Free Trial

Preferred Bank (PFBC) Institutional Ownership

Preferred Bank logo
$95.76 +1.51 (+1.60%)
Closing price 04:00 PM Eastern
Extended Trading
$95.71 -0.05 (-0.05%)
As of 04:10 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.

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

Current
Institutional Ownership
Percentage
72.77%
Number of
Institutional Buyers
(last 12 months)
108
Total
Institutional Inflows
(last 12 months)
$129.80M
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$104.00M
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.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2025 Squarepoint Ops LLC5,910$511K0.0%-64.9%0.041%
8/26/2025 Thrivent Financial for Lutherans8,497$735K0.0%-5.7%0.059%
8/19/2025 Pitcairn Co.4,400$381K0.0%-15.7%0.030%
8/18/2025 Rexford Capital Inc.1,480$128K0.1%N/A0.010%
8/16/2025 Public Sector Pension Investment Board50,856$4.40M0.0%+1.1%0.352%
8/15/2025 CANADA LIFE ASSURANCE Co15,523$1.34M0.0%-3.8%0.108%
8/15/2025 Tower Research Capital LLC TRC 3,417$296K0.0%+1,002.3%0.024%
8/15/2025 Two Sigma Securities LLC4,675$405K0.0%+21.9%0.032%
8/15/2025 Rafferty Asset Management LLC17,219$1.49M0.0%+29.2%0.119%
8/15/2025 Engineers Gate Manager LP6,944$601K0.0%-54.5%0.048%
8/15/2025 BNP Paribas Financial Markets5,010$434K0.0%+146.8%0.035%
8/15/2025 Bridgeway Capital Management LLC14,633$1.27M0.0%-63.6%0.101%
8/15/2025 Bank of America Corp DE61,857$5.35M0.0%+50.1%0.429%
8/15/2025 Ameriprise Financial Inc.52,022$4.50M0.0%-10.3%0.361%
8/14/2025 Jane Street Group LLC39,366$3.41M0.0%-40.7%0.273%
8/14/2025 California State Teachers Retirement System11,906$1.03M0.0%-1.1%0.083%
8/14/2025 Raymond James Financial Inc.3,837$332K0.0%+23.5%0.027%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,824$591K0.0%-6.1%0.047%
8/14/2025 Sei Investments Co.10,671$924K0.0%+4.1%0.074%
8/14/2025 NewEdge Advisors LLC1,316$114K0.0%+350.7%0.009%
8/14/2025 Qube Research & Technologies Ltd19,218$1.66M0.0%-61.2%0.133%
8/14/2025 WINTON GROUP Ltd42,116$3.65M0.2%+217.1%0.292%
8/13/2025 Jump Financial LLC14,225$1.23M0.0%+148.7%0.099%
8/13/2025 First Trust Advisors LP68,014$5.89M0.0%-2.6%0.471%
8/13/2025 Kennedy Capital Management LLC173,807$15.04M0.4%-2.0%1.204%
8/13/2025 EverSource Wealth Advisors LLC331$29K0.0%+1,224.0%0.002%
8/13/2025 Invesco Ltd.58,285$5.04M0.0%-51.3%0.404%
8/13/2025 Arrowstreet Capital Limited Partnership6,559$568K0.0%-9.4%0.045%
8/13/2025 Quantbot Technologies LP15,919$1.38M0.0%+31.6%0.110%
8/13/2025 Fisher Asset Management LLC13,579$1.18M0.0%+39.2%0.094%
8/13/2025 De Lisle Partners LLP54,679$4.73M0.7%+2.8%0.379%
8/13/2025 New York State Common Retirement Fund23,022$1.99M0.0%-31.9%0.160%
8/13/2025 Hsbc Holdings PLC146,435$12.69M0.0%-35.8%1.015%
8/13/2025 Russell 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%
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%
6/18/2025 Voya Investment Management LLC3,573$299K0.0%-11.1%0.025%
5/19/2025 Jane Street Group LLC66,428$5.56M0.0%+81.0%0.460%
5/19/2025 UBS 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%
5/16/2025 Goldman Sachs Group Inc.162,043$13.56M0.0%-34.3%1.123%
5/16/2025 Millennium Management LLC139,054$11.63M0.0%-5.9%0.964%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7,266$608K0.0%+2.9%0.050%
5/16/2025 Jacobs Levy Equity Management Inc.8,770$734K0.0%N/A0.061%
5/16/2025 Bridgeway Capital Management LLC40,238$3.37M0.1%-32.0%0.279%
5/16/2025 AQR 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%
5/16/2025 Amundi5,027$389K0.0%-16.1%0.035%
5/15/2025 Cubist Systematic Strategies LLC537$45K0.0%-96.4%0.004%
5/15/2025 Royal Bank of Canada98,890$8.27M0.0%-10.9%0.685%
5/15/2025 Trexquant Investment LP9,103$762K0.0%+28.8%0.063%
5/14/2025 Rafferty 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%
5/14/2025 Comerica Bank7,006$586K0.0%-2.3%0.049%
5/14/2025 MetLife Investment Management LLC7,153$598K0.0%-1.9%0.050%
5/14/2025 Jump Financial LLC5,720$479K0.0%-37.5%0.040%
5/14/2025 Hotchkis & Wiley Capital Management LLC144,410$12.08M0.0%-9.4%1.001%
5/14/2025 Smartleaf Asset Management LLC423$36K0.0%-24.7%0.003%
5/14/2025 AlphaQuest LLC3,400$284K0.0%+27.7%0.024%
(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 1,536,865 shares in the last 24 months. This purchase volume represents approximately $129.80M 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 1,220,756 shares in the last 24 months. This volume of shares sold represents approximately $104.00M in transactions.



This page (NASDAQ:PFBC) was last updated on 9/4/2025 by MarketBeat.com Staff
From Our Partners