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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 6,651 | $628.1K | 0.00% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,582 | $621.5K | 0.01% | +717+12.2% | Added |
| Pathstone Holdings, LLC | 6,581 | $621.5K | 0.00% | −6,865−51.1% | Reduced |
| Janus Henderson Group PLC | 6,398 | $603.8K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 6,392 | $603.0K | 0.01% | −26−0.4% | Reduced |
| Comerica Bank | 6,379 | $602.4K | 0.00% | −667−9.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,354 | $600.0K | 0.00% | +3,248+104.6% | Added |
| BNP Paribas Arbitrage, SA | 6,309 | $595.8K | 0.00% | −2,655−29.6% | Reduced |
| Horizon Investments, LLC | 6,231 | $583.5K | 0.01% | +209+3.5% | Added |
| Illinois Municipal Retirement Fund | 6,126 | $578.5K | 0.01% | +31+0.5% | Added |
| Allspring Global Investments Holdings, LLC | 5,927 | $568.6K | 0.00% | +619+11.7% | Added |
| SG Americas Securities, LLC | 5,944 | $561.0K | 0.00% | −2,894−32.7% | Reduced |
| Canada Pension Plan Investment Board | 5,800 | $547.7K | 0.00% | +5,800 | New |
| Bokf, NA | 5,591 | $528.0K | 0.01% | −31−0.6% | Reduced |
| GWM Advisors LLC | 5,562 | $525.2K | 0.00% | +2,098+60.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,418 | $511.6K | 0.00% | −11−0.2% | Reduced |
| Louisiana State Employees Retirement System | 5,200 | $491.0K | 0.01% | −100−1.9% | Reduced |
| Quantbot Technologies LP | 5,191 | $490.2K | 0.02% | −8,283−61.5% | Reduced |
| Sterling Capital Management LLC | 5,105 | $482.1K | 0.01% | −136−2.6% | Reduced |
| Intech Investment Management LLC | 5,070 | $478.8K | 0.00% | −5,353−51.4% | Reduced |
| Angel Oak Capital Advisors, LLC | 5,000 | $472.1K | 0.69% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 4,962 | $468.6K | 0.00% | −379−7.1% | Reduced |
| Alps Advisors Inc | 4,916 | $464.2K | 0.00% | +54+1.1% | Added |
| Versor Investments LP | 4,904 | $463.1K | 0.07% | +4,904 | New |
| Infrastructure Capital Advisors, LLC | 4,771 | $450.5K | 0.05% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,720 | $445.7K | 0.01% | −2,625−35.7% | Reduced |
| Guggenheim Capital LLC | 4,623 | $436.6K | 0.00% | +4,623 | New |
| Aquatic Capital Management LLC | 4,447 | $419.9K | 0.01% | +493+12.5% | Added |
| LSV Asset Management | 4,300 | $406.0K | 0.00% | +600+16.2% | Added |
| Allworth Financial LP | 4,022 | $379.8K | 0.00% | +11+0.3% | Added |
| Raymond James Financial Inc | 3,902 | $368.5K | 0.00% | +33+0.9% | Added |
| Engineers Gate Manager LP | 3,880 | $366.4K | 0.00% | −7,331−65.4% | Reduced |
| Weiss Asset Management LP | 3,879 | $366.3K | 0.01% | +3,879 | New |
| Dark Forest Capital Management LP | 3,811 | $359.9K | 0.02% | −3,526−48.1% | Reduced |
| Quantinno Capital Management LP | 3,798 | $358.7K | 0.00% | +916+31.8% | Added |
| Two Sigma Securities, LLC | 3,771 | $356.1K | 0.05% | +3,771 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 3,518 | $332.2K | 0.00% | −527−13.0% | Reduced |
| Amalgamated Bank | 3,349 | $316.0K | 0.00% | −103−3.0% | Reduced |
| Arizona State Retirement System | 3,281 | $309.8K | 0.00% | −195−5.6% | Reduced |
| Yousif Capital Management, LLC | 3,092 | $299.7K | 0.00% | −470−13.2% | Reduced |
| Sequoia Financial Advisors, LLC | 3,170 | $299.3K | 0.00% | −587−15.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,058 | $288.8K | 0.00% | −387−11.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,925 | $276.0K | 0.00% | −399−12.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,901 | $273.9K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,808 | $265.2K | 0.00% | −123−4.2% | Reduced |
| State of Tennessee, Treasury Department | 3,021 | $259.1K | 0.00% | −238−7.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,714 | $256.3K | 0.00% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 2,624 | $247.8K | 0.04% | +2,624 | New |
| Oregon Public Employees Retirement Fund | 2,622 | $247.6K | 0.00% | 00.0% | Unchanged |
| JMN Financial LLC | 2,607 | $246.2K | 0.25% | +2,607 | New |
| Wealth Enhancement Advisory Services, LLC | 2,516 | $239.4K | 0.00% | +52+2.1% | Added |
| Princeton Capital Management LLC | 2,500 | $236.1K | 0.06% | 00.0% | Unchanged |
| Numerai GP LLC | 2,278 | $215.1K | 0.03% | −21,118−90.3% | Reduced |
| Los Angeles Capital Management LLC | 2,350 | $213.3K | 0.00% | −5,103−68.5% | Reduced |
| Mirabella Financial Services LLP | 2,246 | $212.1K | 0.02% | +2,246 | New |
| Voya Investment Management LLC | 2,228 | $210.4K | 0.00% | −153−6.4% | Reduced |
| ISAM Funds (UK) Ltd | 2,185 | $206.3K | 0.07% | +2,185 | New |
| Tower Research Capital LLC (TRC) | 2,090 | $197.4K | 0.00% | +1,364+187.9% | Added |
| Rexford Capital Inc | 1,480 | $139.8K | 0.11% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,406 | $132.8K | 0.00% | −1,520−51.9% | Reduced |
| Ensign Peak Advisors, Inc | 1,293 | $122.1K | 0.00% | −2,550−66.4% | Reduced |
| Parkside Financial Bank & Trust | 1,184 | $111.8K | 0.01% | −3−0.3% | Reduced |
| The PNC Financial Services Group, Inc. | 1,145 | $108.1K | 0.00% | −26−2.2% | Reduced |
| Clearstead Advisors, LLC | 1,072 | $101.2K | 0.00% | +705+192.1% | Added |
| Ameritas Investment Partners, Inc. | 976 | $92.2K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 961 | $90.7K | 0.01% | +961 | New |
| Copeland Capital Management, LLC | 837 | $79.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 813 | $76.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 666 | $63.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 624 | $58.9K | 0.01% | +624 | New |
| GAMMA Investing LLC | 546 | $51.6K | 0.00% | +34+6.6% | Added |
| Smartleaf Asset Management LLC | 477 | $46.8K | 0.00% | +14+3.0% | Added |
| EverSource Wealth Advisors, LLC | 299 | $28.2K | 0.00% | −47−13.6% | Reduced |
| NBC Securities, Inc. | 274 | $25.9K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 211 | $19.9K | 0.00% | +211 | New |
| Rockefeller Capital Management L.P. | 203 | $19.2K | 0.00% | −12−5.6% | Reduced |
| Versant Capital Management, Inc | 198 | $18.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 198 | $18.7K | 0.00% | +4+2.1% | Added |
| Huntington National Bank | 185 | $17.5K | 0.00% | −9−4.6% | Reduced |
| Umb Bank N A | 176 | $16.6K | 0.00% | +8+4.8% | Added |
| Northwestern Mutual Wealth Management Co | 156 | $14.7K | 0.00% | +28+21.9% | Added |
| Bessemer Group Inc | 152 | $14.0K | 0.00% | +33+27.7% | Added |
| Hantz Financial Services, Inc. | 138 | $13.0K | 0.00% | −16−10.4% | Reduced |
| Fifth Third Bancorp | 127 | $12.0K | 0.00% | +4+3.3% | Added |
| ZRC Wealth Management, LLC | 125 | $11.8K | 0.00% | +125 | New |
| Harbor Capital Advisors, Inc. | 118 | $11.0K | 0.00% | −2−1.7% | Reduced |
| Salomon & Ludwin, LLC | 104 | $9.99K | 0.00% | −26−20.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $9.40K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 69 | $6.52K | 0.00% | +69 | New |
| Quadrant Capital Group LLC | 46 | $4.34K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 46 | $4.34K | 0.00% | +4+9.5% | Added |
| International Assets Investment Management, LLC | 40 | $3.78K | 0.00% | +40 | New |
| IFP Advisors, Inc | 34 | $3.21K | 0.00% | +32+1,600.0% | Added |
| Fortitude Family Office, LLC | 30 | $2.83K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 28 | $2.68K | 0.00% | −350−92.6% | Reduced |
| US Bancorp | 28 | $2.64K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 27 | $2.56K | 0.00% | +27 | New |
| Aster Capital Management (DIFC) Ltd | 22 | $2.08K | 0.00% | +22 | New |
| Rothschild Investment LLC | 20 | $1.89K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 17 | $1.60K | 0.00% | 00.0% | Unchanged |