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 |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 124,218 | $11.7M | 0.00% | −8,567−6.5% | Reduced |
| Qube Research & Technologies Ltd | 126,267 | $11.9M | 0.02% | +51,631+69.2% | Added |
| Phocas Financial Corp. | 129,878 | $12.3M | 1.59% | −312−0.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 138,935 | $13.1M | 0.04% | +590+0.4% | Added |
| Northern Trust Corp | 144,084 | $13.6M | 0.00% | −9,363−6.1% | Reduced |
| HSBC Holdings PLC | 144,588 | $14.0M | 0.01% | +28,268+24.3% | Added |
| Kennedy Capital Management, Inc. | 199,419 | $18.8M | 0.40% | +33,157+19.9% | Added |
| Goldman Sachs Group Inc | 206,622 | $19.5M | 0.00% | +33,124+19.1% | Added |
| Morgan Stanley | 211,840 | $20.0M | 0.00% | −28,064−11.7% | Reduced |
| Nuveen, LLC | 356,065 | $33.6M | 0.01% | +18,309+5.4% | Added |
| Geode Capital Management, LLC | 361,322 | $34.1M | 0.00% | −1,011−0.3% | Reduced |
| American Century Companies Inc | 366,320 | $34.6M | 0.02% | +28,516+8.4% | Added |
| Boston Partners | 492,907 | $46.6M | 0.05% | −35,619−6.7% | Reduced |
| Charles Schwab Investment Management Inc | 494,827 | $46.7M | 0.01% | +16,348+3.4% | Added |
| State Street Corp | 541,218 | $51.1M | 0.00% | −13,572−2.4% | Reduced |
| Dimensional Fund Advisors LP | 586,349 | $55.4M | 0.01% | −14,697−2.4% | Reduced |
| Vanguard Group Inc | 837,897 | $79.1M | 0.00% | −31,734−3.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,045,682 | $98.7M | 0.06% | −93,455−8.2% | Reduced |
| BlackRock, Inc. | 1,206,400 | $113.9M | 0.00% | −4,275−0.4% | Reduced |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −10,876−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,212−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −8,010−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −6,145−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −5,575−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −5,086−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −4,153−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −3,507−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −3,291−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −3,095−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −3,093−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −3,044−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −774−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |