Preferred Bank

PFBC

Exchange: Nasdaq
SEC CIK: 0001492165

SEC filings (opens in a new tab)

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.

Q4 2025 vs. Q3 2025

How the institutions holding Preferred Bank changed between Q3 2025 and Q4 2025.

All holders in Q4 2025 All holders in Q3 2025

13F holders of PFBC: Q3 2025 compared with Q4 2025
Measure	Q3 2025	Of which not filed for Q4 2025	Q4 2025	Change
Holders	213	4	219	+10
Shares	10.4M	4.79K	10.4M	+11.2K (+0.1%)
Value	$941.8M	$433.1K	$985.1M	+$43.7M (+4.6%)

4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (29)

Institutions that held Preferred Bank at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to PFBC in Q4 2025
Institution	Shares	Value	% of portfolio
Azora Capital LP	32,882	$3.11M	0.20%
Segall Bryant & Hamill, LLC	23,290	$2.20M	0.03%
Jackson Creek Investment Advisors LLC	18,574	$1.75M	0.52%
Virtu Financial LLC	12,345	$1.17M	0.05%
Susquehanna Fundamental Investments, LLC	10,675	$1.01M	0.03%
Canada Pension Plan Investment Board	5,800	$547.7K	0.00%
Versor Investments LP	4,904	$463.1K	0.07%
Guggenheim Capital LLC	4,623	$436.6K	0.00%
Weiss Asset Management LP	3,879	$366.3K	0.01%
Two Sigma Securities, LLC	3,771	$356.1K	0.05%
DGS Capital Management, LLC	2,624	$247.8K	0.04%
JMN Financial LLC	2,607	$246.2K	0.25%
Mirabella Financial Services LLP	2,246	$212.1K	0.02%
ISAM Funds (UK) Ltd	2,185	$206.3K	0.07%
Kemnay Advisory Services Inc.	961	$90.7K	0.01%
Pinnacle Wealth Planning Services, Inc.	624	$58.9K	0.01%
Caitong International Asset Management Co., Ltd	211	$19.9K	0.00%
ZRC Wealth Management, LLC	125	$11.8K	0.00%
Eurizon Capital SGR S.p.A.	69	$6.52K	0.00%
International Assets Investment Management, LLC	40	$3.78K	0.00%
Parallel Advisors, LLC	27	$2.56K	0.00%
Aster Capital Management (DIFC) Ltd	22	$2.08K	0.00%
Sound Income Strategies, LLC	16	$1.56K	0.00%
Ankerstar Wealth, LLC	8	$755	0.00%
Assetmark, Inc	5	$472	0.00%
CIBC Private Wealth Group, LLC	3	$283	0.00%
Flagship Harbor Advisors, LLC	2	$189	0.00%
Gilpin Wealth Management, LLC	1	$95	0.00%
Keating Financial Advisory Services, Inc.	1	$94	0.00%

Sold out (19)

Institutions that held Preferred Bank at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of PFBC in Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
ExodusPoint Capital Management, LP	10,876	$983.1K
Dynamic Technology Lab Private Ltd	10,212	$923.0K
Susquehanna International Group, LLP	8,010	$724.0K
State of Wisconsin Investment Board	6,145	$555.4K
MQS Management LLC	5,575	$503.9K
Balyasny Asset Management LLC	5,086	$459.7K
Brevan Howard Capital Management LP	4,153	$375.4K
Pitcairn Co	3,507	$317.0K
Teacher Retirement System of Texas	3,291	$297.5K
Arrowstreet Capital, Limited Partnership	3,095	$279.8K
Mariner, LLC	3,093	$279.6K
PharVision Advisers, LLC	3,044	$275.1K
Johnson Financial Group, Inc.	774	$70.0K
Wealthspire Advisors, LLC	131	$11.8K
Simplex Trading, LLC	77	$6.00K
Optiver Holding B.V.	40	$3.62K
Mather Group, LLC.	30	$2.71K
Signaturefd, LLC	7	$633
Atlantic Trust, LLC	5	$452

Not filed for Q4 2025 yet (4)

Institutions that held Preferred Bank at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFBC in Q3 2025 that haven't filed for Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Cubist Systematic Strategies, LLC	2,935	$265.3K
Point72 (DIFC) Ltd	1,709	$154.5K
Point72 Asia (Singapore) Pte. Ltd.	125	$11.3K
Point72 Europe (London) LLP	23	$2.08K