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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $90 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $91 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2 | $181 | 0.00% | +2 | Added |
| Larson Financial Group LLC | 4 | $362 | 0.00% | −2−33.3% | Reduced |
| Atlantic Trust, LLC | 5 | $452 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 7 | $633 | 0.00% | +7 | New |
| Essential Partners LLC | 8 | $723 | 0.00% | +5+166.7% | Added |
| Farmers & Merchants Investments Inc | 9 | $814 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $814 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9 | $814 | 0.00% | +2+28.6% | Added |
| Bruce G. Allen Investments, LLC | 13 | $1.18K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 15 | $1.32K | 0.00% | +1+7.1% | Added |
| Jones Financial Companies LLLP | 17 | $1.55K | 0.00% | +12+240.0% | Added |
| Rothschild Investment LLC | 20 | $1.81K | 0.00% | −10−33.3% | Reduced |
| Point72 Europe (London) LLP | 23 | $2.08K | 0.00% | +23 | New |
| US Bancorp | 28 | $2.53K | 0.00% | −227−89.0% | Reduced |
| Fortitude Family Office, LLC | 30 | $2.71K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 30 | $2.71K | 0.00% | +30 | New |
| Optiver Holding B.V. | 40 | $3.62K | 0.00% | +40 | New |
| Nisa Investment Advisors, LLC | 42 | $3.80K | 0.00% | +33+366.7% | Added |
| Quadrant Capital Group LLC | 46 | $4.16K | 0.00% | +46 | New |
| Simplex Trading, LLC | 77 | $6.00K | 0.00% | −119−60.7% | Reduced |
| Covestor Ltd | 90 | $8.00K | 0.00% | −46−33.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $8.86K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 120 | $11.0K | 0.00% | +1+0.8% | Added |
| Bessemer Group Inc | 119 | $11.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 123 | $11.1K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 125 | $11.3K | 0.00% | +125 | New |
| Northwestern Mutual Wealth Management Co | 128 | $11.6K | 0.00% | +33+34.7% | Added |
| Salomon & Ludwin, LLC | 130 | $11.7K | 0.00% | +130 | New |
| Wealthspire Advisors, LLC | 131 | $11.8K | 0.00% | +131 | New |
| Hantz Financial Services, Inc. | 154 | $14.0K | 0.00% | +84+120.0% | Added |
| Umb Bank N A | 168 | $15.2K | 0.00% | −1−0.6% | Reduced |
| Huntington National Bank | 194 | $17.5K | 0.00% | +3+1.6% | Added |
| Public Employees Retirement System of Ohio | 194 | $17.5K | 0.00% | +5+2.6% | Added |
| Versant Capital Management, Inc | 198 | $17.9K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 215 | $19.4K | 0.00% | +215 | New |
| NBC Securities, Inc. | 274 | $24.8K | 0.00% | −28−9.3% | Reduced |
| EverSource Wealth Advisors, LLC | 346 | $31.3K | 0.00% | +15+4.5% | Added |
| Clearstead Advisors, LLC | 367 | $33.2K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 378 | $34.2K | 0.00% | +365+2,807.7% | Added |
| Smartleaf Asset Management LLC | 463 | $41.9K | 0.00% | +35+8.2% | Added |
| GAMMA Investing LLC | 512 | $46.3K | 0.00% | +19+3.9% | Added |
| Quarry LP | 523 | $47.3K | 0.01% | +498+1,992.0% | Added |
| Advisor Group Holdings, Inc. | 666 | $62.8K | 0.00% | +63+10.4% | Added |
| Tower Research Capital LLC (TRC) | 726 | $65.6K | 0.00% | −2,691−78.8% | Reduced |
| Johnson Financial Group, Inc. | 774 | $70.0K | 0.00% | +774 | New |
| Massmutual Trust Co FSB | 813 | $73.5K | 0.00% | +8+1.0% | Added |
| Copeland Capital Management, LLC | 837 | $75.7K | 0.00% | −8−0.9% | Reduced |
| Ameritas Investment Partners, Inc. | 976 | $88.2K | 0.00% | −355−26.7% | Reduced |
| The PNC Financial Services Group, Inc. | 1,171 | $105.9K | 0.00% | +17+1.5% | Added |
| Parkside Financial Bank & Trust | 1,187 | $107.3K | 0.01% | −58−4.7% | Reduced |
| Rexford Capital Inc | 1,480 | $133.8K | 0.10% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 1,709 | $154.5K | 0.01% | +1,408+467.8% | Added |
| Voya Investment Management LLC | 2,381 | $215.2K | 0.00% | −1,223−33.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 2,464 | $222.7K | 0.00% | +8+0.3% | Added |
| Princeton Capital Management LLC | 2,500 | $226.0K | 0.06% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 2,622 | $237.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 2,700 | $244.1K | 0.00% | +2,700 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,714 | $245.3K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 2,882 | $260.5K | 0.00% | +2,882 | New |
| Robeco Institutional Asset Management B.V. | 2,901 | $262.2K | 0.00% | −1,998−40.8% | Reduced |
| Advisors Asset Management, Inc. | 2,926 | $264.5K | 0.00% | −1,300−30.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,931 | $264.9K | 0.00% | −36−1.2% | Reduced |
| Cubist Systematic Strategies, LLC | 2,935 | $265.3K | 0.00% | −9,730−76.8% | Reduced |
| PharVision Advisers, LLC | 3,044 | $275.1K | 0.15% | +3,044 | New |
| Mariner, LLC | 3,093 | $279.6K | 0.00% | −337−9.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 3,095 | $279.8K | 0.00% | −3,464−52.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,106 | $280.8K | 0.00% | +256+9.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 3,148 | $284.5K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 3,259 | $294.6K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 3,291 | $297.5K | 0.00% | −349−9.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,324 | $300.0K | 0.00% | −1,036−23.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,445 | $311.4K | 0.00% | +614+21.7% | Added |
| Amalgamated Bank | 3,452 | $312.0K | 0.00% | +116+3.5% | Added |
| GWM Advisors LLC | 3,464 | $313.2K | 0.00% | +2,148+163.2% | Added |
| Arizona State Retirement System | 3,476 | $314.2K | 0.00% | −176−4.8% | Reduced |
| Pitcairn Co | 3,507 | $317.0K | 0.03% | −893−20.3% | Reduced |
| Yousif Capital Management, LLC | 3,562 | $322.0K | 0.00% | −781−18.0% | Reduced |
| LSV Asset Management | 3,700 | $334.0K | 0.00% | −49,840−93.1% | Reduced |
| Sequoia Financial Advisors, LLC | 3,757 | $339.6K | 0.00% | +2+0.1% | Added |
| Ensign Peak Advisors, Inc | 3,843 | $347.4K | 0.00% | −4,450−53.7% | Reduced |
| Raymond James Financial Inc | 3,869 | $349.7K | 0.00% | +32+0.8% | Added |
| Aquatic Capital Management LLC | 3,954 | $357.4K | 0.01% | +238+6.4% | Added |
| Allworth Financial LP | 4,011 | $362.6K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 4,045 | $365.6K | 0.00% | −2,884−41.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,103 | $370.9K | 0.01% | +4,103 | New |
| Brevan Howard Capital Management LP | 4,153 | $375.4K | 0.01% | +4,153 | New |
| Infrastructure Capital Advisors, LLC | 4,771 | $430.6K | 0.05% | −737−13.4% | Reduced |
| Alps Advisors Inc | 4,862 | $439.5K | 0.00% | +428+9.7% | Added |
| Quadrature Capital Ltd | 4,876 | $440.0K | 0.01% | +4,876 | New |
| Angel Oak Capital Advisors, LLC | 5,000 | $451.9K | 0.35% | +5,000 | New |
| Balyasny Asset Management LLC | 5,086 | $459.7K | 0.00% | +5,086 | New |
| Sterling Capital Management LLC | 5,241 | $473.7K | 0.01% | +481+10.1% | Added |
| Louisiana State Employees Retirement System | 5,300 | $479.1K | 0.01% | −100−1.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,308 | $479.8K | 0.00% | −52−1.0% | Reduced |
| Manufacturers Life Insurance Company, The | 5,341 | $482.8K | 0.00% | −457−7.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,429 | $490.7K | 0.00% | −1,395−20.4% | Reduced |
| MQS Management LLC | 5,575 | $503.9K | 0.29% | +5,575 | New |