Free Trial
Don't Miss the A.I. Investing RevolutionTry It Free

Preferred Bank (PFBC) Institutional Ownership

Preferred Bank logo
$89.34 -0.18 (-0.20%)
Closing price 04:00 PM Eastern
Extended Trading
$89.28 -0.06 (-0.07%)
As of 04:25 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Preferred Bank (NASDAQ:PFBC)

Current
Institutional Ownership
Percentage
72.77%
Number of
Institutional Buyers
(last 12 months)
109
Total
Institutional Inflows
(last 12 months)
$129.38M
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$103.94M
Get PFBC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Preferred Bank stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PFBC Institutional Buying and Selling by Quarter

Preferred Bank Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2025Voya Investment Management LLC2,381$215K0.0%-33.9%0.017%
9/24/2025Texas Permanent School Fund Corp7,374$638K0.0%+3.5%0.051%
8/27/2025Squarepoint Ops LLC5,910$511K0.0%-64.9%0.041%
8/26/2025Thrivent Financial for Lutherans8,497$735K0.0%-5.7%0.059%
8/19/2025Pitcairn Co.4,400$381K0.0%-15.7%0.030%
8/18/2025Rexford Capital Inc.1,480$128K0.1%N/A0.010%
8/16/2025Public Sector Pension Investment Board50,856$4.40M0.0%+1.1%0.352%
8/15/2025CANADA LIFE ASSURANCE Co15,523$1.34M0.0%-3.8%0.108%
8/15/2025Tower Research Capital LLC TRC 3,417$296K0.0%+1,002.3%0.024%
8/15/2025Two Sigma Securities LLC4,675$405K0.0%+21.9%0.032%
8/15/2025Rafferty Asset Management LLC17,219$1.49M0.0%+29.2%0.119%
8/15/2025Engineers Gate Manager LP6,944$601K0.0%-54.5%0.048%
8/15/2025BNP Paribas Financial Markets5,010$434K0.0%+146.8%0.035%
8/15/2025Bridgeway Capital Management LLC14,633$1.27M0.0%-63.6%0.101%
8/15/2025Bank of America Corp DE61,857$5.35M0.0%+50.1%0.429%
8/15/2025Ameriprise Financial Inc.52,022$4.50M0.0%-10.3%0.361%
8/14/2025Jane Street Group LLC39,366$3.41M0.0%-40.7%0.273%
8/14/2025California State Teachers Retirement System11,906$1.03M0.0%-1.1%0.083%
8/14/2025Raymond James Financial Inc.3,837$332K0.0%+23.5%0.027%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,824$591K0.0%-6.1%0.047%
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%
8/12/2025Boston Partners532,085$46.43M0.1%+1.3%3.687%
8/12/2025XTX Topco Ltd7,537$652K0.0%+97.4%0.052%
8/12/2025Prudential Financial Inc.12,112$1.05M0.0%-12.1%0.084%
8/12/2025American Century Companies Inc.291,858$25.26M0.0%+13.5%2.023%
8/12/2025Franklin Resources Inc.28,417$2.46M0.0%+1.2%0.197%
8/12/2025Legal & General Group Plc33,400$2.89M0.0%-1.0%0.231%
8/12/2025Brandywine Global Investment Management LLC33,479$2.90M0.0%-3.7%0.232%
8/12/2025Stieven Capital Advisors L.P.121,021$10.47M2.0%+9.1%0.839%
8/12/2025JPMorgan Chase & Co.61,999$5.37M0.0%-65.7%0.430%
8/12/2025Swiss National Bank23,889$2.07M0.0%-1.6%0.166%
8/12/2025Dynamic Technology Lab Private Ltd2,450$212K0.0%N/A0.017%
8/12/2025Ensign Peak Advisors Inc8,293$718K0.0%-17.4%0.057%
8/11/2025LSV Asset Management53,540$4.63M0.0%-18.8%0.371%
8/11/2025Universal Beteiligungs und Servicegesellschaft mbH3,148$272K0.0%-6.0%0.022%
8/8/2025Intech Investment Management LLC5,590$484K0.0%-34.5%0.039%
8/8/2025SG Americas Securities LLC3,381$293K0.0%-26.8%0.023%
8/8/2025Police & Firemen s Retirement System of New Jersey2,831$245K0.0%+12.5%0.020%
8/8/2025Geode Capital Management LLC372,081$32.21M0.0%+1.3%2.579%
8/7/2025Boston Partners532,085$46.43M0.1%+1.3%3.687%
8/7/2025Allworth Financial LP4,011$347K0.0%+36,363.6%0.028%
8/7/2025ProShare Advisors LLC74,663$6.46M0.0%-14.4%0.517%
8/7/2025Connor Clark & Lunn Investment Management Ltd.6,929$600K0.0%-50.2%0.048%
8/7/2025Los Angeles Capital Management LLC4,723$409K0.0%-42.3%0.033%
8/6/2025Savant Capital LLC2,580$223K0.0%-20.4%0.018%
8/5/2025Bank of New York Mellon Corp135,792$11.75M0.0%-1.1%0.941%
8/5/2025Corton Capital Inc.2,338$202K0.2%-17.7%0.016%
8/4/2025Amalgamated Bank3,336$289K0.0%-5.0%0.023%
8/1/2025Teacher Retirement System of Texas3,640$315K0.0%-5.3%0.025%
8/1/2025Envestnet Asset Management Inc.13,581$1.18M0.0%+1.4%0.094%
7/31/2025Kestrel Investment Management Corp41,450$3.59M2.1%-4.6%0.287%
7/31/2025AlphaQuest LLC24,387$2.11M0.2%+617.3%0.169%
7/29/2025VIRGINIA RETIREMENT SYSTEMS ET Al16,613$1.44M0.0%N/A0.115%
7/25/2025Yousif Capital Management LLC4,343$376K0.0%-4.9%0.030%
7/25/2025Allspring Global Investments Holdings LLC5,360$464K0.0%-43.5%0.037%
7/25/2025CWM LLC2,386$206K0.0%-14.1%0.017%
7/23/2025Maryland State Retirement & Pension System3,396$294K0.0%-5.1%0.024%
7/23/2025KLP Kapitalforvaltning AS10,200$883K0.0%-3.8%0.071%
7/21/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,978$431K0.0%+14.9%0.034%
7/21/2025Copeland Capital Management LLC845$73K0.0%+16.2%0.006%
7/21/2025Mirae Asset Global Investments Co. Ltd.11,110$962K0.0%+9.9%0.077%
7/18/2025Robeco Institutional Asset Management B.V.4,899$424K0.0%-13.8%0.034%
7/17/2025SummerHaven Investment Management LLC10,582$916K0.6%+1.6%0.073%
7/10/2025Wealth 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%
5/16/2025Empowered 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%
(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, 194 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 143 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 1,531,646 shares in the last 24 months. This purchase volume represents approximately $129.38M in transactions.

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

Of the 106 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 Bridgeway Capital Management LLC ($52.57K).

How much institutional selling is happening at Preferred Bank?

Institutional investors have sold a total of 1,219,736 shares in the last 24 months. This volume of shares sold represents approximately $103.94M in transactions.


Related Companies

This page (NASDAQ:PFBC) was last updated on 10/9/2025 by MarketBeat.com Staff
From Our Partners
Bitcoin grabs headlines, but smart money likes this token
Bitcoin grabs headlines, but smart money likes this token My research team has identified the token positio...
Crypto 101 Media | Sponsoredtc pixel
Magnificent 7 being replaced by the “Hidden 7”?
BULLISH: It's time to buy this 'hidden' AI stock An award-winning stock-rating system has turned BULLISH on...
Chaikin Analytics | Sponsoredtc pixel
Capital Gains Tax Strategies for Seniors
Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holdi...
SmartAsset | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
An $8 trillion-dollar discovery 17,000 ft underwater
A strange rock pulled from the ocean floor may hold the key to a $16 trillion resource boom. Inside it: materi...
Porter & Company | Sponsoredtc pixel
Front-Run Buffett's Shocking Gold Move
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsoredtc pixel
2013 miner reveals his trading system
While everyone else is gambling on meme coins or chasing the next "100x moonshot," our members are systematica...
Crypto Swap Profits | Sponsoredtc pixel
URGENT: The Market's 3 Red Flags Are Flashing
Here’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...
StockEarnings | Sponsoredtc pixel