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 |
|---|---|---|---|---|---|
| Sterling Capital Management LLC | 5,105 | $482.1K | 0.01% | −136−2.6% | Reduced |
| Quantbot Technologies LP | 5,191 | $490.2K | 0.02% | −8,283−61.5% | Reduced |
| Louisiana State Employees Retirement System | 5,200 | $491.0K | 0.01% | −100−1.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,418 | $511.6K | 0.00% | −11−0.2% | Reduced |
| GWM Advisors LLC | 5,562 | $525.2K | 0.00% | +2,098+60.6% | Added |
| Bokf, NA | 5,591 | $528.0K | 0.01% | −31−0.6% | Reduced |
| Canada Pension Plan Investment Board | 5,800 | $547.7K | 0.00% | +5,800 | New |
| SG Americas Securities, LLC | 5,944 | $561.0K | 0.00% | −2,894−32.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,927 | $568.6K | 0.00% | +619+11.7% | Added |
| Illinois Municipal Retirement Fund | 6,126 | $578.5K | 0.01% | +31+0.5% | Added |
| Horizon Investments, LLC | 6,231 | $583.5K | 0.01% | +209+3.5% | Added |
| BNP Paribas Arbitrage, SA | 6,309 | $595.8K | 0.00% | −2,655−29.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,354 | $600.0K | 0.00% | +3,248+104.6% | Added |
| Comerica Bank | 6,379 | $602.4K | 0.00% | −667−9.5% | Reduced |
| State of Alaska, Department of Revenue | 6,392 | $603.0K | 0.01% | −26−0.4% | Reduced |
| Janus Henderson Group PLC | 6,398 | $603.8K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 6,581 | $621.5K | 0.00% | −6,865−51.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,582 | $621.5K | 0.01% | +717+12.2% | Added |
| MetLife Investment Management | 6,651 | $628.1K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 6,700 | $632.7K | 0.00% | +200+3.1% | Added |
| Gsa Capital Partners LLP | 6,856 | $647.0K | 0.06% | −5,967−46.5% | Reduced |
| Quadrature Capital Ltd | 7,529 | $711.0K | 0.01% | +2,653+54.4% | Added |
| Credit Agricole S A | 7,640 | $721.4K | 0.00% | 00.0% | Unchanged |
| Intrust Bank NA | 7,704 | $727.5K | 0.06% | −702−8.4% | Reduced |
| Thrivent Financial for Lutherans | 7,795 | $736.0K | 0.00% | −508−6.1% | Reduced |
| Globeflex Capital L P | 8,280 | $781.9K | 0.12% | 00.0% | Unchanged |
| CWM, LLC | 8,462 | $799.0K | 0.00% | −1,119−11.7% | Reduced |
| SummerHaven Investment Management, LLC | 9,181 | $867.0K | 0.49% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 9,506 | $897.6K | 0.01% | +1,014+11.9% | Added |
| Wedge Capital Management L L P | 9,971 | $941.6K | 0.02% | −87−0.9% | Reduced |
| Rafferty Asset Management, LLC | 10,187 | $962.0K | 0.00% | −3,370−24.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,255 | $968.4K | 0.00% | −480−4.5% | Reduced |
| California State Teachers Retirement System | 10,651 | $1.01M | 0.00% | −1,256−10.5% | Reduced |
| Unison Advisors LLC | 10,663 | $1.01M | 0.09% | +89+0.8% | Added |
| Susquehanna Fundamental Investments, LLC | 10,675 | $1.01M | 0.03% | +10,675 | New |
| Great West Life Assurance Co | 10,905 | $1.03M | 0.00% | −5,257−32.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 10,993 | $1.04M | 0.02% | +6,890+167.9% | Added |
| Deutsche Bank AG | 11,008 | $1.04M | 0.00% | +505+4.8% | Added |
| New York State Teachers Retirement System | 11,079 | $1.05M | 0.00% | −252−2.2% | Reduced |
| Virtu Financial LLC | 12,345 | $1.17M | 0.05% | +12,345 | New |
| Alliancebernstein L.P. | 13,315 | $1.26M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 13,443 | $1.27M | 0.00% | +4,206+45.5% | Added |
| Citigroup Inc | 13,471 | $1.27M | 0.00% | −565−4.0% | Reduced |
| Russell Investments Group, Ltd. | 13,557 | $1.28M | 0.00% | −513−3.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 13,674 | $1.29M | 0.04% | +991+7.8% | Added |
| Envestnet Asset Management Inc | 13,968 | $1.32M | 0.00% | −168−1.2% | Reduced |
| Virginia Retirement Systems Et Al | 14,113 | $1.33M | 0.01% | −3,400−19.4% | Reduced |
| Winton Group Ltd | 14,136 | $1.33M | 0.05% | +150+1.1% | Added |
| Bridgeway Capital Management, LLC | 14,176 | $1.34M | 0.03% | −1,000−6.6% | Reduced |
| Fisher Asset Management, LLC | 14,817 | $1.40M | 0.00% | −997−6.3% | Reduced |
| SEI Investments Co | 15,056 | $1.42M | 0.00% | +4,293+39.9% | Added |
| D. E. Shaw & Co., Inc. | 15,348 | $1.45M | 0.00% | −4,594−23.0% | Reduced |
| Squarepoint Ops LLC | 16,227 | $1.53M | 0.00% | +7,850+93.7% | Added |
| Point72 Asset Management, L.P. | 17,588 | $1.66M | 0.00% | +11,688+198.1% | Added |
| Jackson Creek Investment Advisors LLC | 18,574 | $1.75M | 0.52% | +18,574 | New |
| UBS Asset Management Americas Inc | 20,314 | $1.92M | 0.00% | +1,949+10.6% | Added |
| Quest Partners LLC | 21,767 | $2.06M | 0.12% | +8,477+63.8% | Added |
| Barclays PLC | 22,131 | $2.09M | 0.00% | +4,419+24.9% | Added |
| HRT Financial LP | 22,531 | $2.13M | 0.01% | +3,324+17.3% | Added |
| Swiss National Bank | 23,189 | $2.19M | 0.00% | +300+1.3% | Added |
| Segall Bryant & Hamill, LLC | 23,290 | $2.20M | 0.03% | +23,290 | New |
| Prudential Financial Inc | 23,708 | $2.24M | 0.00% | +12,056+103.5% | Added |
| Jane Street Group, LLC | 23,772 | $2.24M | 0.00% | −7,052−22.9% | Reduced |
| Royce & Associates LP | 25,200 | $2.38M | 0.02% | +202+0.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 24,417 | $2.39M | 0.00% | +21,269+675.6% | Added |
| Tudor Investment Corp Et Al | 25,845 | $2.44M | 0.01% | −2,076−7.4% | Reduced |
| AQR Capital Management LLC | 27,134 | $2.56M | 0.00% | −3,993−12.8% | Reduced |
| Legal & General Group Plc | 28,784 | $2.72M | 0.00% | −1,442−4.8% | Reduced |
| Voloridge Investment Management, LLC | 28,942 | $2.73M | 0.01% | −12,659−30.4% | Reduced |
| Bank of America Corp | 29,388 | $2.78M | 0.00% | −9,761−24.9% | Reduced |
| Franklin Resources Inc | 30,943 | $2.92M | 0.00% | +941+3.1% | Added |
| Brandywine Global Investment Management, LLC | 31,073 | $2.93M | 0.02% | −1,200−3.7% | Reduced |
| Azora Capital LP | 32,882 | $3.11M | 0.20% | +32,882 | New |
| Royal Bank of Canada | 33,539 | $3.17M | 0.00% | −20,099−37.5% | Reduced |
| Marshall Wace, LLP | 33,569 | $3.17M | 0.00% | +30,869+1,143.3% | Added |
| Rhumbline Advisers | 34,119 | $3.22M | 0.00% | −5,576−14.0% | Reduced |
| New York State Common Retirement Fund | 34,972 | $3.30M | 0.00% | +3,650+11.7% | Added |
| Federated Hermes, Inc. | 36,803 | $3.48M | 0.01% | +6,859+22.9% | Added |
| Ameriprise Financial Inc | 38,687 | $3.65M | 0.00% | −1,720−4.3% | Reduced |
| Trexquant Investment LP | 38,750 | $3.66M | 0.03% | +32,988+572.5% | Added |
| Kestrel Investment Management Corp | 40,050 | $3.78M | 2.14% | −1,400−3.4% | Reduced |
| Price T Rowe Associates Inc | 40,120 | $3.79M | 0.00% | −40−0.1% | Reduced |
| JPMorgan Chase & Co | 45,528 | $4.30M | 0.00% | +2,052+4.7% | Added |
| Renaissance Technologies LLC | 49,755 | $4.70M | 0.01% | −24,800−33.3% | Reduced |
| Denali Advisors LLC | 50,600 | $4.78M | 0.53% | +16,400+48.0% | Added |
| First Trust Advisors LP | 51,138 | $4.83M | 0.00% | −11,056−17.8% | Reduced |
| FMR LLC | 52,023 | $4.91M | 0.00% | +10,001+23.8% | Added |
| De Lisle Partners LLP | 54,679 | $5.16M | 0.66% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 55,757 | $5.27M | 0.02% | −611−1.1% | Reduced |
| UBS Group AG | 58,300 | $5.51M | 0.00% | −24,983−30.0% | Reduced |
| Two Sigma Advisers, LP | 62,800 | $5.93M | 0.01% | −2,300−3.5% | Reduced |
| Maltese Capital Management LLC | 64,788 | $6.12M | 1.09% | −7,712−10.6% | Reduced |
| ProShare Advisors LLC | 65,200 | $6.16M | 0.01% | −2,284−3.4% | Reduced |
| Citadel Advisors LLC | 67,422 | $6.37M | 0.00% | +45,750+211.1% | Added |
| Principal Financial Group Inc | 69,972 | $6.61M | 0.00% | +3,880+5.9% | Added |
| Millennium Management LLC | 75,972 | $7.17M | 0.01% | −63,401−45.5% | Reduced |
| Dana Investment Advisors, Inc. | 80,673 | $7.62M | 0.22% | −188−0.2% | Reduced |
| Invesco Ltd. | 101,932 | $9.63M | 0.00% | +28,454+38.7% | Added |
| Two Sigma Investments, LP | 106,494 | $10.1M | 0.01% | +1,211+1.2% | Added |
| Stieven Capital Advisors, L.P. | 117,921 | $11.1M | 2.06% | −300−0.3% | Reduced |