Skip to main content

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
International Assets Investment Management, LLC40$4.32K0.00%00.0%Unchanged
Salomon & Ludwin, LLC39$4.21K0.00%00.0%Unchanged
Valued Wealth Advisors LLC36$3.83K0.00%+8+28.6%Added
Quarry LP31$3.29K0.00%+31New
Mather Group, LLC.30$3.19K0.00%00.0%Unchanged
Fortitude Family Office, LLC30$3.19K0.00%00.0%Unchanged
US Bancorp28$2.98K0.00%00.0%Unchanged
Farther Finance Advisors, LLC25$2.65K0.00%+7+38.9%Added
True Wealth Design, LLC19$2.02K0.00%+10+111.1%Added
Horizon Investments, LLC17$1.79K0.00%−17−50.0%Reduced
Jones Financial Companies LLLP17$1.78K0.00%+12+240.0%Added
Glen Eagle Advisors, LLC15$1.59K0.00%00.0%Unchanged
Institute for Wealth Management, LLC.14$1.52K0.00%+14New
Kilter Group LLC14$1.49K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC13$1.38K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.10$1.06K0.00%00.0%Unchanged
Covestor Ltd7$1.00K0.00%+2+40.0%Added
Wealth Enhancement Trust Services, Inc.8$8500.00%+8New
Farmers & Merchants Investments Inc7$7440.00%00.0%Unchanged
Larson Financial Group LLC7$7440.00%00.0%Unchanged
Cedar Mountain Advisors, LLC6$6380.00%00.0%Unchanged
Ankerstar Wealth, LLC6$6380.00%00.0%Unchanged
Silver Grove Financial Group, Inc.4$4250.00%+4New
Plante Moran Financial Advisors, LLC3$3190.00%+3New
TFC Financial Management1$1070.00%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
Capital Advisors, Ltd. LLC4$00.00%00.0%Unchanged
Jane Street Group, LLC0$00.00%−13,107−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−11,261−100.0%Sold out
Denali Advisors LLC0$00.00%−8,816−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−8,513−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−8,236−100.0%Sold out
Infrastructure Capital Advisors, LLC0$00.00%−5,513−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−4,331−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−2,804−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−537−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−46−100.0%Sold out
Root Financial Partners, LLC0$00.00%−30−100.0%Sold out
Parallel Advisors, LLC0$00.00%−27−100.0%Sold out
Scarborough Advisors, LLC0$00.00%−27−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−17−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−16−100.0%Sold out
MAI Capital Management0$00.00%−6−100.0%Sold out
CWM, LLC––––Not filed
Janus Henderson Group PLC––––Not filed