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 |
|---|---|---|---|---|---|
| Illinois Municipal Retirement Fund | 5,776 | $523.8K | 0.01% | −350−5.7% | Reduced |
| Canada Pension Plan Investment Board | 5,800 | $526.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 6,268 | $567.0K | 0.01% | −124−1.9% | Reduced |
| Janus Henderson Group PLC | 6,398 | $579.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 6,483 | $587.9K | 0.00% | +6,356+5,004.7% | Added |
| MetLife Investment Management | 6,590 | $597.6K | 0.00% | −61−0.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,596 | $598.2K | 0.00% | +669+11.3% | Added |
| KLP Kapitalforvaltning AS | 6,700 | $607.6K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 6,839 | $620.2K | 0.00% | +3,321+94.4% | Added |
| BNP Paribas Arbitrage, SA | 6,998 | $634.6K | 0.00% | +689+10.9% | Added |
| O'Shaughnessy Asset Management, LLC | 7,287 | $660.9K | 0.00% | +933+14.7% | Added |
| Thrivent Financial for Lutherans | 7,560 | $686.0K | 0.00% | −235−3.0% | Reduced |
| Credit Agricole S A | 7,640 | $692.9K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 7,927 | $718.9K | 0.00% | −2,328−22.7% | Reduced |
| SummerHaven Investment Management, LLC | 8,016 | $727.0K | 0.45% | −1,165−12.7% | Reduced |
| Voloridge Investment Management, LLC | 8,047 | $729.8K | 0.00% | −20,895−72.2% | Reduced |
| CWM, LLC | 8,059 | $730.9K | 0.00% | −403−4.8% | Reduced |
| Vanguard Asset Management, Ltd | 8,097 | $734.3K | 0.00% | +8,097 | New |
| State of Wisconsin Investment Board | 8,236 | $746.9K | 0.00% | +8,236 | New |
| Globeflex Capital L P | 8,280 | $750.9K | 0.11% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,510 | $771.7K | 0.01% | +1,928+29.3% | Added |
| Virginia Retirement Systems Et Al | 8,513 | $772.0K | 0.01% | −5,600−39.7% | Reduced |
| Intrust Bank NA | 8,689 | $788.0K | 0.06% | +985+12.8% | Added |
| Denali Advisors LLC | 8,816 | $799.5K | 0.09% | −41,784−82.6% | Reduced |
| Royal Bank of Canada | 8,918 | $809.0K | 0.00% | −24,621−73.4% | Reduced |
| LSV Asset Management | 9,800 | $889.0K | 0.00% | +5,500+127.9% | Added |
| Wedge Capital Management L L P | 9,953 | $902.6K | 0.02% | −18−0.2% | Reduced |
| NewEdge Wealth, LLC | 9,961 | $903.3K | 0.01% | +455+4.8% | Added |
| Barclays PLC | 10,026 | $909.3K | 0.00% | −12,105−54.7% | Reduced |
| Rafferty Asset Management, LLC | 10,168 | $922.1K | 0.00% | −19−0.2% | Reduced |
| California State Teachers Retirement System | 10,563 | $958.0K | 0.00% | −88−0.8% | Reduced |
| Vanguard Global Advisers, LLC | 10,680 | $968.6K | 0.00% | +10,680 | New |
| Unison Advisors LLC | 10,743 | $974.3K | 0.07% | +80+0.8% | Added |
| Great West Life Assurance Co | 10,938 | $991.0K | 0.00% | +33+0.3% | Added |
| Susquehanna International Group, LLP | 11,261 | $1.02M | 0.00% | +11,261 | New |
| Citigroup Inc | 11,662 | $1.06M | 0.00% | −1,809−13.4% | Reduced |
| Deutsche Bank AG | 11,913 | $1.08M | 0.00% | +905+8.2% | Added |
| Jane Street Group, LLC | 13,107 | $1.19M | 0.00% | −10,665−44.9% | Reduced |
| Squarepoint Ops LLC | 13,428 | $1.22M | 0.00% | −2,799−17.2% | Reduced |
| Bridgeway Capital Management, LLC | 13,676 | $1.24M | 0.02% | −500−3.5% | Reduced |
| Russell Investments Group, Ltd. | 13,977 | $1.27M | 0.00% | +420+3.1% | Added |
| Alliancebernstein L.P. | 13,474 | $1.27M | 0.00% | +159+1.2% | Added |
| Winton Group Ltd | 14,201 | $1.29M | 0.05% | +65+0.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,321 | $1.30M | 0.04% | +647+4.7% | Added |
| Envestnet Asset Management Inc | 14,656 | $1.33M | 0.00% | +688+4.9% | Added |
| Angel Oak Capital Advisors, LLC | 15,500 | $1.41M | 1.56% | +10,500+210.0% | Added |
| Exchange Traded Concepts, LLC | 15,601 | $1.41M | 0.01% | +15,601 | New |
| Fisher Asset Management, LLC | 18,545 | $1.68M | 0.00% | +3,728+25.2% | Added |
| UBS Asset Management Americas Inc | 18,795 | $1.70M | 0.00% | −1,519−7.5% | Reduced |
| Quantbot Technologies LP | 19,335 | $1.75M | 0.07% | +14,144+272.5% | Added |
| Trexquant Investment LP | 19,364 | $1.76M | 0.01% | −19,386−50.0% | Reduced |
| XTX Topco Ltd | 20,102 | $1.82M | 0.03% | +20,102 | New |
| Y-Intercept (Hong Kong) Ltd | 20,539 | $1.86M | 0.04% | +9,546+86.8% | Added |
| D. E. Shaw & Co., Inc. | 21,038 | $1.91M | 0.00% | +5,690+37.1% | Added |
| SEI Investments Co | 21,975 | $1.99M | 0.00% | +6,919+46.0% | Added |
| Swiss National Bank | 23,189 | $2.10M | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 24,272 | $2.20M | 0.00% | −10,700−30.6% | Reduced |
| Royce & Associates LP | 24,990 | $2.27M | 0.02% | −210−0.8% | Reduced |
| Legal & General Group Plc | 26,165 | $2.37M | 0.00% | −2,619−9.1% | Reduced |
| HRT Financial LP | 26,730 | $2.42M | 0.01% | +4,199+18.6% | Added |
| JPMorgan Chase & Co | 28,428 | $2.55M | 0.00% | −17,100−37.6% | Reduced |
| Renaissance Technologies LLC | 29,855 | $2.71M | 0.00% | −19,900−40.0% | Reduced |
| Prudential Financial Inc | 30,688 | $2.78M | 0.00% | +6,980+29.4% | Added |
| Rhumbline Advisers | 33,740 | $3.06M | 0.00% | −379−1.1% | Reduced |
| Ameriprise Financial Inc | 33,862 | $3.07M | 0.00% | −4,825−12.5% | Reduced |
| AQR Capital Management LLC | 35,263 | $3.20M | 0.00% | +8,129+30.0% | Added |
| Bank of America Corp | 36,147 | $3.28M | 0.00% | +6,759+23.0% | Added |
| Federated Hermes, Inc. | 37,987 | $3.45M | 0.01% | +1,184+3.2% | Added |
| Price T Rowe Associates Inc | 39,306 | $3.57M | 0.00% | −814−2.0% | Reduced |
| Kestrel Investment Management Corp | 39,750 | $3.60M | 2.15% | −300−0.7% | Reduced |
| Franklin Resources Inc | 53,390 | $4.84M | 0.00% | +22,447+72.5% | Added |
| Tudor Investment Corp Et Al | 55,791 | $5.06M | 0.03% | +29,946+115.9% | Added |
| De Lisle Partners LLP | 56,179 | $5.09M | 0.61% | +1,500+2.7% | Added |
| First Trust Advisors LP | 56,129 | $5.09M | 0.00% | +4,991+9.8% | Added |
| Public Sector Pension Investment Board | 61,047 | $5.54M | 0.02% | +5,290+9.5% | Added |
| Millennium Management LLC | 65,962 | $5.98M | 0.00% | −10,010−13.2% | Reduced |
| ProShare Advisors LLC | 71,687 | $6.50M | 0.01% | +6,487+9.9% | Added |
| FMR LLC | 73,158 | $6.63M | 0.00% | +21,135+40.6% | Added |
| Vanguard Fiduciary Trust Co | 73,594 | $6.67M | 0.00% | +73,594 | New |
| Principal Financial Group Inc | 77,406 | $7.02M | 0.00% | +7,434+10.6% | Added |
| Dana Investment Advisors, Inc. | 79,421 | $7.20M | 0.21% | −1,252−1.6% | Reduced |
| UBS Group AG | 81,771 | $7.42M | 0.00% | +23,471+40.3% | Added |
| Maltese Capital Management LLC | 83,263 | $7.55M | 1.49% | +18,475+28.5% | Added |
| Citadel Advisors LLC | 86,828 | $7.87M | 0.01% | +19,406+28.8% | Added |
| Qube Research & Technologies Ltd | 101,048 | $9.16M | 0.01% | −25,219−20.0% | Reduced |
| Phocas Financial Corp. | 101,657 | $9.22M | 1.45% | −28,221−21.7% | Reduced |
| Invesco Ltd. | 109,513 | $9.93M | 0.00% | +7,581+7.4% | Added |
| Bank of New York Mellon Corp | 120,102 | $10.9M | 0.00% | −4,116−3.3% | Reduced |
| Stieven Capital Advisors, L.P. | 122,621 | $11.1M | 2.38% | +4,700+4.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 141,315 | $12.8M | 0.04% | +2,380+1.7% | Added |
| Northern Trust Corp | 147,846 | $13.4M | 0.00% | +3,762+2.6% | Added |
| Goldman Sachs Group Inc | 163,449 | $14.8M | 0.00% | −43,173−20.9% | Reduced |
| HSBC Holdings PLC | 171,757 | $15.6M | 0.01% | +27,169+18.8% | Added |
| Two Sigma Investments, LP | 184,725 | $16.8M | 0.01% | +78,231+73.5% | Added |
| Morgan Stanley | 212,217 | $19.2M | 0.00% | +377+0.2% | Added |
| Kennedy Capital Management, Inc. | 220,404 | $20.0M | 0.42% | +20,985+10.5% | Added |
| Vanguard Portfolio Management LLC | 250,185 | $22.7M | 0.00% | +250,185 | New |
| Nuveen, LLC | 333,462 | $30.2M | 0.01% | −22,603−6.3% | Reduced |
| Geode Capital Management, LLC | 376,150 | $34.1M | 0.00% | +14,828+4.1% | Added |
| Boston Partners | 395,947 | $35.9M | 0.04% | −96,960−19.7% | Reduced |