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, Q4 2025
Institutional positions in Preferred Bank as of Dec 31, 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
- 219
- +10 vs. Q3 2025
- Shares held
- 10.4M
- +11.2K (+0.1%) vs. Q3 2025
- Total value
- $985.1M
- +$43.7M (+4.6%) vs. Q3 2025
- New holders
- 29
- 65 more added
- Sold out
- 19
- 91 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Preferred Bank; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,206,400 | $113.9M | 0.00% | −4,275−0.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,045,682 | $98.7M | 0.06% | −93,455−8.2% | Reduced |
| Vanguard Group Inc | 837,897 | $79.1M | 0.00% | −31,734−3.6% | Reduced |
| Dimensional Fund Advisors LP | 586,349 | $55.4M | 0.01% | −14,697−2.4% | Reduced |
| State Street Corp | 541,218 | $51.1M | 0.00% | −13,572−2.4% | Reduced |
| Charles Schwab Investment Management Inc | 494,827 | $46.7M | 0.01% | +16,348+3.4% | Added |
| Boston Partners | 492,907 | $46.6M | 0.05% | −35,619−6.7% | Reduced |
| American Century Companies Inc | 366,320 | $34.6M | 0.02% | +28,516+8.4% | Added |
| Geode Capital Management, LLC | 361,322 | $34.1M | 0.00% | −1,011−0.3% | Reduced |
| Nuveen, LLC | 356,065 | $33.6M | 0.01% | +18,309+5.4% | Added |
| Morgan Stanley | 211,840 | $20.0M | 0.00% | −28,064−11.7% | Reduced |
| Goldman Sachs Group Inc | 206,622 | $19.5M | 0.00% | +33,124+19.1% | Added |
| Kennedy Capital Management, Inc. | 199,419 | $18.8M | 0.40% | +33,157+19.9% | Added |
| HSBC Holdings PLC | 144,588 | $14.0M | 0.01% | +28,268+24.3% | Added |
| Northern Trust Corp | 144,084 | $13.6M | 0.00% | −9,363−6.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 138,935 | $13.1M | 0.04% | +590+0.4% | Added |
| Phocas Financial Corp. | 129,878 | $12.3M | 1.59% | −312−0.2% | Reduced |
| Qube Research & Technologies Ltd | 126,267 | $11.9M | 0.02% | +51,631+69.2% | Added |
| Bank of New York Mellon Corp | 124,218 | $11.7M | 0.00% | −8,567−6.5% | Reduced |
| Stieven Capital Advisors, L.P. | 117,921 | $11.1M | 2.06% | −300−0.3% | Reduced |
| Two Sigma Investments, LP | 106,494 | $10.1M | 0.01% | +1,211+1.2% | Added |
| Invesco Ltd. | 101,932 | $9.63M | 0.00% | +28,454+38.7% | Added |
| Dana Investment Advisors, Inc. | 80,673 | $7.62M | 0.22% | −188−0.2% | Reduced |
| Millennium Management LLC | 75,972 | $7.17M | 0.01% | −63,401−45.5% | Reduced |
| Principal Financial Group Inc | 69,972 | $6.61M | 0.00% | +3,880+5.9% | Added |
| Citadel Advisors LLC | 67,422 | $6.37M | 0.00% | +45,750+211.1% | Added |
| ProShare Advisors LLC | 65,200 | $6.16M | 0.01% | −2,284−3.4% | Reduced |
| Maltese Capital Management LLC | 64,788 | $6.12M | 1.09% | −7,712−10.6% | Reduced |
| Two Sigma Advisers, LP | 62,800 | $5.93M | 0.01% | −2,300−3.5% | Reduced |
| UBS Group AG | 58,300 | $5.51M | 0.00% | −24,983−30.0% | Reduced |
| Public Sector Pension Investment Board | 55,757 | $5.27M | 0.02% | −611−1.1% | Reduced |
| De Lisle Partners LLP | 54,679 | $5.16M | 0.66% | 00.0% | Unchanged |
| FMR LLC | 52,023 | $4.91M | 0.00% | +10,001+23.8% | Added |
| First Trust Advisors LP | 51,138 | $4.83M | 0.00% | −11,056−17.8% | Reduced |
| Denali Advisors LLC | 50,600 | $4.78M | 0.53% | +16,400+48.0% | Added |
| Renaissance Technologies LLC | 49,755 | $4.70M | 0.01% | −24,800−33.3% | Reduced |
| JPMorgan Chase & Co | 45,528 | $4.30M | 0.00% | +2,052+4.7% | Added |
| Price T Rowe Associates Inc | 40,120 | $3.79M | 0.00% | −40−0.1% | Reduced |
| Kestrel Investment Management Corp | 40,050 | $3.78M | 2.14% | −1,400−3.4% | Reduced |
| Trexquant Investment LP | 38,750 | $3.66M | 0.03% | +32,988+572.5% | Added |
| Ameriprise Financial Inc | 38,687 | $3.65M | 0.00% | −1,720−4.3% | Reduced |
| Federated Hermes, Inc. | 36,803 | $3.48M | 0.01% | +6,859+22.9% | Added |
| New York State Common Retirement Fund | 34,972 | $3.30M | 0.00% | +3,650+11.7% | Added |
| Rhumbline Advisers | 34,119 | $3.22M | 0.00% | −5,576−14.0% | Reduced |
| Marshall Wace, LLP | 33,569 | $3.17M | 0.00% | +30,869+1,143.3% | Added |
| Royal Bank of Canada | 33,539 | $3.17M | 0.00% | −20,099−37.5% | Reduced |
| Azora Capital LP | 32,882 | $3.11M | 0.20% | +32,882 | New |
| Brandywine Global Investment Management, LLC | 31,073 | $2.93M | 0.02% | −1,200−3.7% | Reduced |
| Franklin Resources Inc | 30,943 | $2.92M | 0.00% | +941+3.1% | Added |
| Bank of America Corp | 29,388 | $2.78M | 0.00% | −9,761−24.9% | Reduced |
| Voloridge Investment Management, LLC | 28,942 | $2.73M | 0.01% | −12,659−30.4% | Reduced |
| Legal & General Group Plc | 28,784 | $2.72M | 0.00% | −1,442−4.8% | Reduced |
| AQR Capital Management LLC | 27,134 | $2.56M | 0.00% | −3,993−12.8% | Reduced |
| Tudor Investment Corp Et Al | 25,845 | $2.44M | 0.01% | −2,076−7.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 24,417 | $2.39M | 0.00% | +21,269+675.6% | Added |
| Royce & Associates LP | 25,200 | $2.38M | 0.02% | +202+0.8% | Added |
| Jane Street Group, LLC | 23,772 | $2.24M | 0.00% | −7,052−22.9% | Reduced |
| Prudential Financial Inc | 23,708 | $2.24M | 0.00% | +12,056+103.5% | Added |
| Segall Bryant & Hamill, LLC | 23,290 | $2.20M | 0.03% | +23,290 | New |
| Swiss National Bank | 23,189 | $2.19M | 0.00% | +300+1.3% | Added |
| HRT Financial LP | 22,531 | $2.13M | 0.01% | +3,324+17.3% | Added |
| Barclays PLC | 22,131 | $2.09M | 0.00% | +4,419+24.9% | Added |
| Quest Partners LLC | 21,767 | $2.06M | 0.12% | +8,477+63.8% | Added |
| UBS Asset Management Americas Inc | 20,314 | $1.92M | 0.00% | +1,949+10.6% | Added |
| Jackson Creek Investment Advisors LLC | 18,574 | $1.75M | 0.52% | +18,574 | New |
| Point72 Asset Management, L.P. | 17,588 | $1.66M | 0.00% | +11,688+198.1% | Added |
| Squarepoint Ops LLC | 16,227 | $1.53M | 0.00% | +7,850+93.7% | Added |
| D. E. Shaw & Co., Inc. | 15,348 | $1.45M | 0.00% | −4,594−23.0% | Reduced |
| SEI Investments Co | 15,056 | $1.42M | 0.00% | +4,293+39.9% | Added |
| Fisher Asset Management, LLC | 14,817 | $1.40M | 0.00% | −997−6.3% | Reduced |
| Bridgeway Capital Management, LLC | 14,176 | $1.34M | 0.03% | −1,000−6.6% | Reduced |
| Winton Group Ltd | 14,136 | $1.33M | 0.05% | +150+1.1% | Added |
| Virginia Retirement Systems Et Al | 14,113 | $1.33M | 0.01% | −3,400−19.4% | Reduced |
| Envestnet Asset Management Inc | 13,968 | $1.32M | 0.00% | −168−1.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 13,674 | $1.29M | 0.04% | +991+7.8% | Added |
| Russell Investments Group, Ltd. | 13,557 | $1.28M | 0.00% | −513−3.6% | Reduced |
| Citigroup Inc | 13,471 | $1.27M | 0.00% | −565−4.0% | Reduced |
| Wells Fargo & Company | 13,443 | $1.27M | 0.00% | +4,206+45.5% | Added |
| Alliancebernstein L.P. | 13,315 | $1.26M | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 12,345 | $1.17M | 0.05% | +12,345 | New |
| New York State Teachers Retirement System | 11,079 | $1.05M | 0.00% | −252−2.2% | Reduced |
| Deutsche Bank AG | 11,008 | $1.04M | 0.00% | +505+4.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,993 | $1.04M | 0.02% | +6,890+167.9% | Added |
| Great West Life Assurance Co | 10,905 | $1.03M | 0.00% | −5,257−32.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 10,675 | $1.01M | 0.03% | +10,675 | New |
| Unison Advisors LLC | 10,663 | $1.01M | 0.09% | +89+0.8% | Added |
| California State Teachers Retirement System | 10,651 | $1.01M | 0.00% | −1,256−10.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,255 | $968.4K | 0.00% | −480−4.5% | Reduced |
| Rafferty Asset Management, LLC | 10,187 | $962.0K | 0.00% | −3,370−24.9% | Reduced |
| Wedge Capital Management L L P | 9,971 | $941.6K | 0.02% | −87−0.9% | Reduced |
| NewEdge Wealth, LLC | 9,506 | $897.6K | 0.01% | +1,014+11.9% | Added |
| SummerHaven Investment Management, LLC | 9,181 | $867.0K | 0.49% | 00.0% | Unchanged |
| CWM, LLC | 8,462 | $799.0K | 0.00% | −1,119−11.7% | Reduced |
| Globeflex Capital L P | 8,280 | $781.9K | 0.12% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 7,795 | $736.0K | 0.00% | −508−6.1% | Reduced |
| Intrust Bank NA | 7,704 | $727.5K | 0.06% | −702−8.4% | Reduced |
| Credit Agricole S A | 7,640 | $721.4K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 7,529 | $711.0K | 0.01% | +2,653+54.4% | Added |
| Gsa Capital Partners LLP | 6,856 | $647.0K | 0.06% | −5,967−46.5% | Reduced |
| KLP Kapitalforvaltning AS | 6,700 | $632.7K | 0.00% | +200+3.1% | Added |