Preferred Bank

PFBC

Exchange: Nasdaq
SEC CIK: 0001492165

SEC filings (opens in a new tab)

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.

Q2 2026 vs. Q1 2026

How the institutions holding Preferred Bank changed between Q1 2026 and Q2 2026.

All holders in Q2 2026 All holders in Q1 2026

13F holders of PFBC: Q1 2026 compared with Q2 2026
Measure	Q1 2026	Of which not filed for Q2 2026	Q2 2026	Change
Holders	207	2	229	+24
Shares	10.1M	14.5K	10.4M	+246.2K (+2.4%)
Value	$920.2M	$1.31M	$1.10B	+$183.5M (+20.0%)

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (40)

Institutions that held Preferred Bank at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to PFBC in Q2 2026
Institution	Shares	Value	% of portfolio
CSM Advisors, LLC	55,500	$5.90M	0.13%
Susquehanna Fundamental Investments, LLC	14,179	$1.51M	0.03%
CI Private Wealth, LLC	8,229	$874.4K	0.00%
Jupiter Topco LLC	6,398	$679.5K	0.00%
Dark Forest Capital Management LP	5,809	$617.3K	0.04%
Balyasny Asset Management LLC	5,226	$555.3K	0.00%
VARCOV Co.	4,930	$523.9K	0.20%
Engineers Gate Manager LP	4,490	$477.1K	0.01%
Jain Global LLC	4,404	$468.0K	0.01%
Mercer Global Advisors Inc	3,617	$384.3K	0.00%
Atom Investors LP	3,597	$382.2K	0.03%
Steward Partners Investment Advisory, LLC	3,510	$373.0K	0.00%
Aquatic Capital Management LLC	3,152	$334.9K	0.01%
Mariner, LLC	2,869	$304.8K	0.00%
Guggenheim Capital LLC	2,639	$280.4K	0.00%
Voya Investment Management LLC	2,391	$254.1K	0.00%
Storgate, LLC	2,370	$251.8K	0.05%
HighTower Advisors, LLC	2,231	$237.1K	0.00%
EP Wealth Advisors, LLC	2,225	$236.5K	0.00%
Abel Hall, LLC	2,209	$234.7K	0.04%
Vident Advisory, LLC	2,185	$232.2K	0.00%
Victory Capital Management Inc	2,042	$217.0K	0.00%
Wiley Bros.-Aintree Capital, LLC	2,039	$216.7K	0.00%
Cerity Partners LLC	2,036	$216.4K	0.00%
Pictet Asset Management Holding SA	2,000	$212.5K	0.00%
Robeco Institutional Asset Management B.V.	1,995	$212.0K	0.00%
Great Lakes Advisors, LLC	1,890	$200.8K	0.00%
Nykredit A/S	964	$102.4K	0.00%
SRS Capital Advisors, Inc.	418	$44.5K	0.00%
First Horizon Corp	278	$29.5K	0.00%
Optiver Holding B.V.	64	$6.80K	0.00%
Clearstead Advisors, LLC	57	$6.06K	0.00%
SJS Investment Consulting Inc.	50	$5.31K	0.00%
Quarry LP	31	$3.29K	0.00%
Institute for Wealth Management, LLC.	14	$1.52K	0.00%
Wealth Enhancement Trust Services, Inc.	8	$850	0.00%
Silver Grove Financial Group, Inc.	4	$425	0.00%
Plante Moran Financial Advisors, LLC	3	$319	0.00%
Davis Capital Management	1	$106	0.00%
Hughes Financial Services, LLC	1	$106	0.00%

Sold out (16)

Institutions that held Preferred Bank at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of PFBC in Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Jane Street Group, LLC	13,107	$1.19M
Susquehanna International Group, LLP	11,261	$1.02M
Denali Advisors LLC	8,816	$799.5K
Virginia Retirement Systems Et Al	8,513	$772.0K
State of Wisconsin Investment Board	8,236	$746.9K
Infrastructure Capital Advisors, LLC	5,513	$500.0K
Mirabella Financial Services LLP	4,331	$392.8K
ExodusPoint Capital Management, LP	2,804	$254.3K
Advisors Asset Management, Inc.	537	$48.7K
Quadrant Capital Group LLC	46	$4.17K
Root Financial Partners, LLC	30	$2.72K
Parallel Advisors, LLC	27	$2.48K
Scarborough Advisors, LLC	27	$2.45K
Twin Peaks Wealth Advisors, LLC	17	$1.54K
Sound Income Strategies, LLC	16	$1.49K
MAI Capital Management	6	$545

Not filed for Q2 2026 yet (2)

Institutions that held Preferred Bank at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PFBC in Q1 2026 that haven't filed for Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
CWM, LLC	8,059	$730.9K
Janus Henderson Group PLC	6,398	$579.5K