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Preferred Bank (PFBC) Institutional Ownership

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$93.49 -0.35 (-0.37%)
Closing price 04:00 PM Eastern
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$93.47 -0.02 (-0.02%)
As of 04:04 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)
104
Total
Institutional Inflows
(last 12 months)
$128.54M
Number of
Institutional Sellers
(last 12 months)
102
Total
Institutional Outflows
(last 12 months)
$98.11M
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PFBC Institutional Buying and Selling by Quarter

Preferred Bank Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025Sei Investments Co.10,671$924K0.0%+4.1%0.074%
8/14/2025NewEdge Advisors LLC1,316$114K0.0%+350.7%0.009%
8/14/2025Qube Research & Technologies Ltd19,218$1.66M0.0%-61.2%0.133%
8/14/2025WINTON GROUP Ltd42,116$3.65M0.2%+217.1%0.292%
8/13/2025Jump Financial LLC14,225$1.23M0.0%+148.7%0.099%
8/13/2025First Trust Advisors LP68,014$5.89M0.0%-2.6%0.471%
8/13/2025Kennedy Capital Management LLC173,807$15.04M0.4%-2.0%1.204%
8/13/2025EverSource Wealth Advisors LLC331$29K0.0%+1,224.0%0.002%
8/13/2025Invesco Ltd.58,285$5.04M0.0%-51.3%0.404%
8/13/2025Arrowstreet Capital Limited Partnership6,559$568K0.0%-9.4%0.045%
8/13/2025Quantbot Technologies LP15,919$1.38M0.0%+31.6%0.110%
8/13/2025Fisher Asset Management LLC13,579$1.18M0.0%+39.2%0.094%
8/13/2025De Lisle Partners LLP54,679$4.73M0.7%+2.8%0.379%
8/13/2025New York State Common Retirement Fund23,022$1.99M0.0%-31.9%0.160%
8/13/2025Hsbc Holdings PLC146,435$12.69M0.0%-35.8%1.015%
8/13/2025Russell Investments Group Ltd.14,055$1.22M0.0%-2.6%0.097%
8/12/2025 Boston Partners532,085$46.43M0.1%+1.3%3.687%
8/12/2025 XTX Topco Ltd7,537$652K0.0%+97.4%0.052%
8/12/2025 Prudential Financial Inc.12,112$1.05M0.0%-12.1%0.084%
8/12/2025 American Century Companies Inc.291,858$25.26M0.0%+13.5%2.023%
8/12/2025 Franklin Resources Inc.28,417$2.46M0.0%+1.2%0.197%
8/12/2025 Legal & General Group Plc33,400$2.89M0.0%-1.0%0.231%
8/12/2025 Brandywine Global Investment Management LLC33,479$2.90M0.0%-3.7%0.232%
8/12/2025 Stieven Capital Advisors L.P.121,021$10.47M2.0%+9.1%0.839%
8/12/2025 JPMorgan Chase & Co.61,999$5.37M0.0%-65.7%0.430%
8/12/2025 Swiss National Bank23,889$2.07M0.0%-1.6%0.166%
8/12/2025 Dynamic Technology Lab Private Ltd2,450$212K0.0%N/A0.017%
8/12/2025 Ensign Peak Advisors Inc8,293$718K0.0%-17.4%0.057%
8/11/2025 LSV Asset Management53,540$4.63M0.0%-18.8%0.371%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH3,148$272K0.0%-6.0%0.022%
8/8/2025 Intech Investment Management LLC5,590$484K0.0%-34.5%0.039%
8/8/2025 SG Americas Securities LLC3,381$293K0.0%-26.8%0.023%
8/8/2025 Police & Firemen s Retirement System of New Jersey2,831$245K0.0%+12.5%0.020%
8/8/2025 Geode Capital Management LLC372,081$32.21M0.0%+1.3%2.579%
8/7/2025 Boston Partners532,085$46.43M0.1%+1.3%3.687%
8/7/2025 Allworth Financial LP4,011$347K0.0%+36,363.6%0.028%
8/7/2025 ProShare Advisors LLC74,663$6.46M0.0%-14.4%0.517%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.6,929$600K0.0%-50.2%0.048%
8/7/2025 Los Angeles Capital Management LLC4,723$409K0.0%-42.3%0.033%
8/6/2025 Savant Capital LLC2,580$223K0.0%-20.4%0.018%
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8/5/2025 Bank of New York Mellon Corp135,792$11.75M0.0%-1.1%0.941%
8/5/2025 Corton Capital Inc.2,338$202K0.2%-17.7%0.016%
8/4/2025 Amalgamated Bank3,336$289K0.0%-5.0%0.023%
8/1/2025 Teacher Retirement System of Texas3,640$315K0.0%-5.3%0.025%
8/1/2025 Envestnet Asset Management Inc.13,581$1.18M0.0%+1.4%0.094%
7/31/2025 Kestrel Investment Management Corp41,450$3.59M2.1%-4.6%0.287%
7/31/2025 AlphaQuest LLC24,387$2.11M0.2%+617.3%0.169%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al16,613$1.44M0.0%N/A0.115%
7/25/2025 Yousif Capital Management LLC4,343$376K0.0%-4.9%0.030%
7/25/2025 Allspring Global Investments Holdings LLC5,360$464K0.0%-43.5%0.037%
7/25/2025 CWM LLC2,386$206K0.0%-14.1%0.017%
7/23/2025 Maryland State Retirement & Pension System3,396$294K0.0%-5.1%0.024%
7/23/2025 KLP Kapitalforvaltning AS10,200$883K0.0%-3.8%0.071%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,978$431K0.0%+14.9%0.034%
7/21/2025 Copeland Capital Management LLC845$73K0.0%+16.2%0.006%
7/21/2025 Mirae Asset Global Investments Co. Ltd.11,110$962K0.0%+9.9%0.077%
7/18/2025 Robeco Institutional Asset Management B.V.4,899$424K0.0%-13.8%0.034%
7/17/2025 SummerHaven Investment Management LLC10,582$916K0.6%+1.6%0.073%
7/10/2025 Wealth Enhancement Advisory Services LLC2,456$225K0.0%N/A0.017%
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%
5/16/2025 Empowered 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%
5/16/2025 Advisors 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%
5/15/2025 Trexquant Investment LP9,103$762K0.0%+28.8%0.063%
5/14/2025Rafferty Asset Management LLC13,327$1.12M0.0%-1.1%0.092%
5/14/2025 Corebridge 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%
5/14/2025 AlphaQuest 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%
5/13/2025 American Century Companies Inc.257,062$21.51M0.0%+28.8%1.781%
5/13/2025 Brandywine Global Investment Management LLC34,779$2.91M0.0%-3.6%0.241%
5/13/2025 Boston Partners525,122$43.99M0.1%-0.9%3.639%
5/13/2025Russell Investments Group Ltd.14,425$1.21M0.0%+4.0%0.100%
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5/13/2025 HighTower Advisors LLC8,055$674K0.0%-22.7%0.056%
5/12/2025 Public Sector Pension Investment Board50,293$4.21M0.0%+62.2%0.349%
5/12/2025 Nuveen LLC410,030$33.92M0.0%N/A2.842%
5/12/2025Invesco Ltd.119,747$10.02M0.0%-3.0%0.830%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.13,912$1.16M0.0%-17.2%0.096%
5/12/2025 Swiss National Bank24,289$2.03M0.0%-3.6%0.168%
5/12/2025 Maryland State Retirement & Pension System3,579$299K0.0%-14.5%0.025%
5/9/2025 Deutsche Bank AG9,248$774K0.0%-74.6%0.064%
5/9/2025 Charles Schwab Investment Management Inc.475,025$39.74M0.0%+9.3%3.292%
5/9/2025 Vanguard Group Inc.890,350$74.49M0.0%+0.9%6.170%
(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, 192 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 ($46.43M), 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 140 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), American Century Companies Inc. ($176.92K), LSV Asset Management ($171.33K), 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 1,525,199 shares in the last 24 months. This purchase volume represents approximately $128.54M in transactions.

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

Of the 102 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), JPMorgan Chase & Co. ($118.65K), Hsbc Holdings PLC ($114.70K), Goldman Sachs Group Inc. ($84.55K), Invesco Ltd. ($80.58K), Stieven Capital Advisors L.P. ($66.71K), and LSV Asset Management ($46.55K).

How much institutional selling is happening at Preferred Bank?

Institutional investors have sold a total of 1,154,608 shares in the last 24 months. This volume of shares sold represents approximately $98.11M in transactions.



This page (NASDAQ:PFBC) was last updated on 8/14/2025 by MarketBeat.com Staff
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