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Livermore
Livermore
ZHEN

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, Q2 2026

Institutional positions in Preferred Bank as of Jun 30, 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
229
+24 vs. Q1 2026
Shares held
10.4M
+246.2K (+2.4%) vs. Q1 2026
Total value
$1.10B
+$183.5M (+20.0%) vs. Q1 2026
New holders
40
76 more added
Sold out
16
72 more reduced

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 229 institutions
Q1 2021: 133 institutionsQ2 2021: 130 institutionsQ3 2021: 128 institutionsQ4 2021: 145 institutionsQ1 2022: 163 institutionsQ2 2022: 160 institutionsQ3 2022: 157 institutionsQ4 2022: 177 institutionsQ1 2023: 174 institutionsQ2 2023: 169 institutionsQ3 2023: 186 institutionsQ4 2023: 195 institutionsQ1 2024: 195 institutionsQ2 2024: 209 institutionsQ3 2024: 216 institutionsQ4 2024: 220 institutionsQ1 2025: 221 institutionsQ2 2025: 210 institutionsQ3 2025: 213 institutionsQ4 2025: 219 institutionsQ1 2026: 207 institutionsQ2 2026: 229 institutions
Value heldQ2 2026: $1.10B
Q1 2021: $726.5MQ2 2021: $712.5MQ3 2021: $736.2MQ4 2021: $791.3MQ1 2022: $828.8MQ2 2022: $748.3MQ3 2022: $700.4MQ4 2022: $833.0MQ1 2023: $612.4MQ2 2023: $595.0MQ3 2023: $649.9MQ4 2023: $766.9MQ1 2024: $823.4MQ2 2024: $832.1MQ3 2024: $893.3MQ4 2024: $994.7MQ1 2025: $953.0MQ2 2025: $932.4MQ3 2025: $941.8MQ4 2025: $985.1MQ1 2026: $920.2MQ2 2026: $1.10B
Institutions holding PFBC and their total value by quarter
QuarterHoldersValue
Q2 2026229$1.10B
Q1 2026207$920.2M
Q4 2025219$985.1M
Q3 2025213$941.8M
Q2 2025210$932.4M
Q1 2025221$953.0M
Q4 2024220$994.7M
Q3 2024216$893.3M
Q2 2024209$832.1M
Q1 2024195$823.4M
Q4 2023195$766.9M
Q3 2023186$649.9M
Q2 2023169$595.0M
Q1 2023174$612.4M
Q4 2022177$833.0M
Q3 2022157$700.4M
Q2 2022160$748.3M
Q1 2022163$828.8M
Q4 2021145$791.3M
Q3 2021128$736.2M
Q2 2021130$712.5M
Q1 2021133$726.5M

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Preferred Bank; share changes are against Q1 2026.

Institutions holding PFBC in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC4$00.00%00.0%Unchanged
SBI Securities Co., Ltd.1$1060.00%00.0%Unchanged
Davis Capital Management1$1060.00%+1New
Hughes Financial Services, LLC1$1060.00%+1New
TFC Financial Management1$1070.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC3$3190.00%+3New
Silver Grove Financial Group, Inc.4$4250.00%+4New
Cedar Mountain Advisors, LLC6$6380.00%00.0%Unchanged
Ankerstar Wealth, LLC6$6380.00%00.0%Unchanged
Farmers & Merchants Investments Inc7$7440.00%00.0%Unchanged
Larson Financial Group LLC7$7440.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.8$8500.00%+8New
Covestor Ltd7$1.00K0.00%+2+40.0%Added
Keating Financial Advisory Services, Inc.10$1.06K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC13$1.38K0.00%00.0%Unchanged
Kilter Group LLC14$1.49K0.00%00.0%Unchanged
Institute for Wealth Management, LLC.14$1.52K0.00%+14New
Glen Eagle Advisors, LLC15$1.59K0.00%00.0%Unchanged
Jones Financial Companies LLLP17$1.78K0.00%+12+240.0%Added
Horizon Investments, LLC17$1.79K0.00%−17−50.0%Reduced
True Wealth Design, LLC19$2.02K0.00%+10+111.1%Added
Farther Finance Advisors, LLC25$2.65K0.00%+7+38.9%Added
US Bancorp28$2.98K0.00%00.0%Unchanged
Mather Group, LLC.30$3.19K0.00%00.0%Unchanged
Fortitude Family Office, LLC30$3.19K0.00%00.0%Unchanged
Quarry LP31$3.29K0.00%+31New
Valued Wealth Advisors LLC36$3.83K0.00%+8+28.6%Added
Salomon & Ludwin, LLC39$4.21K0.00%00.0%Unchanged
International Assets Investment Management, LLC40$4.32K0.00%00.0%Unchanged
Essential Partners LLC42$4.46K0.00%+36+600.0%Added
SJS Investment Consulting Inc.50$5.31K0.00%+50New
Clearstead Advisors, LLC57$6.06K0.00%+57New
Rothschild Investment LLC63$6.69K0.00%+39+162.5%Added
Optiver Holding B.V.64$6.80K0.00%+64New
Nisa Investment Advisors, LLC81$8.61K0.00%+21+35.0%Added
Assetmark, Inc85$9.03K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co95$10.1K0.00%−33−25.8%Reduced
Smartleaf Asset Management LLC98$10.3K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.98$10.4K0.00%00.0%Unchanged
ZRC Wealth Management, LLC127$13.5K0.00%+1+0.8%Added
Hantz Financial Services, Inc.135$14.0K0.00%+11+8.9%Added
Bessemer Group Inc169$18.0K0.00%00.0%Unchanged
Harbor Capital Advisors, Inc.175$19.0K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC179$19.0K0.00%−154−46.2%Reduced
Versant Capital Management, Inc181$19.2K0.00%00.0%Unchanged
IFP Advisors, Inc193$20.5K0.00%+79+69.3%Added
Rockefeller Capital Management L.P.211$22.4K0.00%00.0%Unchanged
Huntington National Bank213$22.6K0.00%+28+15.1%Added
Public Employees Retirement System of Ohio232$24.7K0.00%+19+8.9%Added
Umb Bank N A238$25.3K0.00%+21+9.7%Added
First Horizon Corp278$29.5K0.00%+278New
NBC Securities, Inc.312$33.2K0.00%+38+13.9%Added
SRS Capital Advisors, Inc.418$44.5K0.00%+418New
Tower Research Capital LLC (TRC)490$52.1K0.00%−275−35.9%Reduced
GAMMA Investing LLC581$61.7K0.00%+43+8.0%Added
Massmutual Trust Co FSB584$62.1K0.00%−17−2.8%Reduced
Advisor Group Holdings, Inc.630$67.0K0.00%+58+10.1%Added
Copeland Capital Management, LLC869$92.3K0.00%−26−2.9%Reduced
Nykredit A/S964$102.4K0.00%+964New
Ameritas Investment Partners, Inc.976$103.7K0.00%00.0%Unchanged
Parkside Financial Bank & Trust981$104.2K0.01%−23−2.3%Reduced
The PNC Financial Services Group, Inc.1,206$128.1K0.00%+6+0.5%Added
Pinnacle Wealth Planning Services, Inc.1,233$131.0K0.01%00.0%Unchanged
New York State Teachers Retirement System1,288$137.0K0.00%+75+6.2%Added
Ensign Peak Advisors, Inc1,293$137.4K0.00%00.0%Unchanged
Los Angeles Capital Management LLC1,326$140.9K0.00%−330−19.9%Reduced
Rexford Capital Inc1,459$155.0K0.10%00.0%Unchanged
Great Lakes Advisors, LLC1,890$200.8K0.00%+1,890New
Empowered Funds, LLC1,985$210.9K0.00%−852−30.0%Reduced
Robeco Institutional Asset Management B.V.1,995$212.0K0.00%+1,995New
Pictet Asset Management Holding SA2,000$212.5K0.00%+2,000New
Cerity Partners LLC2,036$216.4K0.00%+2,036New
Wiley Bros.-Aintree Capital, LLC2,039$216.7K0.00%+2,039New
Victory Capital Management Inc2,042$217.0K0.00%+2,042New
Vident Advisory, LLC2,185$232.2K0.00%+2,185New
Abel Hall, LLC2,209$234.7K0.04%+2,209New
EP Wealth Advisors, LLC2,225$236.5K0.00%+2,225New
Intech Investment Management LLC2,228$236.7K0.00%−742−25.0%Reduced
HighTower Advisors, LLC2,231$237.1K0.00%+2,231New
Storgate, LLC2,370$251.8K0.05%+2,370New
Voya Investment Management LLC2,391$254.1K0.00%+2,391New
Oregon Public Employees Retirement Fund2,522$268.0K0.00%−100−3.8%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys2,612$277.6K0.00%−189−6.7%Reduced
Guggenheim Capital LLC2,639$280.4K0.00%+2,639New
Zurcher Kantonalbank (Zurich Cantonalbank)2,714$288.4K0.00%00.0%Unchanged
Mariner, LLC2,869$304.8K0.00%+2,869New
Manufacturers Life Insurance Company, The2,874$305.4K0.00%−231−7.4%Reduced
Two Sigma Securities, LLC2,899$308.0K0.03%−1,214−29.5%Reduced
Teachers Retirement System of the State of Kentucky2,925$310.0K0.00%00.0%Unchanged
Yousif Capital Management, LLC2,932$311.6K0.00%−100−3.3%Reduced
Vanguard Investments Australia, Ltd.2,960$314.5K0.00%00.0%Unchanged
Amalgamated Bank2,969$315.0K0.00%−301−9.2%Reduced
Sequoia Financial Advisors, LLC3,004$319.2K0.00%−180−5.7%Reduced
Sterling Capital Management LLC3,042$323.2K0.01%−157−4.9%Reduced
Neuberger Berman Group LLC3,061$325.3K0.00%+493+19.2%Added
Arizona State Retirement System3,095$328.9K0.00%−88−2.8%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH3,112$330.7K0.00%+261+9.2%Added
Aquatic Capital Management LLC3,152$334.9K0.01%+3,152New
Police & Firemen's Retirement System of New Jersey3,489$370.7K0.00%+431+14.1%Added
Steward Partners Investment Advisory, LLC3,510$373.0K0.00%+3,510New