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 |
|---|---|---|---|---|---|
| Jupiter Topco LLC | 6,398 | $679.5K | 0.00% | +6,398 | New |
| SG Americas Securities, LLC | 6,247 | $664.0K | 0.00% | +1,979+46.4% | Added |
| Fifth Third Bancorp | 6,069 | $644.9K | 0.00% | −414−6.4% | Reduced |
| State of Tennessee, Treasury Department | 5,996 | $637.1K | 0.00% | +2,975+98.5% | Added |
| O'Shaughnessy Asset Management, LLC | 5,893 | $626.2K | 0.00% | −1,394−19.1% | Reduced |
| Dark Forest Capital Management LP | 5,809 | $617.3K | 0.04% | +5,809 | New |
| Canada Pension Plan Investment Board | 5,800 | $616.3K | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 5,777 | $613.9K | 0.01% | +10.0% | Added |
| Alps Advisors Inc | 5,642 | $599.5K | 0.00% | +76+1.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,264 | $559.4K | 0.00% | −221−4.0% | Reduced |
| Balyasny Asset Management LLC | 5,226 | $555.3K | 0.00% | +5,226 | New |
| Bokf, NA | 5,099 | $541.8K | 0.01% | +6+0.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 5,070 | $538.7K | 0.00% | −1,769−25.9% | Reduced |
| VARCOV Co. | 4,930 | $523.9K | 0.20% | +4,930 | New |
| Louisiana State Employees Retirement System | 4,800 | $510.0K | 0.01% | −200−4.0% | Reduced |
| GWM Advisors LLC | 4,728 | $502.3K | 0.00% | −45−0.9% | Reduced |
| Pathstone Holdings, LLC | 4,619 | $490.8K | 0.00% | −75−1.6% | Reduced |
| Engineers Gate Manager LP | 4,490 | $477.1K | 0.01% | +4,490 | New |
| Jain Global LLC | 4,404 | $468.0K | 0.01% | +4,404 | New |
| Quadrature Capital Ltd | 4,379 | $465.3K | 0.00% | −488−10.0% | Reduced |
| State of Alaska, Department of Revenue | 4,253 | $451.0K | 0.00% | −2,015−32.1% | Reduced |
| Allworth Financial LP | 4,200 | $446.3K | 0.00% | +164+4.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,071 | $430.5K | 0.00% | +1,647+67.9% | Added |
| Voloridge Investment Management, LLC | 4,002 | $425.3K | 0.00% | −4,045−50.3% | Reduced |
| Point72 Asset Management, L.P. | 3,690 | $392.1K | 0.00% | +178+5.1% | Added |
| Jump Financial, LLC | 3,646 | $387.4K | 0.00% | −492−11.9% | Reduced |
| Mercer Global Advisors Inc | 3,617 | $384.3K | 0.00% | +3,617 | New |
| Atom Investors LP | 3,597 | $382.2K | 0.03% | +3,597 | New |
| Mount Yale Investment Advisors, LLC | 3,565 | $378.8K | 0.01% | +128+3.7% | Added |
| Steward Partners Investment Advisory, LLC | 3,510 | $373.0K | 0.00% | +3,510 | New |
| Police & Firemen's Retirement System of New Jersey | 3,489 | $370.7K | 0.00% | +431+14.1% | Added |
| Aquatic Capital Management LLC | 3,152 | $334.9K | 0.01% | +3,152 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 3,112 | $330.7K | 0.00% | +261+9.2% | Added |
| Arizona State Retirement System | 3,095 | $328.9K | 0.00% | −88−2.8% | Reduced |
| Neuberger Berman Group LLC | 3,061 | $325.3K | 0.00% | +493+19.2% | Added |
| Sterling Capital Management LLC | 3,042 | $323.2K | 0.01% | −157−4.9% | Reduced |
| Sequoia Financial Advisors, LLC | 3,004 | $319.2K | 0.00% | −180−5.7% | Reduced |
| Amalgamated Bank | 2,969 | $315.0K | 0.00% | −301−9.2% | Reduced |
| Vanguard Investments Australia, Ltd. | 2,960 | $314.5K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 2,932 | $311.6K | 0.00% | −100−3.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,925 | $310.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,899 | $308.0K | 0.03% | −1,214−29.5% | Reduced |
| Manufacturers Life Insurance Company, The | 2,874 | $305.4K | 0.00% | −231−7.4% | Reduced |
| Mariner, LLC | 2,869 | $304.8K | 0.00% | +2,869 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,714 | $288.4K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 2,639 | $280.4K | 0.00% | +2,639 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,612 | $277.6K | 0.00% | −189−6.7% | Reduced |
| Oregon Public Employees Retirement Fund | 2,522 | $268.0K | 0.00% | −100−3.8% | Reduced |
| Voya Investment Management LLC | 2,391 | $254.1K | 0.00% | +2,391 | New |
| Storgate, LLC | 2,370 | $251.8K | 0.05% | +2,370 | New |
| HighTower Advisors, LLC | 2,231 | $237.1K | 0.00% | +2,231 | New |
| Intech Investment Management LLC | 2,228 | $236.7K | 0.00% | −742−25.0% | Reduced |
| EP Wealth Advisors, LLC | 2,225 | $236.5K | 0.00% | +2,225 | New |
| Abel Hall, LLC | 2,209 | $234.7K | 0.04% | +2,209 | New |
| Vident Advisory, LLC | 2,185 | $232.2K | 0.00% | +2,185 | New |
| Victory Capital Management Inc | 2,042 | $217.0K | 0.00% | +2,042 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,039 | $216.7K | 0.00% | +2,039 | New |
| Cerity Partners LLC | 2,036 | $216.4K | 0.00% | +2,036 | New |
| Pictet Asset Management Holding SA | 2,000 | $212.5K | 0.00% | +2,000 | New |
| Robeco Institutional Asset Management B.V. | 1,995 | $212.0K | 0.00% | +1,995 | New |
| Empowered Funds, LLC | 1,985 | $210.9K | 0.00% | −852−30.0% | Reduced |
| Great Lakes Advisors, LLC | 1,890 | $200.8K | 0.00% | +1,890 | New |
| Rexford Capital Inc | 1,459 | $155.0K | 0.10% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,326 | $140.9K | 0.00% | −330−19.9% | Reduced |
| Ensign Peak Advisors, Inc | 1,293 | $137.4K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,288 | $137.0K | 0.00% | +75+6.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,233 | $131.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,206 | $128.1K | 0.00% | +6+0.5% | Added |
| Parkside Financial Bank & Trust | 981 | $104.2K | 0.01% | −23−2.3% | Reduced |
| Ameritas Investment Partners, Inc. | 976 | $103.7K | 0.00% | 00.0% | Unchanged |
| Nykredit A/S | 964 | $102.4K | 0.00% | +964 | New |
| Copeland Capital Management, LLC | 869 | $92.3K | 0.00% | −26−2.9% | Reduced |
| Advisor Group Holdings, Inc. | 630 | $67.0K | 0.00% | +58+10.1% | Added |
| Massmutual Trust Co FSB | 584 | $62.1K | 0.00% | −17−2.8% | Reduced |
| GAMMA Investing LLC | 581 | $61.7K | 0.00% | +43+8.0% | Added |
| Tower Research Capital LLC (TRC) | 490 | $52.1K | 0.00% | −275−35.9% | Reduced |
| SRS Capital Advisors, Inc. | 418 | $44.5K | 0.00% | +418 | New |
| NBC Securities, Inc. | 312 | $33.2K | 0.00% | +38+13.9% | Added |
| First Horizon Corp | 278 | $29.5K | 0.00% | +278 | New |
| Umb Bank N A | 238 | $25.3K | 0.00% | +21+9.7% | Added |
| Public Employees Retirement System of Ohio | 232 | $24.7K | 0.00% | +19+8.9% | Added |
| Huntington National Bank | 213 | $22.6K | 0.00% | +28+15.1% | Added |
| Rockefeller Capital Management L.P. | 211 | $22.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 193 | $20.5K | 0.00% | +79+69.3% | Added |
| Versant Capital Management, Inc | 181 | $19.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 179 | $19.0K | 0.00% | −154−46.2% | Reduced |
| Harbor Capital Advisors, Inc. | 175 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 169 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 135 | $14.0K | 0.00% | +11+8.9% | Added |
| ZRC Wealth Management, LLC | 127 | $13.5K | 0.00% | +1+0.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $10.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 98 | $10.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 95 | $10.1K | 0.00% | −33−25.8% | Reduced |
| Assetmark, Inc | 85 | $9.03K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 81 | $8.61K | 0.00% | +21+35.0% | Added |
| Optiver Holding B.V. | 64 | $6.80K | 0.00% | +64 | New |
| Rothschild Investment LLC | 63 | $6.69K | 0.00% | +39+162.5% | Added |
| Clearstead Advisors, LLC | 57 | $6.06K | 0.00% | +57 | New |
| SJS Investment Consulting Inc. | 50 | $5.31K | 0.00% | +50 | New |
| Essential Partners LLC | 42 | $4.46K | 0.00% | +36+600.0% | Added |