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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
Sound Income Strategies, LLC16$1.56K0.00%+16New
Quarry LP16$1.51K0.00%−507−96.9%Reduced
Bruce G. Allen Investments, LLC16$1.51K0.00%+3+23.1%Added
Glen Eagle Advisors, LLC15$1.39K0.00%00.0%Unchanged
True Wealth Design, LLC9$8500.00%00.0%Unchanged
Farther Finance Advisors, LLC9$8500.00%00.0%Unchanged
Essential Partners LLC8$7550.00%00.0%Unchanged
Ankerstar Wealth, LLC8$7550.00%+8New
Farmers & Merchants Investments Inc7$6610.00%−2−22.2%Reduced
Assetmark, Inc5$4720.00%+5New
Larson Financial Group LLC4$3780.00%00.0%Unchanged
CIBC Private Wealth Group, LLC3$2830.00%+3New
Flagship Harbor Advisors, LLC2$1890.00%+2New
TFC Financial Management1$950.00%00.0%Unchanged
Gilpin Wealth Management, LLC1$950.00%+1New
SBI Securities Co., Ltd.1$940.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.1$940.00%+1New
Covestor Ltd4$00.00%−86−95.6%Reduced
Capital Advisors, Ltd. LLC4$00.00%00.0%Unchanged
ExodusPoint Capital Management, LP0$00.00%−10,876−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−10,212−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−8,010−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−6,145−100.0%Sold out
MQS Management LLC0$00.00%−5,575−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−5,086−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−4,153−100.0%Sold out
Pitcairn Co0$00.00%−3,507−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−3,291−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−3,095−100.0%Sold out
Mariner, LLC0$00.00%−3,093−100.0%Sold out
PharVision Advisers, LLC0$00.00%−3,044−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−774−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−131−100.0%Sold out
Simplex Trading, LLC0$00.00%−77−100.0%Sold out
Optiver Holding B.V.0$00.00%−40−100.0%Sold out
Mather Group, LLC.0$00.00%−30−100.0%Sold out
Signaturefd, LLC0$00.00%−7−100.0%Sold out
Atlantic Trust, LLC0$00.00%−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