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 |
|---|---|---|---|---|---|
| Dark Forest Capital Management LP | 7,337 | $663.2K | 0.02% | +7,337 | New |
| Comerica Bank | 7,046 | $636.9K | 0.00% | −32−0.5% | Reduced |
| MetLife Investment Management | 6,651 | $601.2K | 0.00% | −896−11.9% | Reduced |
| KLP Kapitalforvaltning AS | 6,500 | $587.5K | 0.00% | −3,700−36.3% | Reduced |
| State of Alaska, Department of Revenue | 6,418 | $579.0K | 0.01% | −442−6.4% | Reduced |
| Janus Henderson Group PLC | 6,398 | $577.4K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 6,145 | $555.4K | 0.00% | −12,673−67.3% | Reduced |
| Illinois Municipal Retirement Fund | 6,095 | $550.9K | 0.01% | −481−7.3% | Reduced |
| Horizon Investments, LLC | 6,022 | $539.9K | 0.01% | +6,019+200,633.3% | Added |
| Point72 Asset Management, L.P. | 5,900 | $533.3K | 0.00% | +1,031+21.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,865 | $530.1K | 0.01% | +887+17.8% | Added |
| Trexquant Investment LP | 5,762 | $520.8K | 0.01% | +5,762 | New |
| Bokf, NA | 5,622 | $508.2K | 0.01% | −10−0.2% | Reduced |
| MQS Management LLC | 5,575 | $503.9K | 0.29% | +5,575 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 5,429 | $490.7K | 0.00% | −1,395−20.4% | Reduced |
| Manufacturers Life Insurance Company, The | 5,341 | $482.8K | 0.00% | −457−7.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,308 | $479.8K | 0.00% | −52−1.0% | Reduced |
| Louisiana State Employees Retirement System | 5,300 | $479.1K | 0.01% | −100−1.9% | Reduced |
| Sterling Capital Management LLC | 5,241 | $473.7K | 0.01% | +481+10.1% | Added |
| Balyasny Asset Management LLC | 5,086 | $459.7K | 0.00% | +5,086 | New |
| Angel Oak Capital Advisors, LLC | 5,000 | $451.9K | 0.35% | +5,000 | New |
| Quadrature Capital Ltd | 4,876 | $440.0K | 0.01% | +4,876 | New |
| Alps Advisors Inc | 4,862 | $439.5K | 0.00% | +428+9.7% | Added |
| Infrastructure Capital Advisors, LLC | 4,771 | $430.6K | 0.05% | −737−13.4% | Reduced |
| Brevan Howard Capital Management LP | 4,153 | $375.4K | 0.01% | +4,153 | New |
| Y-Intercept (Hong Kong) Ltd | 4,103 | $370.9K | 0.01% | +4,103 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 4,045 | $365.6K | 0.00% | −2,884−41.6% | Reduced |
| Allworth Financial LP | 4,011 | $362.6K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,954 | $357.4K | 0.01% | +238+6.4% | Added |
| Raymond James Financial Inc | 3,869 | $349.7K | 0.00% | +32+0.8% | Added |
| Ensign Peak Advisors, Inc | 3,843 | $347.4K | 0.00% | −4,450−53.7% | Reduced |
| Sequoia Financial Advisors, LLC | 3,757 | $339.6K | 0.00% | +2+0.1% | Added |
| LSV Asset Management | 3,700 | $334.0K | 0.00% | −49,840−93.1% | Reduced |
| Yousif Capital Management, LLC | 3,562 | $322.0K | 0.00% | −781−18.0% | Reduced |
| Pitcairn Co | 3,507 | $317.0K | 0.03% | −893−20.3% | Reduced |
| Arizona State Retirement System | 3,476 | $314.2K | 0.00% | −176−4.8% | Reduced |
| GWM Advisors LLC | 3,464 | $313.2K | 0.00% | +2,148+163.2% | Added |
| Amalgamated Bank | 3,452 | $312.0K | 0.00% | +116+3.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,445 | $311.4K | 0.00% | +614+21.7% | Added |
| Teachers Retirement System of the State of Kentucky | 3,324 | $300.0K | 0.00% | −1,036−23.8% | Reduced |
| Teacher Retirement System of Texas | 3,291 | $297.5K | 0.00% | −349−9.6% | Reduced |
| State of Tennessee, Treasury Department | 3,259 | $294.6K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 3,148 | $284.5K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,106 | $280.8K | 0.00% | +256+9.0% | Added |
| Arrowstreet Capital, Limited Partnership | 3,095 | $279.8K | 0.00% | −3,464−52.8% | Reduced |
| Mariner, LLC | 3,093 | $279.6K | 0.00% | −337−9.8% | Reduced |
| PharVision Advisers, LLC | 3,044 | $275.1K | 0.15% | +3,044 | New |
| Cubist Systematic Strategies, LLC | 2,935 | $265.3K | 0.00% | −9,730−76.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,931 | $264.9K | 0.00% | −36−1.2% | Reduced |
| Advisors Asset Management, Inc. | 2,926 | $264.5K | 0.00% | −1,300−30.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,901 | $262.2K | 0.00% | −1,998−40.8% | Reduced |
| Quantinno Capital Management LP | 2,882 | $260.5K | 0.00% | +2,882 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,714 | $245.3K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 2,700 | $244.1K | 0.00% | +2,700 | New |
| Oregon Public Employees Retirement Fund | 2,622 | $237.0K | 0.00% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 2,500 | $226.0K | 0.06% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 2,464 | $222.7K | 0.00% | +8+0.3% | Added |
| Voya Investment Management LLC | 2,381 | $215.2K | 0.00% | −1,223−33.9% | Reduced |
| Point72 (DIFC) Ltd | 1,709 | $154.5K | 0.01% | +1,408+467.8% | Added |
| Rexford Capital Inc | 1,480 | $133.8K | 0.10% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,187 | $107.3K | 0.01% | −58−4.7% | Reduced |
| The PNC Financial Services Group, Inc. | 1,171 | $105.9K | 0.00% | +17+1.5% | Added |
| Ameritas Investment Partners, Inc. | 976 | $88.2K | 0.00% | −355−26.7% | Reduced |
| Copeland Capital Management, LLC | 837 | $75.7K | 0.00% | −8−0.9% | Reduced |
| Massmutual Trust Co FSB | 813 | $73.5K | 0.00% | +8+1.0% | Added |
| Johnson Financial Group, Inc. | 774 | $70.0K | 0.00% | +774 | New |
| Tower Research Capital LLC (TRC) | 726 | $65.6K | 0.00% | −2,691−78.8% | Reduced |
| Advisor Group Holdings, Inc. | 666 | $62.8K | 0.00% | +63+10.4% | Added |
| Quarry LP | 523 | $47.3K | 0.01% | +498+1,992.0% | Added |
| GAMMA Investing LLC | 512 | $46.3K | 0.00% | +19+3.9% | Added |
| Smartleaf Asset Management LLC | 463 | $41.9K | 0.00% | +35+8.2% | Added |
| SRS Capital Advisors, Inc. | 378 | $34.2K | 0.00% | +365+2,807.7% | Added |
| Clearstead Advisors, LLC | 367 | $33.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 346 | $31.3K | 0.00% | +15+4.5% | Added |
| NBC Securities, Inc. | 274 | $24.8K | 0.00% | −28−9.3% | Reduced |
| Rockefeller Capital Management L.P. | 215 | $19.4K | 0.00% | +215 | New |
| Versant Capital Management, Inc | 198 | $17.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 194 | $17.5K | 0.00% | +5+2.6% | Added |
| Huntington National Bank | 194 | $17.5K | 0.00% | +3+1.6% | Added |
| Umb Bank N A | 168 | $15.2K | 0.00% | −1−0.6% | Reduced |
| Hantz Financial Services, Inc. | 154 | $14.0K | 0.00% | +84+120.0% | Added |
| Wealthspire Advisors, LLC | 131 | $11.8K | 0.00% | +131 | New |
| Salomon & Ludwin, LLC | 130 | $11.7K | 0.00% | +130 | New |
| Northwestern Mutual Wealth Management Co | 128 | $11.6K | 0.00% | +33+34.7% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 125 | $11.3K | 0.00% | +125 | New |
| Fifth Third Bancorp | 123 | $11.1K | 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 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $8.86K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 90 | $8.00K | 0.00% | −46−33.8% | Reduced |
| Simplex Trading, LLC | 77 | $6.00K | 0.00% | −119−60.7% | Reduced |
| Quadrant Capital Group LLC | 46 | $4.16K | 0.00% | +46 | New |
| Nisa Investment Advisors, LLC | 42 | $3.80K | 0.00% | +33+366.7% | Added |
| Optiver Holding B.V. | 40 | $3.62K | 0.00% | +40 | New |
| Fortitude Family Office, LLC | 30 | $2.71K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 30 | $2.71K | 0.00% | +30 | New |
| US Bancorp | 28 | $2.53K | 0.00% | −227−89.0% | Reduced |
| Point72 Europe (London) LLP | 23 | $2.08K | 0.00% | +23 | New |
| Rothschild Investment LLC | 20 | $1.81K | 0.00% | −10−33.3% | Reduced |
| Jones Financial Companies LLLP | 17 | $1.55K | 0.00% | +12+240.0% | Added |