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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.

Institutional holdersQ4 2025: 219 institutions
Q1 2021: 133 institutionsQ2 2021: 130 institutionsQ3 2021: 128 institutionsQ4 2021: 145 institutionsQ1 2022: 163 institutionsQ2 2022: 160 institutionsQ3 2022: 157 institutionsQ4 2022: 177 institutionsQ1 2023: 174 institutionsQ2 2023: 169 institutionsQ3 2023: 186 institutionsQ4 2023: 195 institutionsQ1 2024: 195 institutionsQ2 2024: 209 institutionsQ3 2024: 216 institutionsQ4 2024: 220 institutionsQ1 2025: 221 institutionsQ2 2025: 210 institutionsQ3 2025: 213 institutionsQ4 2025: 219 institutionsQ1 2026: 207 institutionsQ2 2026: 229 institutions
Value heldQ4 2025: $985.1M
Q1 2021: $726.5MQ2 2021: $712.5MQ3 2021: $736.2MQ4 2021: $791.3MQ1 2022: $828.8MQ2 2022: $748.3MQ3 2022: $700.4MQ4 2022: $833.0MQ1 2023: $612.4MQ2 2023: $595.0MQ3 2023: $649.9MQ4 2023: $766.9MQ1 2024: $823.4MQ2 2024: $832.1MQ3 2024: $893.3MQ4 2024: $994.7MQ1 2025: $953.0MQ2 2025: $932.4MQ3 2025: $941.8MQ4 2025: $985.1MQ1 2026: $920.2MQ2 2026: $1.10B
Institutions holding PFBC and their total value by quarter
QuarterHoldersValue
Q2 2026229$1.10B
Q1 2026207$920.2M
Q4 2025219$985.1M
Q3 2025213$941.8M
Q2 2025210$932.4M
Q1 2025221$953.0M
Q4 2024220$994.7M
Q3 2024216$893.3M
Q2 2024209$832.1M
Q1 2024195$823.4M
Q4 2023195$766.9M
Q3 2023186$649.9M
Q2 2023169$595.0M
Q1 2023174$612.4M
Q4 2022177$833.0M
Q3 2022157$700.4M
Q2 2022160$748.3M
Q1 2022163$828.8M
Q4 2021145$791.3M
Q3 2021128$736.2M
Q2 2021130$712.5M
Q1 2021133$726.5M

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Preferred Bank; share changes are against Q3 2025.

Institutions holding PFBC in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd4$00.00%−86−95.6%Reduced
Capital Advisors, Ltd. LLC4$00.00%00.0%Unchanged
SBI Securities Co., Ltd.1$940.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.1$940.00%+1New
TFC Financial Management1$950.00%00.0%Unchanged
Gilpin Wealth Management, LLC1$950.00%+1New
Flagship Harbor Advisors, LLC2$1890.00%+2New
CIBC Private Wealth Group, LLC3$2830.00%+3New
Larson Financial Group LLC4$3780.00%00.0%Unchanged
Assetmark, Inc5$4720.00%+5New
Farmers & Merchants Investments Inc7$6610.00%−2−22.2%Reduced
Essential Partners LLC8$7550.00%00.0%Unchanged
Ankerstar Wealth, LLC8$7550.00%+8New
True Wealth Design, LLC9$8500.00%00.0%Unchanged
Farther Finance Advisors, LLC9$8500.00%00.0%Unchanged
Glen Eagle Advisors, LLC15$1.39K0.00%00.0%Unchanged
Quarry LP16$1.51K0.00%−507−96.9%Reduced
Bruce G. Allen Investments, LLC16$1.51K0.00%+3+23.1%Added
Sound Income Strategies, LLC16$1.56K0.00%+16New
Jones Financial Companies LLLP17$1.60K0.00%00.0%Unchanged
Rothschild Investment LLC20$1.89K0.00%00.0%Unchanged
Aster Capital Management (DIFC) Ltd22$2.08K0.00%+22New
Parallel Advisors, LLC27$2.56K0.00%+27New
US Bancorp28$2.64K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.28$2.68K0.00%−350−92.6%Reduced
Fortitude Family Office, LLC30$2.83K0.00%00.0%Unchanged
IFP Advisors, Inc34$3.21K0.00%+32+1,600.0%Added
International Assets Investment Management, LLC40$3.78K0.00%+40New
Quadrant Capital Group LLC46$4.34K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC46$4.34K0.00%+4+9.5%Added
Eurizon Capital SGR S.p.A.69$6.52K0.00%+69New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.98$9.40K0.00%00.0%Unchanged
Salomon & Ludwin, LLC104$9.99K0.00%−26−20.0%Reduced
Harbor Capital Advisors, Inc.118$11.0K0.00%−2−1.7%Reduced
ZRC Wealth Management, LLC125$11.8K0.00%+125New
Fifth Third Bancorp127$12.0K0.00%+4+3.3%Added
Hantz Financial Services, Inc.138$13.0K0.00%−16−10.4%Reduced
Bessemer Group Inc152$14.0K0.00%+33+27.7%Added
Northwestern Mutual Wealth Management Co156$14.7K0.00%+28+21.9%Added
Umb Bank N A176$16.6K0.00%+8+4.8%Added
Huntington National Bank185$17.5K0.00%−9−4.6%Reduced
Versant Capital Management, Inc198$18.7K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio198$18.7K0.00%+4+2.1%Added
Rockefeller Capital Management L.P.203$19.2K0.00%−12−5.6%Reduced
Caitong International Asset Management Co., Ltd211$19.9K0.00%+211New
NBC Securities, Inc.274$25.9K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC299$28.2K0.00%−47−13.6%Reduced
Smartleaf Asset Management LLC477$46.8K0.00%+14+3.0%Added
GAMMA Investing LLC546$51.6K0.00%+34+6.6%Added
Pinnacle Wealth Planning Services, Inc.624$58.9K0.01%+624New
Advisor Group Holdings, Inc.666$63.0K0.00%00.0%Unchanged
Massmutual Trust Co FSB813$76.8K0.00%00.0%Unchanged
Copeland Capital Management, LLC837$79.0K0.00%00.0%Unchanged
Kemnay Advisory Services Inc.961$90.7K0.01%+961New
Ameritas Investment Partners, Inc.976$92.2K0.00%00.0%Unchanged
Clearstead Advisors, LLC1,072$101.2K0.00%+705+192.1%Added
The PNC Financial Services Group, Inc.1,145$108.1K0.00%−26−2.2%Reduced
Parkside Financial Bank & Trust1,184$111.8K0.01%−3−0.3%Reduced
Ensign Peak Advisors, Inc1,293$122.1K0.00%−2,550−66.4%Reduced
Advisors Asset Management, Inc.1,406$132.8K0.00%−1,520−51.9%Reduced
Rexford Capital Inc1,480$139.8K0.11%00.0%Unchanged
Tower Research Capital LLC (TRC)2,090$197.4K0.00%+1,364+187.9%Added
ISAM Funds (UK) Ltd2,185$206.3K0.07%+2,185New
Voya Investment Management LLC2,228$210.4K0.00%−153−6.4%Reduced
Mirabella Financial Services LLP2,246$212.1K0.02%+2,246New
Los Angeles Capital Management LLC2,350$213.3K0.00%−5,103−68.5%Reduced
Numerai GP LLC2,278$215.1K0.03%−21,118−90.3%Reduced
Princeton Capital Management LLC2,500$236.1K0.06%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC2,516$239.4K0.00%+52+2.1%Added
JMN Financial LLC2,607$246.2K0.25%+2,607New
Oregon Public Employees Retirement Fund2,622$247.6K0.00%00.0%Unchanged
DGS Capital Management, LLC2,624$247.8K0.04%+2,624New
Zurcher Kantonalbank (Zurich Cantonalbank)2,714$256.3K0.00%00.0%Unchanged
State of Tennessee, Treasury Department3,021$259.1K0.00%−238−7.3%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys2,808$265.2K0.00%−123−4.2%Reduced
Robeco Institutional Asset Management B.V.2,901$273.9K0.00%00.0%Unchanged
Teachers Retirement System of the State of Kentucky2,925$276.0K0.00%−399−12.0%Reduced
Police & Firemen's Retirement System of New Jersey3,058$288.8K0.00%−387−11.2%Reduced
Sequoia Financial Advisors, LLC3,170$299.3K0.00%−587−15.6%Reduced
Yousif Capital Management, LLC3,092$299.7K0.00%−470−13.2%Reduced
Arizona State Retirement System3,281$309.8K0.00%−195−5.6%Reduced
Amalgamated Bank3,349$316.0K0.00%−103−3.0%Reduced
Connor, Clark & Lunn Investment Management Ltd.3,518$332.2K0.00%−527−13.0%Reduced
Two Sigma Securities, LLC3,771$356.1K0.05%+3,771New
Quantinno Capital Management LP3,798$358.7K0.00%+916+31.8%Added
Dark Forest Capital Management LP3,811$359.9K0.02%−3,526−48.1%Reduced
Weiss Asset Management LP3,879$366.3K0.01%+3,879New
Engineers Gate Manager LP3,880$366.4K0.00%−7,331−65.4%Reduced
Raymond James Financial Inc3,902$368.5K0.00%+33+0.9%Added
Allworth Financial LP4,022$379.8K0.00%+11+0.3%Added
LSV Asset Management4,300$406.0K0.00%+600+16.2%Added
Aquatic Capital Management LLC4,447$419.9K0.01%+493+12.5%Added
Guggenheim Capital LLC4,623$436.6K0.00%+4,623New
Jump Financial, LLC4,720$445.7K0.01%−2,625−35.7%Reduced
Infrastructure Capital Advisors, LLC4,771$450.5K0.05%00.0%Unchanged
Versor Investments LP4,904$463.1K0.07%+4,904New
Alps Advisors Inc4,916$464.2K0.00%+54+1.1%Added
Manufacturers Life Insurance Company, The4,962$468.6K0.00%−379−7.1%Reduced
Angel Oak Capital Advisors, LLC5,000$472.1K0.69%00.0%Unchanged
Intech Investment Management LLC5,070$478.8K0.00%−5,353−51.4%Reduced