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 |
|---|---|---|---|---|---|
| Bokf, NA | 5,622 | $508.2K | 0.01% | −10−0.2% | Reduced |
| Trexquant Investment LP | 5,762 | $520.8K | 0.01% | +5,762 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,865 | $530.1K | 0.01% | +887+17.8% | Added |
| Point72 Asset Management, L.P. | 5,900 | $533.3K | 0.00% | +1,031+21.2% | Added |
| Horizon Investments, LLC | 6,022 | $539.9K | 0.01% | +6,019+200,633.3% | Added |
| Illinois Municipal Retirement Fund | 6,095 | $550.9K | 0.01% | −481−7.3% | Reduced |
| State of Wisconsin Investment Board | 6,145 | $555.4K | 0.00% | −12,673−67.3% | Reduced |
| Janus Henderson Group PLC | 6,398 | $577.4K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 6,418 | $579.0K | 0.01% | −442−6.4% | Reduced |
| KLP Kapitalforvaltning AS | 6,500 | $587.5K | 0.00% | −3,700−36.3% | Reduced |
| MetLife Investment Management | 6,651 | $601.2K | 0.00% | −896−11.9% | Reduced |
| Comerica Bank | 7,046 | $636.9K | 0.00% | −32−0.5% | Reduced |
| Dark Forest Capital Management LP | 7,337 | $663.2K | 0.02% | +7,337 | New |
| Jump Financial, LLC | 7,345 | $663.9K | 0.01% | −6,880−48.4% | Reduced |
| Los Angeles Capital Management LLC | 7,453 | $673.7K | 0.00% | +2,730+57.8% | Added |
| Credit Agricole S A | 7,640 | $690.6K | 0.00% | +7,640 | New |
| Susquehanna International Group, LLP | 8,010 | $724.0K | 0.00% | −15,999−66.6% | Reduced |
| Globeflex Capital L P | 8,280 | $748.4K | 0.12% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 8,303 | $751.0K | 0.00% | −194−2.3% | Reduced |
| Squarepoint Ops LLC | 8,377 | $757.2K | 0.00% | +2,467+41.7% | Added |
| Intrust Bank NA | 8,406 | $759.8K | 0.06% | −82−1.0% | Reduced |
| NewEdge Wealth, LLC | 8,492 | $774.1K | 0.01% | +1,517+21.7% | Added |
| SG Americas Securities, LLC | 8,838 | $799.0K | 0.00% | +5,457+161.4% | Added |
| BNP Paribas Arbitrage, SA | 8,964 | $810.3K | 0.00% | +3,954+78.9% | Added |
| SummerHaven Investment Management, LLC | 9,181 | $829.9K | 0.48% | −1,401−13.2% | Reduced |
| Wells Fargo & Company | 9,237 | $834.9K | 0.00% | +760+9.0% | Added |
| CWM, LLC | 9,581 | $866.0K | 0.00% | +7,195+301.6% | Added |
| Wedge Capital Management L L P | 10,058 | $909.1K | 0.02% | −278−2.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 10,212 | $923.0K | 0.16% | +7,762+316.8% | Added |
| Intech Investment Management LLC | 10,423 | $942.1K | 0.01% | +4,833+86.5% | Added |
| Deutsche Bank AG | 10,503 | $949.4K | 0.00% | +1,380+15.1% | Added |
| Unison Advisors LLC | 10,574 | $955.8K | 0.09% | +84+0.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,735 | $970.3K | 0.00% | −375−3.4% | Reduced |
| SEI Investments Co | 10,763 | $972.8K | 0.00% | +92+0.9% | Added |
| ExodusPoint Capital Management, LP | 10,876 | $983.1K | 0.01% | +10,876 | New |
| Engineers Gate Manager LP | 11,211 | $1.01M | 0.01% | +4,267+61.4% | Added |
| New York State Teachers Retirement System | 11,331 | $1.02M | 0.00% | −100−0.9% | Reduced |
| Prudential Financial Inc | 11,652 | $1.05M | 0.00% | −460−3.8% | Reduced |
| California State Teachers Retirement System | 11,907 | $1.08M | 0.00% | +10.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 12,683 | $1.15M | 0.04% | +762+6.4% | Added |
| Gsa Capital Partners LLP | 12,823 | $1.16M | 0.10% | +2,305+21.9% | Added |
| Quest Partners LLC | 13,290 | $1.20M | 0.08% | −11,097−45.5% | Reduced |
| Alliancebernstein L.P. | 13,315 | $1.20M | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 13,446 | $1.22M | 0.00% | −1,294−8.8% | Reduced |
| Quantbot Technologies LP | 13,474 | $1.22M | 0.03% | −2,445−15.4% | Reduced |
| Rafferty Asset Management, LLC | 13,557 | $1.23M | 0.00% | −3,662−21.3% | Reduced |
| Winton Group Ltd | 13,986 | $1.26M | 0.05% | −28,130−66.8% | Reduced |
| Citigroup Inc | 14,036 | $1.27M | 0.00% | −9,570−40.5% | Reduced |
| Russell Investments Group, Ltd. | 14,070 | $1.27M | 0.00% | +15+0.1% | Added |
| Envestnet Asset Management Inc | 14,136 | $1.28M | 0.00% | +555+4.1% | Added |
| Bridgeway Capital Management, LLC | 15,176 | $1.37M | 0.03% | +543+3.7% | Added |
| Fisher Asset Management, LLC | 15,814 | $1.43M | 0.00% | +2,235+16.5% | Added |
| Great West Life Assurance Co | 16,162 | $1.46M | 0.00% | +639+4.1% | Added |
| Virginia Retirement Systems Et Al | 17,513 | $1.58M | 0.01% | +900+5.4% | Added |
| Barclays PLC | 17,712 | $1.60M | 0.00% | −14,402−44.8% | Reduced |
| UBS Asset Management Americas Inc | 18,365 | $1.66M | 0.00% | −17,676−49.0% | Reduced |
| HRT Financial LP | 19,207 | $1.74M | 0.01% | +13,886+261.0% | Added |
| D. E. Shaw & Co., Inc. | 19,942 | $1.80M | 0.00% | +2,684+15.6% | Added |
| Citadel Advisors LLC | 21,672 | $1.96M | 0.00% | −54,945−71.7% | Reduced |
| Swiss National Bank | 22,889 | $2.07M | 0.00% | −1,000−4.2% | Reduced |
| Numerai GP LLC | 23,396 | $2.11M | 0.30% | −34,540−59.6% | Reduced |
| Royce & Associates LP | 24,998 | $2.26M | 0.02% | −461−1.8% | Reduced |
| Tudor Investment Corp Et Al | 27,921 | $2.52M | 0.02% | +10,998+65.0% | Added |
| Federated Hermes, Inc. | 29,944 | $2.71M | 0.00% | −565−1.9% | Reduced |
| Franklin Resources Inc | 30,002 | $2.71M | 0.00% | +1,585+5.6% | Added |
| Legal & General Group Plc | 30,226 | $2.73M | 0.00% | −3,174−9.5% | Reduced |
| Jane Street Group, LLC | 30,824 | $2.79M | 0.00% | −8,542−21.7% | Reduced |
| AQR Capital Management LLC | 31,127 | $2.81M | 0.00% | +1,376+4.6% | Added |
| New York State Common Retirement Fund | 31,322 | $2.83M | 0.00% | +8,300+36.1% | Added |
| Brandywine Global Investment Management, LLC | 32,273 | $2.92M | 0.02% | −1,206−3.6% | Reduced |
| Denali Advisors LLC | 34,200 | $3.09M | 0.35% | +34,200 | New |
| Bank of America Corp | 39,149 | $3.54M | 0.00% | −22,708−36.7% | Reduced |
| Rhumbline Advisers | 39,695 | $3.59M | 0.00% | −693−1.7% | Reduced |
| Price T Rowe Associates Inc | 40,160 | $3.63M | 0.00% | +1,834+4.8% | Added |
| Ameriprise Financial Inc | 40,407 | $3.65M | 0.00% | −11,615−22.3% | Reduced |
| Kestrel Investment Management Corp | 41,450 | $3.75M | 2.11% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 41,601 | $3.76M | 0.01% | −1,840−4.2% | Reduced |
| FMR LLC | 42,022 | $3.80M | 0.00% | +25,005+146.9% | Added |
| JPMorgan Chase & Co | 43,476 | $3.93M | 0.00% | −18,523−29.9% | Reduced |
| Royal Bank of Canada | 53,638 | $4.85M | 0.00% | −30,981−36.6% | Reduced |
| De Lisle Partners LLP | 54,679 | $4.93M | 0.61% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 56,368 | $5.10M | 0.02% | +5,512+10.8% | Added |
| First Trust Advisors LP | 62,194 | $5.62M | 0.00% | −5,820−8.6% | Reduced |
| Two Sigma Advisers, LP | 65,100 | $5.88M | 0.01% | +8,800+15.6% | Added |
| Principal Financial Group Inc | 66,092 | $5.97M | 0.00% | −4,508−6.4% | Reduced |
| ProShare Advisors LLC | 67,484 | $6.10M | 0.01% | −7,179−9.6% | Reduced |
| Maltese Capital Management LLC | 72,500 | $6.55M | 0.99% | +2,500+3.6% | Added |
| Invesco Ltd. | 73,478 | $6.64M | 0.00% | +15,193+26.1% | Added |
| Renaissance Technologies LLC | 74,555 | $6.74M | 0.01% | −2,100−2.7% | Reduced |
| Qube Research & Technologies Ltd | 74,636 | $6.75M | 0.01% | +55,418+288.4% | Added |
| Dana Investment Advisors, Inc. | 80,861 | $7.31M | 0.21% | −350−0.4% | Reduced |
| UBS Group AG | 83,283 | $7.53M | 0.00% | −94,931−53.3% | Reduced |
| Two Sigma Investments, LP | 105,283 | $9.52M | 0.01% | +2,189+2.1% | Added |
| HSBC Holdings PLC | 116,320 | $10.4M | 0.01% | −30,115−20.6% | Reduced |
| Stieven Capital Advisors, L.P. | 118,221 | $10.7M | 2.01% | −2,800−2.3% | Reduced |
| Phocas Financial Corp. | 130,190 | $11.8M | 1.53% | +2,649+2.1% | Added |
| Bank of New York Mellon Corp | 132,785 | $12.0M | 0.00% | −3,007−2.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 138,345 | $12.5M | 0.04% | −8,805−6.0% | Reduced |
| Millennium Management LLC | 139,373 | $12.6M | 0.01% | −7,396−5.0% | Reduced |
| Northern Trust Corp | 153,447 | $13.9M | 0.00% | −4,806−3.0% | Reduced |