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Preferred Bank (PFBC) Institutional Ownership

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$91.40 +0.99 (+1.09%)
As of 01:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Preferred Bank (NASDAQ:PFBC)

Current
Institutional Ownership
Percentage
72.77%
Number of
Institutional Buyers
(last 12 months)
105
Total
Institutional Inflows
(last 12 months)
$125.12M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$73.50M
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PFBC Institutional Buying and Selling by Quarter

Preferred Bank Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/18/2025Voya Investment Management LLC3,573$299K0.0%-11.1%0.025%
5/19/2025Jane Street Group LLC66,428$5.56M0.0%+81.0%0.460%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC25,931$2.17M0.0%+19.1%0.180%
5/16/2025Empowered Funds LLC25,605$2.14M0.0%-33.3%0.177%
5/16/2025Goldman Sachs Group Inc.162,043$13.56M0.0%-34.3%1.123%
5/16/2025Millennium Management LLC139,054$11.63M0.0%-5.9%0.964%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7,266$608K0.0%+2.9%0.050%
5/16/2025Jacobs Levy Equity Management Inc.8,770$734K0.0%N/A0.061%
5/16/2025Bridgeway Capital Management LLC40,238$3.37M0.1%-32.0%0.279%
5/16/2025AQR Capital Management LLC57,414$4.80M0.0%-35.3%0.398%
5/16/2025Advisors Asset Management Inc.4,149$347K0.0%+22.7%0.029%
5/16/2025Amundi5,027$389K0.0%-16.1%0.035%
5/15/2025Cubist Systematic Strategies LLC537$45K0.0%-96.4%0.004%
5/15/2025Royal Bank of Canada98,890$8.27M0.0%-10.9%0.685%
5/15/2025Trexquant Investment LP9,103$762K0.0%+28.8%0.063%
5/14/2025Rafferty Asset Management LLC13,327$1.12M0.0%-1.1%0.092%
5/14/2025Corebridge Financial Inc.6,385$534K0.0%-3.4%0.044%
5/14/2025Comerica Bank7,006$586K0.0%-2.3%0.049%
5/14/2025MetLife Investment Management LLC7,153$598K0.0%-1.9%0.050%
5/14/2025Jump Financial LLC5,720$479K0.0%-37.5%0.040%
5/14/2025Hotchkis & Wiley Capital Management LLC144,410$12.08M0.0%-9.4%1.001%
5/14/2025Smartleaf Asset Management LLC423$36K0.0%-24.7%0.003%
5/14/2025AlphaQuest LLC3,400$284K0.0%+27.7%0.024%
5/14/2025T. Rowe Price Investment Management Inc.1,148,984$96.13M0.1%+1.7%7.962%
5/14/2025Hsbc Holdings PLC228,176$19.19M0.0%-12.6%1.581%
5/14/2025Quantbot Technologies LP12,094$1.01M0.0%+128.7%0.084%
5/13/2025Northern Trust Corp170,047$14.23M0.0%-2.9%1.178%
5/13/2025American Century Companies Inc.257,062$21.51M0.0%+28.8%1.781%
5/13/2025Brandywine Global Investment Management LLC34,779$2.91M0.0%-3.6%0.241%
5/13/2025Boston Partners525,122$43.99M0.1%-0.9%3.639%
5/13/2025Russell Investments Group Ltd.14,425$1.21M0.0%+4.0%0.100%
5/13/2025HighTower Advisors LLC8,055$674K0.0%-22.7%0.056%
5/12/2025Public Sector Pension Investment Board50,293$4.21M0.0%+62.2%0.349%
5/12/2025Nuveen LLC410,030$33.92M0.0%N/A2.842%
5/12/2025Invesco Ltd.119,747$10.02M0.0%-3.0%0.830%
5/12/2025Connor Clark & Lunn Investment Management Ltd.13,912$1.16M0.0%-17.2%0.096%
5/12/2025Swiss National Bank24,289$2.03M0.0%-3.6%0.168%
5/12/2025Maryland State Retirement & Pension System3,579$299K0.0%-14.5%0.025%
5/9/2025Deutsche Bank AG9,248$774K0.0%-74.6%0.064%
5/9/2025Charles Schwab Investment Management Inc.475,025$39.74M0.0%+9.3%3.292%
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5/9/2025Vanguard Group Inc.890,350$74.49M0.0%+0.9%6.170%
5/9/2025Intrust Bank NA8,428$705K0.1%-4.6%0.058%
5/9/2025Phocas Financial Corp.127,522$10.67M1.6%-5.5%0.884%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,332$362K0.0%+23.8%0.030%
5/8/2025XTX Topco Ltd3,818$319K0.0%-52.6%0.026%
5/8/2025GSA Capital Partners LLP6,411$536K0.0%+8.2%0.044%
5/8/2025Federated Hermes Inc.30,611$2.56M0.0%-1.1%0.212%
5/7/2025Meeder Asset Management Inc.663$55K0.0%N/A0.005%
5/7/2025Picton Mahoney Asset Management13,408$1.12M0.0%+2,337.8%0.093%
5/7/2025Corton Capital Inc.2,842$238K0.8%N/A0.020%
5/6/2025Royce & Associates LP25,204$2.11M0.0%+1.5%0.175%
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH3,348$280K0.0%-76.8%0.023%
5/5/2025Denali Advisors LLC34,113$2.85M0.3%+337.3%0.236%
5/2/2025Segall Bryant & Hamill LLC51,186$4.28M0.1%-3.4%0.355%
5/1/2025CWM LLC2,779$232K0.0%+10.7%0.019%
5/1/2025Louisiana State Employees Retirement System5,800$485K0.0%-3.3%0.040%
5/1/2025New York State Common Retirement Fund33,822$2.83M0.0%+29.0%0.234%
5/1/2025Arizona State Retirement System3,584$300K0.0%-3.8%0.025%
5/1/2025Stieven Capital Advisors L.P.110,921$9.28M1.8%+0.2%0.769%
4/29/2025Envestnet Asset Management Inc.13,394$1.12M0.0%-3.1%0.093%
4/29/2025Bank of New York Mellon Corp137,311$11.49M0.0%-3.9%0.952%
4/28/2025Principal Financial Group Inc.72,537$6.07M0.0%+2.8%0.503%
4/28/2025Oregon Public Employees Retirement Fund2,822$236K0.0%-4.7%0.020%
4/28/2025Teacher Retirement System of Texas3,842$321K0.0%+51.4%0.027%
4/25/2025Amalgamated Bank3,513$294K0.0%-3.6%0.024%
4/24/2025Allspring Global Investments Holdings LLC9,488$794K0.0%+40.3%0.066%
4/24/2025Mirae Asset Global Investments Co. Ltd.10,106$849K0.0%+12.6%0.070%
4/24/2025Illinois Municipal Retirement Fund6,828$571K0.0%+2.1%0.047%
4/21/2025State of Alaska Department of Revenue6,797$568K0.0%-3.4%0.047%
4/16/2025SummerHaven Investment Management LLC10,412$871K0.6%+1.5%0.072%
4/15/2025SG Americas Securities LLC4,622$387K0.0%-20.9%0.032%
4/14/2025Yousif Capital Management LLC4,568$382K0.0%-2.9%0.032%
4/14/2025Wedge Capital Management L L P NC10,335$865K0.0%+14.6%0.072%
4/10/2025Hennion & Walsh Asset Management Inc.8,541$715K0.0%N/A0.059%
4/9/2025NBC Securities Inc.302$25K0.0%N/A0.002%
4/7/2025GAMMA Investing LLC36,894$3.09M0.0%+9,482.9%0.256%
3/18/2025California State Teachers Retirement System12,040$1.04M0.0%-1.1%0.083%
3/17/2025Wealth Enhancement Advisory Services LLC2,418$209K0.0%N/A0.017%
3/5/2025Phocas Financial Corp.134,885$11.65M1.6%-0.8%0.935%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH14,421$1.25M0.0%N/A0.100%
2/27/2025Jefferies Financial Group Inc.16,285$1.41M0.0%N/A0.113%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC21,773$1.88M0.0%-1.8%0.151%
2/17/2025Voloridge Investment Management LLC24,061$2.08M0.0%-6.3%0.167%
2/17/2025Virtus Investment Advisers Inc.4,238$366K0.3%-44.5%0.029%
2/17/2025Squarepoint Ops LLC21,261$1.84M0.0%+31.5%0.147%
2/17/2025Two Sigma Advisers LP46,500$4.02M0.0%-3.3%0.322%
2/17/2025Two Sigma Investments LP36,670$3.17M0.0%-24.1%0.254%
2/17/2025Rafferty Asset Management LLC13,477$1.16M0.0%-14.4%0.093%
2/17/2025Point72 Asia Singapore Pte. Ltd.359$31K0.0%-62.0%0.002%
2/17/2025Point72 Asset Management L.P.5,300$458K0.0%-17.2%0.037%
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2/17/2025ProShare Advisors LLC85,781$7.41M0.0%-6.0%0.594%
2/17/2025Nuveen Asset Management LLC468,759$40.49M0.0%+0.3%3.249%
2/17/2025Millennium Management LLC147,702$12.76M0.0%+28.8%1.024%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7,064$610K0.0%+3.8%0.049%
2/17/2025Jefferies Financial Group Inc.16,285$1.41M0.0%N/A0.113%
2/17/2025D. E. Shaw & Co. Inc.2,574$222K0.0%-58.3%0.018%
2/17/2025Deutsche Bank AG36,366$3.14M0.0%+405.8%0.252%
2/17/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main1,350$117K0.0%N/A0.009%
2/17/2025Cubist Systematic Strategies LLC14,877$1.29M0.0%+342.1%0.103%
2/17/2025BOKF NA4,420$360K0.0%-15.0%0.031%
(Data available from 1/1/2016 forward)

PFBC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFBC shares?

During the previous two years, 190 institutional investors and hedge funds held shares of Preferred Bank. The most heavily invested institutionals were T. Rowe Price Investment Management Inc. ($96.13M), Vanguard Group Inc. ($74.49M), Dimensional Fund Advisors LP ($57.39M), State Street Corp ($47.55M), Boston Partners ($43.99M), Nuveen Asset Management LLC ($40.49M), and Charles Schwab Investment Management Inc. ($39.74M).Learn more on Preferred Bank's institutional investors.

What percentage of Preferred Bank's stock is owned by institutional investors?

72.77% of Preferred Bank's stock is owned by institutional investors. Learn more on PFBC's institutional investor holdings.

Which institutional investors have been buying Preferred Bank's stock?

Of the 145 institutional investors that purchased Preferred Bank's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Nuveen LLC ($410.03K), LSV Asset Management ($171.33K), American Century Companies Inc. ($142.12K), Kennedy Capital Management LLC ($111.04K), Smith Graham & Co. Investment Advisors LP ($89.28K), Charles Schwab Investment Management Inc. ($71.69K), and Jane Street Group LLC ($52.61K).

How much institutional buying is happening at Preferred Bank?

Institutional investors have bought a total of 1,504,125 shares in the last 24 months. This purchase volume represents approximately $125.12M in transactions.

Which of Preferred Bank's major shareholders have been selling company stock?

Of the 94 institutional investors that sold Preferred Bank's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Phocas Financial Corp. ($132.48K), Goldman Sachs Group Inc. ($84.55K), Hsbc Holdings PLC ($81.84K), Stieven Capital Advisors L.P. ($79.31K), AQR Capital Management LLC ($40.45K), LSV Asset Management ($34.17K), and Deutsche Bank AG ($27.12K).

How much institutional selling is happening at Preferred Bank?

Institutional investors have sold a total of 882,112 shares in the last 24 months. This volume of shares sold represents approximately $73.50M in transactions.


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This page (NASDAQ:PFBC) was last updated on 7/3/2025 by MarketBeat.com Staff
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