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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 6,596 | $598.2K | 0.00% | +669+11.3% | Added |
| MetLife Investment Management | 6,590 | $597.6K | 0.00% | −61−0.9% | Reduced |
| Fifth Third Bancorp | 6,483 | $587.9K | 0.00% | +6,356+5,004.7% | Added |
| Janus Henderson Group PLC | 6,398 | $579.5K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 6,268 | $567.0K | 0.01% | −124−1.9% | Reduced |
| Canada Pension Plan Investment Board | 5,800 | $526.0K | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 5,776 | $523.8K | 0.01% | −350−5.7% | Reduced |
| Alps Advisors Inc | 5,566 | $504.8K | 0.00% | +650+13.2% | Added |
| Infrastructure Capital Advisors, LLC | 5,513 | $500.0K | 0.05% | +742+15.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,485 | $497.4K | 0.00% | +67+1.2% | Added |
| Quantinno Capital Management LP | 5,139 | $466.1K | 0.00% | +1,341+35.3% | Added |
| Bokf, NA | 5,093 | $461.9K | 0.01% | −498−8.9% | Reduced |
| Louisiana State Employees Retirement System | 5,000 | $453.4K | 0.01% | −200−3.8% | Reduced |
| Quadrature Capital Ltd | 4,867 | $441.4K | 0.01% | −2,662−35.4% | Reduced |
| Wells Fargo & Company | 4,863 | $441.0K | 0.00% | −8,580−63.8% | Reduced |
| GWM Advisors LLC | 4,773 | $432.9K | 0.00% | −789−14.2% | Reduced |
| Pathstone Holdings, LLC | 4,694 | $425.7K | 0.00% | −1,887−28.7% | Reduced |
| Mirabella Financial Services LLP | 4,331 | $392.8K | 0.04% | +2,085+92.8% | Added |
| SG Americas Securities, LLC | 4,268 | $387.0K | 0.00% | −1,676−28.2% | Reduced |
| Jump Financial, LLC | 4,138 | $375.3K | 0.01% | −582−12.3% | Reduced |
| Two Sigma Securities, LLC | 4,113 | $373.0K | 0.04% | +342+9.1% | Added |
| Allworth Financial LP | 4,036 | $366.0K | 0.00% | +14+0.3% | Added |
| Point72 Asset Management, L.P. | 3,512 | $318.5K | 0.00% | −14,076−80.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,437 | $311.7K | 0.01% | +3,437 | New |
| Brevan Howard Capital Management LP | 3,344 | $303.3K | 0.00% | +3,344 | New |
| Amalgamated Bank | 3,270 | $297.0K | 0.00% | −79−2.4% | Reduced |
| Sterling Capital Management LLC | 3,199 | $290.1K | 0.01% | −1,906−37.3% | Reduced |
| Sequoia Financial Advisors, LLC | 3,184 | $288.8K | 0.00% | +14+0.4% | Added |
| Arizona State Retirement System | 3,183 | $288.7K | 0.00% | −98−3.0% | Reduced |
| Manufacturers Life Insurance Company, The | 3,105 | $281.6K | 0.00% | −1,857−37.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,058 | $277.3K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 3,032 | $275.0K | 0.00% | −60−1.9% | Reduced |
| State of Tennessee, Treasury Department | 3,021 | $274.0K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 2,970 | $269.3K | 0.00% | −2,100−41.4% | Reduced |
| Vanguard Investments Australia, Ltd. | 2,960 | $268.4K | 0.00% | +2,960 | New |
| Teachers Retirement System of the State of Kentucky | 2,925 | $265.0K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 2,851 | $258.6K | 0.00% | −21,566−88.3% | Reduced |
| Empowered Funds, LLC | 2,837 | $257.3K | 0.00% | +2,837 | New |
| ExodusPoint Capital Management, LP | 2,804 | $254.3K | 0.00% | +2,804 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,801 | $254.0K | 0.00% | −7−0.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,714 | $246.1K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 2,622 | $237.8K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 2,568 | $232.9K | 0.00% | +2,568 | New |
| Gsa Capital Partners LLP | 2,541 | $230.0K | 0.01% | −4,315−62.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 2,424 | $221.0K | 0.00% | −92−3.7% | Reduced |
| Los Angeles Capital Management LLC | 1,656 | $150.2K | 0.00% | −694−29.5% | Reduced |
| Rexford Capital Inc | 1,459 | $132.3K | 0.09% | −21−1.4% | Reduced |
| Ensign Peak Advisors, Inc | 1,293 | $117.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,233 | $111.8K | 0.01% | +609+97.6% | Added |
| New York State Teachers Retirement System | 1,213 | $110.0K | 0.00% | −9,866−89.1% | Reduced |
| The PNC Financial Services Group, Inc. | 1,200 | $108.9K | 0.00% | +55+4.8% | Added |
| Parkside Financial Bank & Trust | 1,004 | $91.1K | 0.01% | −180−15.2% | Reduced |
| Ameritas Investment Partners, Inc. | 976 | $88.5K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 895 | $81.2K | 0.00% | +58+6.9% | Added |
| Tower Research Capital LLC (TRC) | 765 | $69.4K | 0.00% | −1,325−63.4% | Reduced |
| Massmutual Trust Co FSB | 601 | $54.5K | 0.00% | −212−26.1% | Reduced |
| Advisor Group Holdings, Inc. | 572 | $51.9K | 0.00% | −94−14.1% | Reduced |
| GAMMA Investing LLC | 538 | $48.8K | 0.00% | −8−1.5% | Reduced |
| Advisors Asset Management, Inc. | 537 | $48.7K | 0.00% | −869−61.8% | Reduced |
| EverSource Wealth Advisors, LLC | 333 | $30.2K | 0.00% | +34+11.4% | Added |
| NBC Securities, Inc. | 274 | $24.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 217 | $19.7K | 0.00% | +41+23.3% | Added |
| Public Employees Retirement System of Ohio | 213 | $19.3K | 0.00% | +15+7.6% | Added |
| Rockefeller Capital Management L.P. | 211 | $19.1K | 0.00% | +8+3.9% | Added |
| Huntington National Bank | 185 | $16.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 181 | $16.4K | 0.00% | −17−8.6% | Reduced |
| Harbor Capital Advisors, Inc. | 175 | $16.0K | 0.00% | +57+48.3% | Added |
| Bessemer Group Inc | 169 | $15.0K | 0.00% | +17+11.2% | Added |
| Northwestern Mutual Wealth Management Co | 128 | $11.6K | 0.00% | −28−17.9% | Reduced |
| ZRC Wealth Management, LLC | 126 | $11.4K | 0.00% | +1+0.8% | Added |
| Hantz Financial Services, Inc. | 124 | $11.0K | 0.00% | −14−10.1% | Reduced |
| IFP Advisors, Inc | 114 | $10.3K | 0.00% | +80+235.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $8.89K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 98 | $8.80K | 0.00% | −379−79.5% | Reduced |
| Assetmark, Inc | 85 | $7.71K | 0.00% | +80+1,600.0% | Added |
| Nisa Investment Advisors, LLC | 60 | $5.44K | 0.00% | +14+30.4% | Added |
| Quadrant Capital Group LLC | 46 | $4.17K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 40 | $3.67K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 39 | $3.56K | 0.00% | −65−62.5% | Reduced |
| Horizon Investments, LLC | 34 | $3.06K | 0.00% | −6,197−99.5% | Reduced |
| 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 |
| Valued Wealth Advisors LLC | 28 | $2.54K | 0.00% | +28 | New |
| US Bancorp | 28 | $2.54K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 27 | $2.48K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 27 | $2.45K | 0.00% | +27 | New |
| Rothschild Investment LLC | 24 | $2.18K | 0.00% | +4+20.0% | Added |
| Farther Finance Advisors, LLC | 18 | $1.65K | 0.00% | +9+100.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 17 | $1.54K | 0.00% | +17 | New |
| Sound Income Strategies, LLC | 16 | $1.49K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 15 | $1.35K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 14 | $1.27K | 0.00% | +14 | New |
| Bruce G. Allen Investments, LLC | 13 | $1.18K | 0.00% | −3−18.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 10 | $907 | 0.00% | +9+900.0% | Added |
| True Wealth Design, LLC | 9 | $817 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 7 | $635 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $635 | 0.00% | +3+75.0% | Added |
| MAI Capital Management | 6 | $545 | 0.00% | +6 | New |
| Ankerstar Wealth, LLC | 6 | $544 | 0.00% | −2−25.0% | Reduced |