 0.00% | −79−1.3% | Reduced |
| Bokf, NA | 5,632 | $487.4K | 0.01% | −364−6.1% | Reduced |
| Intech Investment Management LLC | 5,590 | $483.8K | 0.00% | −2,947−34.5% | Reduced |
| Infrastructure Capital Advisors, LLC | 5,508 | $476.7K | 0.06% | +895+19.4% | Added |
| Louisiana State Employees Retirement System | 5,400 | $467.3K | 0.01% | −400−6.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,360 | $463.9K | 0.00% | −4,128−43.5% | Reduced |
| HRT Financial LP | 5,321 | $460.0K | 0.00% | −2,857−34.9% | Reduced |
| BNP Paribas Arbitrage, SA | 5,010 | $433.6K | 0.00% | +2,980+146.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,978 | $430.8K | 0.01% | +646+14.9% | Added |
| Robeco Institutional Asset Management B.V. | 4,899 | $424.0K | 0.00% | −786−13.8% | Reduced |
| Point72 Asset Management, L.P. | 4,869 | $421.4K | 0.00% | +1,267+35.2% | Added |
| Sterling Capital Management LLC | 4,760 | $412.0K | 0.01% | +117+2.5% | Added |
| Los Angeles Capital Management LLC | 4,723 | $408.8K | 0.00% | −3,460−42.3% | Reduced |
| Macquarie Group Ltd | 4,700 | $407.0K | 0.00% | −7,400−61.2% | Reduced |
| Two Sigma Securities, LLC | 4,675 | $404.6K | 0.05% | +839+21.9% | Added |
| Alps Advisors Inc | 4,434 | $383.7K | 0.00% | +54+1.2% | Added |
| Pitcairn Co | 4,400 | $380.8K | 0.02% | −821−15.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,360 | $378.0K | 0.00% | −386−8.1% | Reduced |
| Yousif Capital Management, LLC | 4,343 | $375.9K | 0.00% | −225−4.9% | Reduced |
| Advisors Asset Management, Inc. | 4,226 | $365.7K | 0.01% | +77+1.9% | Added |
| Allworth Financial LP | 4,011 | $347.1K | 0.00% | +4,000+36,363.6% | Added |
| Raymond James Financial Inc | 3,837 | $332.1K | 0.00% | +731+23.5% | Added |
| Sequoia Financial Advisors, LLC | 3,755 | $325.0K | 0.00% | −24−0.6% | Reduced |
| Aquatic Capital Management LLC | 3,716 | $321.6K | 0.01% | −1,206−24.5% | Reduced |
| Centiva Capital, LP | 3,688 | $319.2K | 0.02% | −361−8.9% | Reduced |
| Arizona State Retirement System | 3,652 | $316.1K | 0.00% | +68+1.9% | Added |
| Teacher Retirement System of Texas | 3,640 | $315.0K | 0.00% | −202−5.3% | Reduced |
| Voya Investment Management LLC | 3,604 | $311.9K | 0.00% | +31+0.9% | Added |
| Mariner, LLC | 3,430 | $296.9K | 0.00% | −342−9.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,417 | $295.7K | 0.01% | +3,107+1,002.3% | Added |
| Mount Yale Investment Advisors, LLC | 3,417 | $295.7K | 0.02% | +58+1.7% | Added |
| Maryland State Retirement & Pension System | 3,396 | $293.9K | 0.01% | −183−5.1% | Reduced |
| SG Americas Securities, LLC | 3,381 | $293.0K | 0.00% | −1,241−26.8% | Reduced |
| Amalgamated Bank | 3,336 | $289.0K | 0.00% | −177−5.0% | Reduced |
| State of Tennessee, Treasury Department | 3,259 | $282.1K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 3,148 | $272.4K | 0.00% | −200−6.0% | Reduced |
| Virtu Financial LLC | 3,069 | $266.0K | 0.01% | +3,069 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,967 | $256.8K | 0.00% | +32+1.1% | Added |
| O'Shaughnessy Asset Management, LLC | 2,850 | $246.7K | 0.00% | +2,850 | New |
| Police & Firemen's Retirement System of New Jersey | 2,831 | $245.0K | 0.00% | +314+12.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,714 | $234.9K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 2,678 | $231.8K | 0.00% | −177−6.2% | Reduced |
| Oregon Public Employees Retirement Fund | 2,622 | $226.9K | 0.00% | −200−7.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 2,456 | $224.6K | 0.00% | +2,456 | New |
| Princeton Capital Management LLC | 2,500 | $216.4K | 0.06% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 2,450 | $212.0K | 0.03% | +2,450 | New |
| CWM, LLC | 2,386 | $206.0K | 0.00% | −393−14.1% | Reduced |
| Corton Capital Inc. | 2,338 | $202.3K | 0.24% | −504−17.7% | Reduced |
| Rexford Capital Inc | 1,480 | $128.1K | 0.11% | +1,480 | New |
| Ameritas Investment Partners, Inc. | 1,331 | $115.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,316 | $113.9K | 0.00% | +1,024+350.7% | Added |
| Parkside Financial Bank & Trust | 1,245 | $107.8K | 0.01% | +51+4.3% | Added |
| The PNC Financial Services Group, Inc. | 1,154 | $99.9K | 0.00% | −56−4.6% | Reduced |
| Copeland Capital Management, LLC | 845 | $73.1K | 0.00% | +118+16.2% | Added |
| Massmutual Trust Co FSB | 805 | $69.7K | 0.00% | +9+1.1% | Added |
| Advisor Group Holdings, Inc. | 603 | $52.2K | 0.00% | +16+2.7% | Added |
| GAMMA Investing LLC | 493 | $42.7K | 0.00% | +52+11.8% | Added |
| Smartleaf Asset Management LLC | 428 | $37.0K | 0.00% | +5+1.2% | Added |
| Clearstead Advisors, LLC | 367 | $31.8K | 0.00% | +367 | New |
| EverSource Wealth Advisors, LLC | 331 | $28.6K | 0.00% | +306+1,224.0% | Added |
| Meeder Asset Management Inc | 326 | $28.2K | 0.00% | −337−50.8% | Reduced |
| Point72 (DIFC) Ltd | 301 | $26.0K | 0.00% | −252−45.6% | Reduced |
| NBC Securities, Inc. | 302 | $26.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 255 | $22.1K | 0.00% | −282−52.5% | Reduced |
| Versant Capital Management, Inc | 198 | $17.1K | 0.00% | +80+67.8% | Added |
| Huntington National Bank | 191 | $16.5K | 0.00% | +2+1.1% | Added |
| Public Employees Retirement System of Ohio | 189 | $16.4K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 196 | $16.0K | 0.00% | +196 | New |
| Umb Bank N A | 169 | $14.6K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 162 | $14.0K | 0.00% | +162 | New |
| Aster Capital Management (DIFC) Ltd | 159 | $13.8K | 0.00% | −9,945−98.4% | Reduced |
| Covestor Ltd | 136 | $12.0K | 0.01% | +127+1,411.1% | Added |
| Fifth Third Bancorp | 123 | $10.6K | 0.00% | −24−16.3% | Reduced |
| IFP Advisors, Inc | 0 | $10.5K | 0.00% | 0 | New |
| 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 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $8.48K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 95 | $8.22K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 72 | $6.23K | 0.00% | +70+3,500.0% | Added |
| Hantz Financial Services, Inc. | 70 | $6.00K | 0.00% | +70 | New |
| Danske Bank A/S | 64 | $5.54K | 0.00% | −17,598−99.6% | Reduced |
| Fortitude Family Office, LLC | 30 | $2.60K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $2.60K | 0.00% | +10+50.0% | Added |
| Bryn Mawr Trust Co | 25 | $2.16K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 25 | $2.16K | 0.00% | +25 | New |
| Twin Peaks Wealth Advisors, LLC | 22 | $2.04K | 0.00% | +22 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 22 | $1.90K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 21 | $1.82K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 14 | $1.25K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 13 | $1.13K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 13 | $1.13K | 0.00% | +1+8.3% | Added |
| 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 |