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 |
|---|---|---|---|---|---|
| Kennedy Capital Management, Inc. | 166,262 | $15.0M | 0.33% | −7,545−4.3% | Reduced |
| Goldman Sachs Group Inc | 173,498 | $15.7M | 0.00% | +23,598+15.7% | Added |
| Morgan Stanley | 239,904 | $21.7M | 0.00% | +24,133+11.2% | Added |
| Nuveen, LLC | 337,756 | $30.5M | 0.01% | −6,343−1.8% | Reduced |
| American Century Companies Inc | 337,804 | $30.5M | 0.02% | +45,946+15.7% | Added |
| Geode Capital Management, LLC | 362,333 | $32.8M | 0.00% | −9,748−2.6% | Reduced |
| Charles Schwab Investment Management Inc | 478,479 | $43.2M | 0.01% | −7,204−1.5% | Reduced |
| Boston Partners | 528,526 | $47.7M | 0.05% | −3,559−0.7% | Reduced |
| State Street Corp | 554,790 | $50.1M | 0.00% | −55,473−9.1% | Reduced |
| Dimensional Fund Advisors LP | 601,046 | $54.3M | 0.01% | −7,203−1.2% | Reduced |
| Vanguard Group Inc | 869,631 | $78.6M | 0.00% | −17,017−1.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,139,137 | $103.0M | 0.06% | −11,477−1.0% | Reduced |
| BlackRock, Inc. | 1,210,675 | $109.4M | 0.00% | −6,116−0.5% | Reduced |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −13,578−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −8,745−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,537−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,675−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,688−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −3,417−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −3,396−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,069−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −2,678−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −2,338−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Hazlett, Burt & Watson, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |