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 |
|---|---|---|---|---|---|
| Vanguard Fiduciary Trust Co | 72,413 | $7.69M | 0.00% | −1,181−1.6% | Reduced |
| FMR LLC | 73,380 | $7.80M | 0.00% | +222+0.3% | Added |
| Maltese Capital Management LLC | 76,700 | $8.15M | 1.49% | −6,563−7.9% | Reduced |
| Principal Financial Group Inc | 77,471 | $8.23M | 0.00% | +65+0.1% | Added |
| AQR Capital Management LLC | 83,058 | $8.83M | 0.00% | +47,795+135.5% | Added |
| Phocas Financial Corp. | 96,557 | $10.3M | 1.42% | −5,100−5.0% | Reduced |
| Qube Research & Technologies Ltd | 96,660 | $10.3M | 0.01% | −4,388−4.3% | Reduced |
| Dana Investment Advisors, Inc. | 105,736 | $11.2M | 0.29% | +26,315+33.1% | Added |
| Invesco Ltd. | 112,712 | $12.0M | 0.00% | +3,199+2.9% | Added |
| Bank of New York Mellon Corp | 116,241 | $12.4M | 0.00% | −3,861−3.2% | Reduced |
| Stieven Capital Advisors, L.P. | 117,921 | $12.5M | 2.39% | −4,700−3.8% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 141,435 | $15.0M | 0.04% | +120+0.1% | Added |
| Northern Trust Corp | 150,000 | $15.9M | 0.00% | +2,154+1.5% | Added |
| HSBC Holdings PLC | 154,396 | $16.3M | 0.01% | −17,361−10.1% | Reduced |
| Kennedy Capital Management, Inc. | 167,220 | $17.8M | 0.31% | −53,184−24.1% | Reduced |
| Goldman Sachs Group Inc | 174,961 | $18.6M | 0.00% | +11,512+7.0% | Added |
| Morgan Stanley | 224,570 | $23.9M | 0.00% | +12,353+5.8% | Added |
| Vanguard Portfolio Management LLC | 258,444 | $27.5M | 0.00% | +8,259+3.3% | Added |
| Two Sigma Investments, LP | 315,265 | $33.5M | 0.03% | +130,540+70.7% | Added |
| Nuveen, LLC | 332,262 | $35.3M | 0.01% | −1,200−0.4% | Reduced |
| Geode Capital Management, LLC | 399,169 | $42.4M | 0.00% | +23,019+6.1% | Added |
| Boston Partners | 412,063 | $43.8M | 0.04% | +16,116+4.1% | Added |
| Charles Schwab Investment Management Inc | 439,652 | $46.7M | 0.01% | +22,864+5.5% | Added |
| American Century Companies Inc | 447,109 | $47.5M | 0.02% | +46,789+11.7% | Added |
| Vanguard Capital Management LLC | 475,275 | $50.5M | 0.00% | −26,644−5.3% | Reduced |
| Dimensional Fund Advisors LP | 573,320 | $60.9M | 0.01% | −5,834−1.0% | Reduced |
| State Street Corp | 646,206 | $68.7M | 0.00% | +57,617+9.8% | Added |
| T. Rowe Price Investment Management, Inc. | 1,077,055 | $114.4M | 0.08% | −5,146−0.5% | Reduced |
| BlackRock, Inc. | 1,159,221 | $123.2M | 0.00% | −45,702−3.8% | Reduced |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,107−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,261−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −8,816−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −8,513−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −8,236−100.0% | Sold out |
| Infrastructure Capital Advisors, LLC | 0 | $0 | 0.00% | −5,513−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −4,331−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −2,804−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −537−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Janus Henderson Group PLC | – | – | – | – | Not filed |