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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5 | $0 | 0.00% | +1+25.0% | Added |
| TFC Financial Management | 1 | $91 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $91 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5 | $447 | 0.00% | −12−70.6% | Reduced |
| Ankerstar Wealth, LLC | 6 | $544 | 0.00% | −2−25.0% | Reduced |
| Essential Partners LLC | 6 | $544 | 0.00% | −2−25.0% | Reduced |
| Cedar Mountain Advisors, LLC | 6 | $544 | 0.00% | +6 | New |
| MAI Capital Management | 6 | $545 | 0.00% | +6 | New |
| Farmers & Merchants Investments Inc | 7 | $635 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $635 | 0.00% | +3+75.0% | Added |
| True Wealth Design, LLC | 9 | $817 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 10 | $907 | 0.00% | +9+900.0% | Added |
| Bruce G. Allen Investments, LLC | 13 | $1.18K | 0.00% | −3−18.8% | Reduced |
| Kilter Group LLC | 14 | $1.27K | 0.00% | +14 | New |
| Glen Eagle Advisors, LLC | 15 | $1.35K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 16 | $1.49K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 17 | $1.54K | 0.00% | +17 | New |
| Farther Finance Advisors, LLC | 18 | $1.65K | 0.00% | +9+100.0% | Added |
| Rothschild Investment LLC | 24 | $2.18K | 0.00% | +4+20.0% | Added |
| Scarborough Advisors, LLC | 27 | $2.45K | 0.00% | +27 | New |
| Parallel Advisors, LLC | 27 | $2.48K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 28 | $2.54K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 28 | $2.54K | 0.00% | +28 | New |
| Fortitude Family Office, LLC | 30 | $2.72K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 30 | $2.72K | 0.00% | +30 | New |
| Root Financial Partners, LLC | 30 | $2.72K | 0.00% | +30 | New |
| Horizon Investments, LLC | 34 | $3.06K | 0.00% | −6,197−99.5% | Reduced |
| Salomon & Ludwin, LLC | 39 | $3.56K | 0.00% | −65−62.5% | Reduced |
| International Assets Investment Management, LLC | 40 | $3.67K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 46 | $4.17K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 60 | $5.44K | 0.00% | +14+30.4% | Added |
| Assetmark, Inc | 85 | $7.71K | 0.00% | +80+1,600.0% | Added |
| Smartleaf Asset Management LLC | 98 | $8.80K | 0.00% | −379−79.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $8.89K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 114 | $10.3K | 0.00% | +80+235.3% | Added |
| Hantz Financial Services, Inc. | 124 | $11.0K | 0.00% | −14−10.1% | Reduced |
| ZRC Wealth Management, LLC | 126 | $11.4K | 0.00% | +1+0.8% | Added |
| Northwestern Mutual Wealth Management Co | 128 | $11.6K | 0.00% | −28−17.9% | Reduced |
| Bessemer Group Inc | 169 | $15.0K | 0.00% | +17+11.2% | Added |
| Harbor Capital Advisors, Inc. | 175 | $16.0K | 0.00% | +57+48.3% | Added |
| Versant Capital Management, Inc | 181 | $16.4K | 0.00% | −17−8.6% | Reduced |
| Huntington National Bank | 185 | $16.8K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 211 | $19.1K | 0.00% | +8+3.9% | Added |
| Public Employees Retirement System of Ohio | 213 | $19.3K | 0.00% | +15+7.6% | Added |
| Umb Bank N A | 217 | $19.7K | 0.00% | +41+23.3% | Added |
| NBC Securities, Inc. | 274 | $24.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 333 | $30.2K | 0.00% | +34+11.4% | Added |
| Advisors Asset Management, Inc. | 537 | $48.7K | 0.00% | −869−61.8% | Reduced |
| GAMMA Investing LLC | 538 | $48.8K | 0.00% | −8−1.5% | Reduced |
| Advisor Group Holdings, Inc. | 572 | $51.9K | 0.00% | −94−14.1% | Reduced |
| Massmutual Trust Co FSB | 601 | $54.5K | 0.00% | −212−26.1% | Reduced |
| Tower Research Capital LLC (TRC) | 765 | $69.4K | 0.00% | −1,325−63.4% | Reduced |
| Copeland Capital Management, LLC | 895 | $81.2K | 0.00% | +58+6.9% | Added |
| Ameritas Investment Partners, Inc. | 976 | $88.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,004 | $91.1K | 0.01% | −180−15.2% | Reduced |
| The PNC Financial Services Group, Inc. | 1,200 | $108.9K | 0.00% | +55+4.8% | Added |
| New York State Teachers Retirement System | 1,213 | $110.0K | 0.00% | −9,866−89.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,233 | $111.8K | 0.01% | +609+97.6% | Added |
| Ensign Peak Advisors, Inc | 1,293 | $117.3K | 0.00% | 00.0% | Unchanged |
| Rexford Capital Inc | 1,459 | $132.3K | 0.09% | −21−1.4% | Reduced |
| Los Angeles Capital Management LLC | 1,656 | $150.2K | 0.00% | −694−29.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 2,424 | $221.0K | 0.00% | −92−3.7% | Reduced |
| Gsa Capital Partners LLP | 2,541 | $230.0K | 0.01% | −4,315−62.9% | Reduced |
| Neuberger Berman Group LLC | 2,568 | $232.9K | 0.00% | +2,568 | New |
| Oregon Public Employees Retirement Fund | 2,622 | $237.8K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,714 | $246.1K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,801 | $254.0K | 0.00% | −7−0.2% | Reduced |
| ExodusPoint Capital Management, LP | 2,804 | $254.3K | 0.00% | +2,804 | New |
| Empowered Funds, LLC | 2,837 | $257.3K | 0.00% | +2,837 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 2,851 | $258.6K | 0.00% | −21,566−88.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,925 | $265.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 2,960 | $268.4K | 0.00% | +2,960 | New |
| Intech Investment Management LLC | 2,970 | $269.3K | 0.00% | −2,100−41.4% | Reduced |
| State of Tennessee, Treasury Department | 3,021 | $274.0K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 3,032 | $275.0K | 0.00% | −60−1.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,058 | $277.3K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 3,105 | $281.6K | 0.00% | −1,857−37.4% | Reduced |
| Arizona State Retirement System | 3,183 | $288.7K | 0.00% | −98−3.0% | Reduced |
| Sequoia Financial Advisors, LLC | 3,184 | $288.8K | 0.00% | +14+0.4% | Added |
| Sterling Capital Management LLC | 3,199 | $290.1K | 0.01% | −1,906−37.3% | Reduced |
| Amalgamated Bank | 3,270 | $297.0K | 0.00% | −79−2.4% | Reduced |
| Brevan Howard Capital Management LP | 3,344 | $303.3K | 0.00% | +3,344 | New |
| Mount Yale Investment Advisors, LLC | 3,437 | $311.7K | 0.01% | +3,437 | New |
| Point72 Asset Management, L.P. | 3,512 | $318.5K | 0.00% | −14,076−80.0% | Reduced |
| Allworth Financial LP | 4,036 | $366.0K | 0.00% | +14+0.3% | Added |
| Two Sigma Securities, LLC | 4,113 | $373.0K | 0.04% | +342+9.1% | Added |
| Jump Financial, LLC | 4,138 | $375.3K | 0.01% | −582−12.3% | Reduced |
| SG Americas Securities, LLC | 4,268 | $387.0K | 0.00% | −1,676−28.2% | Reduced |
| Mirabella Financial Services LLP | 4,331 | $392.8K | 0.04% | +2,085+92.8% | Added |
| Pathstone Holdings, LLC | 4,694 | $425.7K | 0.00% | −1,887−28.7% | Reduced |
| GWM Advisors LLC | 4,773 | $432.9K | 0.00% | −789−14.2% | Reduced |
| Wells Fargo & Company | 4,863 | $441.0K | 0.00% | −8,580−63.8% | Reduced |
| Quadrature Capital Ltd | 4,867 | $441.4K | 0.01% | −2,662−35.4% | Reduced |
| Louisiana State Employees Retirement System | 5,000 | $453.4K | 0.01% | −200−3.8% | Reduced |
| Bokf, NA | 5,093 | $461.9K | 0.01% | −498−8.9% | Reduced |
| Quantinno Capital Management LP | 5,139 | $466.1K | 0.00% | +1,341+35.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,485 | $497.4K | 0.00% | +67+1.2% | Added |
| Infrastructure Capital Advisors, LLC | 5,513 | $500.0K | 0.05% | +742+15.6% | Added |
| Alps Advisors Inc | 5,566 | $504.8K | 0.00% | +650+13.2% | Added |