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, Q3 2025
Institutional positions in Preferred Bank as of Sep 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
- 213
- +3 vs. Q2 2025
- Shares held
- 10.4M
- −348.4K (−3.2%) vs. Q2 2025
- Total value
- $941.8M
- +$9.38M (+1.0%) vs. Q2 2025
- New holders
- 24
- 73 more added
- Sold out
- 21
- 91 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Preferred Bank; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,210,675 | $109.4M | 0.00% | −6,116−0.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,139,137 | $103.0M | 0.06% | −11,477−1.0% | Reduced |
| Vanguard Group Inc | 869,631 | $78.6M | 0.00% | −17,017−1.9% | Reduced |
| Dimensional Fund Advisors LP | 601,046 | $54.3M | 0.01% | −7,203−1.2% | Reduced |
| State Street Corp | 554,790 | $50.1M | 0.00% | −55,473−9.1% | Reduced |
| Boston Partners | 528,526 | $47.7M | 0.05% | −3,559−0.7% | Reduced |
| Charles Schwab Investment Management Inc | 478,479 | $43.2M | 0.01% | −7,204−1.5% | Reduced |
| Geode Capital Management, LLC | 362,333 | $32.8M | 0.00% | −9,748−2.6% | Reduced |
| American Century Companies Inc | 337,804 | $30.5M | 0.02% | +45,946+15.7% | Added |
| Nuveen, LLC | 337,756 | $30.5M | 0.01% | −6,343−1.8% | Reduced |
| Morgan Stanley | 239,904 | $21.7M | 0.00% | +24,133+11.2% | Added |
| Goldman Sachs Group Inc | 173,498 | $15.7M | 0.00% | +23,598+15.7% | Added |
| Kennedy Capital Management, Inc. | 166,262 | $15.0M | 0.33% | −7,545−4.3% | Reduced |
| Northern Trust Corp | 153,447 | $13.9M | 0.00% | −4,806−3.0% | Reduced |
| Millennium Management LLC | 139,373 | $12.6M | 0.01% | −7,396−5.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 138,345 | $12.5M | 0.04% | −8,805−6.0% | Reduced |
| Bank of New York Mellon Corp | 132,785 | $12.0M | 0.00% | −3,007−2.2% | Reduced |
| Phocas Financial Corp. | 130,190 | $11.8M | 1.53% | +2,649+2.1% | Added |
| Stieven Capital Advisors, L.P. | 118,221 | $10.7M | 2.01% | −2,800−2.3% | Reduced |
| HSBC Holdings PLC | 116,320 | $10.4M | 0.01% | −30,115−20.6% | Reduced |
| Two Sigma Investments, LP | 105,283 | $9.52M | 0.01% | +2,189+2.1% | Added |
| UBS Group AG | 83,283 | $7.53M | 0.00% | −94,931−53.3% | Reduced |
| Dana Investment Advisors, Inc. | 80,861 | $7.31M | 0.21% | −350−0.4% | Reduced |
| Qube Research & Technologies Ltd | 74,636 | $6.75M | 0.01% | +55,418+288.4% | Added |
| Renaissance Technologies LLC | 74,555 | $6.74M | 0.01% | −2,100−2.7% | Reduced |
| Invesco Ltd. | 73,478 | $6.64M | 0.00% | +15,193+26.1% | Added |
| Maltese Capital Management LLC | 72,500 | $6.55M | 0.99% | +2,500+3.6% | Added |
| ProShare Advisors LLC | 67,484 | $6.10M | 0.01% | −7,179−9.6% | Reduced |
| Principal Financial Group Inc | 66,092 | $5.97M | 0.00% | −4,508−6.4% | Reduced |
| Two Sigma Advisers, LP | 65,100 | $5.88M | 0.01% | +8,800+15.6% | Added |
| First Trust Advisors LP | 62,194 | $5.62M | 0.00% | −5,820−8.6% | Reduced |
| Public Sector Pension Investment Board | 56,368 | $5.10M | 0.02% | +5,512+10.8% | Added |
| De Lisle Partners LLP | 54,679 | $4.93M | 0.61% | 00.0% | Unchanged |
| Royal Bank of Canada | 53,638 | $4.85M | 0.00% | −30,981−36.6% | Reduced |
| JPMorgan Chase & Co | 43,476 | $3.93M | 0.00% | −18,523−29.9% | Reduced |
| FMR LLC | 42,022 | $3.80M | 0.00% | +25,005+146.9% | Added |
| Voloridge Investment Management, LLC | 41,601 | $3.76M | 0.01% | −1,840−4.2% | Reduced |
| Kestrel Investment Management Corp | 41,450 | $3.75M | 2.11% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 40,407 | $3.65M | 0.00% | −11,615−22.3% | Reduced |
| Price T Rowe Associates Inc | 40,160 | $3.63M | 0.00% | +1,834+4.8% | Added |
| Rhumbline Advisers | 39,695 | $3.59M | 0.00% | −693−1.7% | Reduced |
| Bank of America Corp | 39,149 | $3.54M | 0.00% | −22,708−36.7% | Reduced |
| Denali Advisors LLC | 34,200 | $3.09M | 0.35% | +34,200 | New |
| Brandywine Global Investment Management, LLC | 32,273 | $2.92M | 0.02% | −1,206−3.6% | Reduced |
| New York State Common Retirement Fund | 31,322 | $2.83M | 0.00% | +8,300+36.1% | Added |
| AQR Capital Management LLC | 31,127 | $2.81M | 0.00% | +1,376+4.6% | Added |
| Jane Street Group, LLC | 30,824 | $2.79M | 0.00% | −8,542−21.7% | Reduced |
| Legal & General Group Plc | 30,226 | $2.73M | 0.00% | −3,174−9.5% | Reduced |
| Franklin Resources Inc | 30,002 | $2.71M | 0.00% | +1,585+5.6% | Added |
| Federated Hermes, Inc. | 29,944 | $2.71M | 0.00% | −565−1.9% | Reduced |
| Tudor Investment Corp Et Al | 27,921 | $2.52M | 0.02% | +10,998+65.0% | Added |
| Royce & Associates LP | 24,998 | $2.26M | 0.02% | −461−1.8% | Reduced |
| Numerai GP LLC | 23,396 | $2.11M | 0.30% | −34,540−59.6% | Reduced |
| Swiss National Bank | 22,889 | $2.07M | 0.00% | −1,000−4.2% | Reduced |
| Citadel Advisors LLC | 21,672 | $1.96M | 0.00% | −54,945−71.7% | Reduced |
| D. E. Shaw & Co., Inc. | 19,942 | $1.80M | 0.00% | +2,684+15.6% | Added |
| HRT Financial LP | 19,207 | $1.74M | 0.01% | +13,886+261.0% | Added |
| UBS Asset Management Americas Inc | 18,365 | $1.66M | 0.00% | −17,676−49.0% | Reduced |
| Barclays PLC | 17,712 | $1.60M | 0.00% | −14,402−44.8% | Reduced |
| Virginia Retirement Systems Et Al | 17,513 | $1.58M | 0.01% | +900+5.4% | Added |
| Great West Life Assurance Co | 16,162 | $1.46M | 0.00% | +639+4.1% | Added |
| Fisher Asset Management, LLC | 15,814 | $1.43M | 0.00% | +2,235+16.5% | Added |
| Bridgeway Capital Management, LLC | 15,176 | $1.37M | 0.03% | +543+3.7% | Added |
| Envestnet Asset Management Inc | 14,136 | $1.28M | 0.00% | +555+4.1% | Added |
| Russell Investments Group, Ltd. | 14,070 | $1.27M | 0.00% | +15+0.1% | Added |
| Citigroup Inc | 14,036 | $1.27M | 0.00% | −9,570−40.5% | Reduced |
| Winton Group Ltd | 13,986 | $1.26M | 0.05% | −28,130−66.8% | Reduced |
| Rafferty Asset Management, LLC | 13,557 | $1.23M | 0.00% | −3,662−21.3% | Reduced |
| Quantbot Technologies LP | 13,474 | $1.22M | 0.03% | −2,445−15.4% | Reduced |
| Pathstone Holdings, LLC | 13,446 | $1.22M | 0.00% | −1,294−8.8% | Reduced |
| Alliancebernstein L.P. | 13,315 | $1.20M | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 13,290 | $1.20M | 0.08% | −11,097−45.5% | Reduced |
| Gsa Capital Partners LLP | 12,823 | $1.16M | 0.10% | +2,305+21.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 12,683 | $1.15M | 0.04% | +762+6.4% | Added |
| California State Teachers Retirement System | 11,907 | $1.08M | 0.00% | +10.0% | Added |
| Prudential Financial Inc | 11,652 | $1.05M | 0.00% | −460−3.8% | Reduced |
| New York State Teachers Retirement System | 11,331 | $1.02M | 0.00% | −100−0.9% | Reduced |
| Engineers Gate Manager LP | 11,211 | $1.01M | 0.01% | +4,267+61.4% | Added |
| ExodusPoint Capital Management, LP | 10,876 | $983.1K | 0.01% | +10,876 | New |
| SEI Investments Co | 10,763 | $972.8K | 0.00% | +92+0.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,735 | $970.3K | 0.00% | −375−3.4% | Reduced |
| Unison Advisors LLC | 10,574 | $955.8K | 0.09% | +84+0.8% | Added |
| Deutsche Bank AG | 10,503 | $949.4K | 0.00% | +1,380+15.1% | Added |
| Intech Investment Management LLC | 10,423 | $942.1K | 0.01% | +4,833+86.5% | Added |
| Dynamic Technology Lab Private Ltd | 10,212 | $923.0K | 0.16% | +7,762+316.8% | Added |
| Wedge Capital Management L L P | 10,058 | $909.1K | 0.02% | −278−2.7% | Reduced |
| CWM, LLC | 9,581 | $866.0K | 0.00% | +7,195+301.6% | Added |
| Wells Fargo & Company | 9,237 | $834.9K | 0.00% | +760+9.0% | Added |
| SummerHaven Investment Management, LLC | 9,181 | $829.9K | 0.48% | −1,401−13.2% | Reduced |
| BNP Paribas Arbitrage, SA | 8,964 | $810.3K | 0.00% | +3,954+78.9% | Added |
| SG Americas Securities, LLC | 8,838 | $799.0K | 0.00% | +5,457+161.4% | Added |
| NewEdge Wealth, LLC | 8,492 | $774.1K | 0.01% | +1,517+21.7% | Added |
| Intrust Bank NA | 8,406 | $759.8K | 0.06% | −82−1.0% | Reduced |
| Squarepoint Ops LLC | 8,377 | $757.2K | 0.00% | +2,467+41.7% | Added |
| Thrivent Financial for Lutherans | 8,303 | $751.0K | 0.00% | −194−2.3% | Reduced |
| Globeflex Capital L P | 8,280 | $748.4K | 0.12% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 8,010 | $724.0K | 0.00% | −15,999−66.6% | Reduced |
| Credit Agricole S A | 7,640 | $690.6K | 0.00% | +7,640 | New |
| Los Angeles Capital Management LLC | 7,453 | $673.7K | 0.00% | +2,730+57.8% | Added |
| Jump Financial, LLC | 7,345 | $663.9K | 0.01% | −6,880−48.4% | Reduced |