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, Q1 2026
Institutional positions in Preferred Bank as of Mar 31, 2026. 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
- 207
- −8 vs. Q4 2025
- Shares held
- 10.1M
- +594.6K (+6.2%) vs. Q4 2025
- Total value
- $920.2M
- +$17.8M (+2.0%) vs. Q4 2025
- New holders
- 23
- 77 more added
- Sold out
- 31
- 79 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Preferred Bank; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,204,923 | $109.3M | 0.00% | −1,477−0.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,082,201 | $98.1M | 0.07% | +36,519+3.5% | Added |
| State Street Corp | 588,589 | $53.4M | 0.00% | +47,371+8.8% | Added |
| Dimensional Fund Advisors LP | 579,154 | $52.5M | 0.01% | −7,195−1.2% | Reduced |
| Vanguard Capital Management LLC | 501,919 | $45.5M | 0.00% | +501,919 | New |
| Charles Schwab Investment Management Inc | 416,788 | $37.8M | 0.01% | −78,039−15.8% | Reduced |
| American Century Companies Inc | 400,320 | $36.3M | 0.02% | +34,000+9.3% | Added |
| Boston Partners | 395,947 | $35.9M | 0.04% | −96,960−19.7% | Reduced |
| Geode Capital Management, LLC | 376,150 | $34.1M | 0.00% | +14,828+4.1% | Added |
| Nuveen, LLC | 333,462 | $30.2M | 0.01% | −22,603−6.3% | Reduced |
| Vanguard Portfolio Management LLC | 250,185 | $22.7M | 0.00% | +250,185 | New |
| Kennedy Capital Management, Inc. | 220,404 | $20.0M | 0.42% | +20,985+10.5% | Added |
| Morgan Stanley | 212,217 | $19.2M | 0.00% | +377+0.2% | Added |
| Two Sigma Investments, LP | 184,725 | $16.8M | 0.01% | +78,231+73.5% | Added |
| HSBC Holdings PLC | 171,757 | $15.6M | 0.01% | +27,169+18.8% | Added |
| Goldman Sachs Group Inc | 163,449 | $14.8M | 0.00% | −43,173−20.9% | Reduced |
| Northern Trust Corp | 147,846 | $13.4M | 0.00% | +3,762+2.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 141,315 | $12.8M | 0.04% | +2,380+1.7% | Added |
| Stieven Capital Advisors, L.P. | 122,621 | $11.1M | 2.38% | +4,700+4.0% | Added |
| Bank of New York Mellon Corp | 120,102 | $10.9M | 0.00% | −4,116−3.3% | Reduced |
| Invesco Ltd. | 109,513 | $9.93M | 0.00% | +7,581+7.4% | Added |
| Phocas Financial Corp. | 101,657 | $9.22M | 1.45% | −28,221−21.7% | Reduced |
| Qube Research & Technologies Ltd | 101,048 | $9.16M | 0.01% | −25,219−20.0% | Reduced |
| Citadel Advisors LLC | 86,828 | $7.87M | 0.01% | +19,406+28.8% | Added |
| Maltese Capital Management LLC | 83,263 | $7.55M | 1.49% | +18,475+28.5% | Added |
| UBS Group AG | 81,771 | $7.42M | 0.00% | +23,471+40.3% | Added |
| Dana Investment Advisors, Inc. | 79,421 | $7.20M | 0.21% | −1,252−1.6% | Reduced |
| Principal Financial Group Inc | 77,406 | $7.02M | 0.00% | +7,434+10.6% | Added |
| Vanguard Fiduciary Trust Co | 73,594 | $6.67M | 0.00% | +73,594 | New |
| FMR LLC | 73,158 | $6.63M | 0.00% | +21,135+40.6% | Added |
| ProShare Advisors LLC | 71,687 | $6.50M | 0.01% | +6,487+9.9% | Added |
| Millennium Management LLC | 65,962 | $5.98M | 0.00% | −10,010−13.2% | Reduced |
| Public Sector Pension Investment Board | 61,047 | $5.54M | 0.02% | +5,290+9.5% | Added |
| First Trust Advisors LP | 56,129 | $5.09M | 0.00% | +4,991+9.8% | Added |
| De Lisle Partners LLP | 56,179 | $5.09M | 0.61% | +1,500+2.7% | Added |
| Tudor Investment Corp Et Al | 55,791 | $5.06M | 0.03% | +29,946+115.9% | Added |
| Franklin Resources Inc | 53,390 | $4.84M | 0.00% | +22,447+72.5% | Added |
| Kestrel Investment Management Corp | 39,750 | $3.60M | 2.15% | −300−0.7% | Reduced |
| Price T Rowe Associates Inc | 39,306 | $3.57M | 0.00% | −814−2.0% | Reduced |
| Federated Hermes, Inc. | 37,987 | $3.45M | 0.01% | +1,184+3.2% | Added |
| Bank of America Corp | 36,147 | $3.28M | 0.00% | +6,759+23.0% | Added |
| AQR Capital Management LLC | 35,263 | $3.20M | 0.00% | +8,129+30.0% | Added |
| Ameriprise Financial Inc | 33,862 | $3.07M | 0.00% | −4,825−12.5% | Reduced |
| Rhumbline Advisers | 33,740 | $3.06M | 0.00% | −379−1.1% | Reduced |
| Prudential Financial Inc | 30,688 | $2.78M | 0.00% | +6,980+29.4% | Added |
| Renaissance Technologies LLC | 29,855 | $2.71M | 0.00% | −19,900−40.0% | Reduced |
| JPMorgan Chase & Co | 28,428 | $2.55M | 0.00% | −17,100−37.6% | Reduced |
| HRT Financial LP | 26,730 | $2.42M | 0.01% | +4,199+18.6% | Added |
| Legal & General Group Plc | 26,165 | $2.37M | 0.00% | −2,619−9.1% | Reduced |
| Royce & Associates LP | 24,990 | $2.27M | 0.02% | −210−0.8% | Reduced |
| New York State Common Retirement Fund | 24,272 | $2.20M | 0.00% | −10,700−30.6% | Reduced |
| Swiss National Bank | 23,189 | $2.10M | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 21,975 | $1.99M | 0.00% | +6,919+46.0% | Added |
| D. E. Shaw & Co., Inc. | 21,038 | $1.91M | 0.00% | +5,690+37.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 20,539 | $1.86M | 0.04% | +9,546+86.8% | Added |
| XTX Topco Ltd | 20,102 | $1.82M | 0.03% | +20,102 | New |
| Trexquant Investment LP | 19,364 | $1.76M | 0.01% | −19,386−50.0% | Reduced |
| Quantbot Technologies LP | 19,335 | $1.75M | 0.07% | +14,144+272.5% | Added |
| UBS Asset Management Americas Inc | 18,795 | $1.70M | 0.00% | −1,519−7.5% | Reduced |
| Fisher Asset Management, LLC | 18,545 | $1.68M | 0.00% | +3,728+25.2% | Added |
| Exchange Traded Concepts, LLC | 15,601 | $1.41M | 0.01% | +15,601 | New |
| Angel Oak Capital Advisors, LLC | 15,500 | $1.41M | 1.56% | +10,500+210.0% | Added |
| Envestnet Asset Management Inc | 14,656 | $1.33M | 0.00% | +688+4.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,321 | $1.30M | 0.04% | +647+4.7% | Added |
| Winton Group Ltd | 14,201 | $1.29M | 0.05% | +65+0.5% | Added |
| Alliancebernstein L.P. | 13,474 | $1.27M | 0.00% | +159+1.2% | Added |
| Russell Investments Group, Ltd. | 13,977 | $1.27M | 0.00% | +420+3.1% | Added |
| Bridgeway Capital Management, LLC | 13,676 | $1.24M | 0.02% | −500−3.5% | Reduced |
| Squarepoint Ops LLC | 13,428 | $1.22M | 0.00% | −2,799−17.2% | Reduced |
| Jane Street Group, LLC | 13,107 | $1.19M | 0.00% | −10,665−44.9% | Reduced |
| Deutsche Bank AG | 11,913 | $1.08M | 0.00% | +905+8.2% | Added |
| Citigroup Inc | 11,662 | $1.06M | 0.00% | −1,809−13.4% | Reduced |
| Susquehanna International Group, LLP | 11,261 | $1.02M | 0.00% | +11,261 | New |
| Great West Life Assurance Co | 10,938 | $991.0K | 0.00% | +33+0.3% | Added |
| Unison Advisors LLC | 10,743 | $974.3K | 0.07% | +80+0.8% | Added |
| Vanguard Global Advisers, LLC | 10,680 | $968.6K | 0.00% | +10,680 | New |
| California State Teachers Retirement System | 10,563 | $958.0K | 0.00% | −88−0.8% | Reduced |
| Rafferty Asset Management, LLC | 10,168 | $922.1K | 0.00% | −19−0.2% | Reduced |
| Barclays PLC | 10,026 | $909.3K | 0.00% | −12,105−54.7% | Reduced |
| NewEdge Wealth, LLC | 9,961 | $903.3K | 0.01% | +455+4.8% | Added |
| Wedge Capital Management L L P | 9,953 | $902.6K | 0.02% | −18−0.2% | Reduced |
| LSV Asset Management | 9,800 | $889.0K | 0.00% | +5,500+127.9% | Added |
| Royal Bank of Canada | 8,918 | $809.0K | 0.00% | −24,621−73.4% | Reduced |
| Denali Advisors LLC | 8,816 | $799.5K | 0.09% | −41,784−82.6% | Reduced |
| Intrust Bank NA | 8,689 | $788.0K | 0.06% | +985+12.8% | Added |
| Virginia Retirement Systems Et Al | 8,513 | $772.0K | 0.01% | −5,600−39.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,510 | $771.7K | 0.01% | +1,928+29.3% | Added |
| Globeflex Capital L P | 8,280 | $750.9K | 0.11% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 8,236 | $746.9K | 0.00% | +8,236 | New |
| Vanguard Asset Management, Ltd | 8,097 | $734.3K | 0.00% | +8,097 | New |
| CWM, LLC | 8,059 | $730.9K | 0.00% | −403−4.8% | Reduced |
| Voloridge Investment Management, LLC | 8,047 | $729.8K | 0.00% | −20,895−72.2% | Reduced |
| SummerHaven Investment Management, LLC | 8,016 | $727.0K | 0.45% | −1,165−12.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 7,927 | $718.9K | 0.00% | −2,328−22.7% | Reduced |
| Credit Agricole S A | 7,640 | $692.9K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 7,560 | $686.0K | 0.00% | −235−3.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,287 | $660.9K | 0.00% | +933+14.7% | Added |
| BNP Paribas Arbitrage, SA | 6,998 | $634.6K | 0.00% | +689+10.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 6,839 | $620.2K | 0.00% | +3,321+94.4% | Added |
| KLP Kapitalforvaltning AS | 6,700 | $607.6K | 0.00% | 00.0% | Unchanged |