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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Preferred Bank; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 3,565 | $378.8K | 0.01% | +128+3.7% | Added |
| Atom Investors LP | 3,597 | $382.2K | 0.03% | +3,597 | New |
| Mercer Global Advisors Inc | 3,617 | $384.3K | 0.00% | +3,617 | New |
| Jump Financial, LLC | 3,646 | $387.4K | 0.00% | −492−11.9% | Reduced |
| Point72 Asset Management, L.P. | 3,690 | $392.1K | 0.00% | +178+5.1% | Added |
| Voloridge Investment Management, LLC | 4,002 | $425.3K | 0.00% | −4,045−50.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,071 | $430.5K | 0.00% | +1,647+67.9% | Added |
| Allworth Financial LP | 4,200 | $446.3K | 0.00% | +164+4.1% | Added |
| State of Alaska, Department of Revenue | 4,253 | $451.0K | 0.00% | −2,015−32.1% | Reduced |
| Quadrature Capital Ltd | 4,379 | $465.3K | 0.00% | −488−10.0% | Reduced |
| Jain Global LLC | 4,404 | $468.0K | 0.01% | +4,404 | New |
| Engineers Gate Manager LP | 4,490 | $477.1K | 0.01% | +4,490 | New |
| Pathstone Holdings, LLC | 4,619 | $490.8K | 0.00% | −75−1.6% | Reduced |
| GWM Advisors LLC | 4,728 | $502.3K | 0.00% | −45−0.9% | Reduced |
| Louisiana State Employees Retirement System | 4,800 | $510.0K | 0.01% | −200−4.0% | Reduced |
| VARCOV Co. | 4,930 | $523.9K | 0.20% | +4,930 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 5,070 | $538.7K | 0.00% | −1,769−25.9% | Reduced |
| Bokf, NA | 5,099 | $541.8K | 0.01% | +6+0.1% | Added |
| Balyasny Asset Management LLC | 5,226 | $555.3K | 0.00% | +5,226 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 5,264 | $559.4K | 0.00% | −221−4.0% | Reduced |
| Alps Advisors Inc | 5,642 | $599.5K | 0.00% | +76+1.4% | Added |
| Illinois Municipal Retirement Fund | 5,777 | $613.9K | 0.01% | +10.0% | Added |
| Canada Pension Plan Investment Board | 5,800 | $616.3K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 5,809 | $617.3K | 0.04% | +5,809 | New |
| O'Shaughnessy Asset Management, LLC | 5,893 | $626.2K | 0.00% | −1,394−19.1% | Reduced |
| State of Tennessee, Treasury Department | 5,996 | $637.1K | 0.00% | +2,975+98.5% | Added |
| Fifth Third Bancorp | 6,069 | $644.9K | 0.00% | −414−6.4% | Reduced |
| SG Americas Securities, LLC | 6,247 | $664.0K | 0.00% | +1,979+46.4% | Added |
| Jupiter Topco LLC | 6,398 | $679.5K | 0.00% | +6,398 | New |
| KLP Kapitalforvaltning AS | 6,700 | $711.9K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 6,706 | $712.6K | 0.00% | +116+1.8% | Added |
| Allspring Global Investments Holdings, LLC | 6,804 | $723.0K | 0.00% | +208+3.2% | Added |
| Thrivent Financial for Lutherans | 7,232 | $768.0K | 0.00% | −328−4.3% | Reduced |
| Brevan Howard Capital Management LP | 7,369 | $783.0K | 0.01% | +4,025+120.4% | Added |
| Globeflex Capital L P | 7,510 | $798.0K | 0.10% | −770−9.3% | Reduced |
| Credit Agricole S A | 7,640 | $811.8K | 0.00% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 8,016 | $851.8K | 0.46% | 00.0% | Unchanged |
| Vanguard Asset Management, Ltd | 8,097 | $860.4K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 8,229 | $874.4K | 0.00% | +8,229 | New |
| Intrust Bank NA | 8,250 | $876.6K | 0.06% | −439−5.1% | Reduced |
| Barclays PLC | 8,890 | $944.7K | 0.00% | −1,136−11.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 9,203 | $977.9K | 0.00% | +1,276+16.1% | Added |
| Rafferty Asset Management, LLC | 9,259 | $983.9K | 0.00% | −909−8.9% | Reduced |
| Wedge Capital Management L L P | 9,586 | $1.02M | 0.02% | −367−3.7% | Reduced |
| Great West Life Assurance Co | 9,824 | $1.04M | 0.00% | −1,114−10.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,813 | $1.04M | 0.02% | +1,303+15.3% | Added |
| Wells Fargo & Company | 9,976 | $1.06M | 0.00% | +5,113+105.1% | Added |
| Tudor Investment Corp Et Al | 10,018 | $1.06M | 0.00% | −45,773−82.0% | Reduced |
| Royal Bank of Canada | 10,048 | $1.07M | 0.00% | +1,130+12.7% | Added |
| Vanguard Global Advisers, LLC | 10,680 | $1.13M | 0.00% | 00.0% | Unchanged |
| Unison Advisors LLC | 10,831 | $1.15M | 0.08% | +88+0.8% | Added |
| Alliancebernstein L.P. | 13,474 | $1.22M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 12,040 | $1.28M | 0.00% | −17,815−59.7% | Reduced |
| Deutsche Bank AG | 12,074 | $1.28M | 0.00% | +161+1.4% | Added |
| California State Teachers Retirement System | 12,336 | $1.31M | 0.00% | +1,773+16.8% | Added |
| NewEdge Wealth, LLC | 12,640 | $1.34M | 0.01% | +2,679+26.9% | Added |
| Squarepoint Ops LLC | 12,898 | $1.37M | 0.00% | −530−3.9% | Reduced |
| HRT Financial LP | 13,042 | $1.39M | 0.00% | −13,688−51.2% | Reduced |
| Bridgeway Capital Management, LLC | 13,676 | $1.45M | 0.03% | 00.0% | Unchanged |
| LSV Asset Management | 14,020 | $1.49M | 0.00% | +4,220+43.1% | Added |
| Winton Group Ltd | 14,179 | $1.51M | 0.05% | −22−0.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 14,179 | $1.51M | 0.03% | +14,179 | New |
| Hennion & Walsh Asset Management, Inc. | 14,294 | $1.52M | 0.04% | −27−0.2% | Reduced |
| SEI Investments Co | 14,448 | $1.54M | 0.00% | −7,527−34.3% | Reduced |
| Quantinno Capital Management LP | 14,461 | $1.54M | 0.00% | +9,322+181.4% | Added |
| Gsa Capital Partners LLP | 14,863 | $1.58M | 0.10% | +12,322+484.9% | Added |
| Envestnet Asset Management Inc | 15,149 | $1.61M | 0.00% | +493+3.4% | Added |
| Citigroup Inc | 15,300 | $1.63M | 0.00% | +3,638+31.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 15,331 | $1.63M | 0.03% | −5,208−25.4% | Reduced |
| BNP Paribas Arbitrage, SA | 15,356 | $1.63M | 0.00% | +8,358+119.4% | Added |
| Angel Oak Capital Advisors, LLC | 15,500 | $1.65M | 2.08% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 16,108 | $1.71M | 0.01% | +507+3.2% | Added |
| Quantbot Technologies LP | 17,408 | $1.85M | 0.07% | −1,927−10.0% | Reduced |
| Trexquant Investment LP | 17,513 | $1.86M | 0.01% | −1,851−9.6% | Reduced |
| Russell Investments Group, Ltd. | 18,250 | $1.94M | 0.00% | +4,273+30.6% | Added |
| Fisher Asset Management, LLC | 18,576 | $1.97M | 0.00% | +31+0.2% | Added |
| XTX Topco Ltd | 20,736 | $2.20M | 0.03% | +634+3.2% | Added |
| UBS Asset Management Americas Inc | 20,827 | $2.21M | 0.00% | +2,032+10.8% | Added |
| New York State Common Retirement Fund | 22,572 | $2.40M | 0.00% | −1,700−7.0% | Reduced |
| Swiss National Bank | 22,589 | $2.40M | 0.00% | −600−2.6% | Reduced |
| Royce & Associates LP | 25,156 | $2.67M | 0.02% | +166+0.7% | Added |
| Legal & General Group Plc | 25,689 | $2.73M | 0.00% | −476−1.8% | Reduced |
| Bank of America Corp | 27,957 | $2.97M | 0.00% | −8,190−22.7% | Reduced |
| Rhumbline Advisers | 29,699 | $3.16M | 0.00% | −4,041−12.0% | Reduced |
| Ameriprise Financial Inc | 32,932 | $3.50M | 0.00% | −930−2.7% | Reduced |
| Prudential Financial Inc | 35,133 | $3.73M | 0.00% | +4,445+14.5% | Added |
| Federated Hermes, Inc. | 38,337 | $4.07M | 0.01% | +350+0.9% | Added |
| First Trust Advisors LP | 38,433 | $4.08M | 0.00% | −17,696−31.5% | Reduced |
| Price T Rowe Associates Inc | 39,265 | $4.17M | 0.00% | −41−0.1% | Reduced |
| Kestrel Investment Management Corp | 39,750 | $4.22M | 2.30% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 40,979 | $4.35M | 0.00% | +19,941+94.8% | Added |
| JPMorgan Chase & Co | 42,072 | $4.47M | 0.00% | +13,644+48.0% | Added |
| Franklin Resources Inc | 51,071 | $5.43M | 0.00% | −2,319−4.3% | Reduced |
| CSM Advisors, LLC | 55,500 | $5.90M | 0.13% | +55,500 | New |
| De Lisle Partners LLP | 56,179 | $5.97M | 0.65% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 62,805 | $6.67M | 0.02% | +1,758+2.9% | Added |
| Citadel Advisors LLC | 64,837 | $6.89M | 0.00% | −21,991−25.3% | Reduced |
| ProShare Advisors LLC | 67,640 | $7.19M | 0.01% | −4,047−5.6% | Reduced |
| Millennium Management LLC | 67,689 | $7.19M | 0.00% | +1,727+2.6% | Added |
| UBS Group AG | 70,158 | $7.45M | 0.00% | −11,613−14.2% | Reduced |