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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 400,320 | $36.3M | 0.02% | +34,000+9.3% | Added |
| Charles Schwab Investment Management Inc | 416,788 | $37.8M | 0.01% | −78,039−15.8% | Reduced |
| Vanguard Capital Management LLC | 501,919 | $45.5M | 0.00% | +501,919 | New |
| Dimensional Fund Advisors LP | 579,154 | $52.5M | 0.01% | −7,195−1.2% | Reduced |
| State Street Corp | 588,589 | $53.4M | 0.00% | +47,371+8.8% | Added |
| T. Rowe Price Investment Management, Inc. | 1,082,201 | $98.1M | 0.07% | +36,519+3.5% | Added |
| BlackRock, Inc. | 1,204,923 | $109.3M | 0.00% | −1,477−0.1% | Reduced |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −62,800−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −33,569−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −32,882−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −23,290−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −21,767−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −18,574−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,345−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −10,675−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,904−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −4,623−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,447−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −3,902−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −3,880−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −3,879−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,811−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −2,901−100.0% | Sold out |
| DGS Capital Management, LLC | 0 | $0 | 0.00% | −2,624−100.0% | Sold out |
| JMN Financial LLC | 0 | $0 | 0.00% | −2,607−100.0% | Sold out |
| Princeton Capital Management LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −2,278−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −2,228−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −2,185−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −1,072−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −961−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −211−100.0% | Sold out |
| Eurizon Capital SGR S.p.A. | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Gilpin Wealth Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Brandywine Global Investment Management, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |