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Preferred Bank (PFBC) Institutional Ownership

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$102.43 -1.10 (-1.06%)
As of 04:00 PM Eastern

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

Current
Institutional Ownership
Percentage
72.77%
Number of
Institutional Buyers
(last 12 months)
92
Total
Institutional Inflows
(last 12 months)
$234.14M
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$162.81M
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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
8/27/2026 Corient Private Wealth LP8,229$874K0.0%N/A0.057%
8/24/2026 California State Teachers Retirement System1,310,823$139.29M0.0%+12,309.6%9.084%
8/21/2026 Nykredit A S964$102K0.0%N/A0.007%
8/18/2026 Public Employees Retirement System of Ohio232$25K0.0%N/A0.002%
8/13/2026 Globeflex Capital L P7,510$798K0.1%N/A0.052%
8/10/2026 Great Lakes Advisors LLC1,890$201K0.0%N/A0.013%
8/6/2026 Bank of New York Mellon Corp116,241$12.35M0.0%N/A0.806%
7/10/2026 Wedge Capital Management L L P NC9,586$1.02M0.0%-3.7%0.066%
6/16/2026 Empowered Funds LLC2,837$257K0.0%N/A0.020%
6/3/2026 NewEdge Advisors LLC4,773$433K0.0%-14.2%0.033%
5/19/2026 Bank of America Corp DE36,147$3.28M0.0%+23.0%0.250%
5/18/2026 Royal Bank of Canada8,918$809K0.0%-73.4%0.062%
5/18/2026 Empowered Funds LLC2,837$257K0.0%N/A0.020%
5/16/2026 The Manufacturers Life Insurance Company3,105$282K0.0%-37.4%0.022%
5/16/2026 Infrastructure Capital Advisors LLC5,513$500K0.0%+15.6%0.038%
5/16/2026 Quantinno Capital Management LP5,139$466K0.0%+35.3%0.036%
5/14/2026 Renaissance Technologies LLC29,855$2.71M0.0%-40.0%0.207%
5/14/2026 Sei Investments Co.21,975$1.99M0.0%+46.0%0.152%
5/13/2026 NewEdge Wealth LLC9,961$903K0.0%+4.8%0.069%
5/13/2026 First Trust Advisors LP56,129$5.09M0.0%+9.8%0.389%
5/7/2026 Dimensional Fund Advisors LP579,154$52.52M0.0%-1.2%4.014%
5/6/2026 Allspring Global Investments Holdings LLC6,596$598K0.0%+11.3%0.046%
5/5/2026 Kestrel Investment Management Corp39,750$3.61M2.2%-0.7%0.275%
5/5/2026 Bank of New York Mellon Corp120,102$10.89M0.0%-3.3%0.832%
5/5/2026 Illinois Municipal Retirement Fund5,776$524K0.0%-5.7%0.040%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management8,510$772K0.0%+29.3%0.059%
5/4/2026 Principal Financial Group Inc.77,406$7.02M0.0%+10.6%0.536%
5/1/2026 Fifth Third Bancorp6,483$588K0.0%+5,004.7%0.045%
4/30/2026 Hsbc Holdings PLC171,757$15.61M0.0%+18.8%1.190%
4/27/2026 New York State Teachers Retirement System1,213$110K0.0%-89.1%0.008%
4/27/2026 Y Intercept Hong Kong Ltd20,539$1.86M0.0%+86.8%0.142%
4/27/2026 Elevation Point Wealth Partners LLC3,437$312K0.0%N/A0.024%
4/22/2026 Sterling Capital Management LLC3,199$290K0.0%-37.3%0.022%
4/21/2026 Louisiana State Employees Retirement System5,000$453K0.0%N/A0.035%
4/16/2026 SG Americas Securities LLC4,268$387K0.0%-28.2%0.030%
3/20/2026 Hsbc Holdings PLC144,588$13.96M0.0%+24.3%1.002%
3/6/2026 Hsbc Holdings PLC144,588$13.96M0.0%+24.3%1.002%
2/24/2026DGS Capital Management LLC2,624$248K0.0%N/A0.018%
2/23/2026 Virtu Financial LLC12,345$1.17M0.0%N/A0.086%
2/19/2026 T. Rowe Price Investment Management Inc.1,045,682$98.74M0.1%-8.2%7.247%
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2/19/2026 Invesco Ltd.101,932$9.63M0.0%+38.7%0.706%
2/18/2026 State of Tennessee Department of Treasury3,021$285K0.0%-7.3%0.021%
2/18/2026 NewEdge Advisors LLC5,562$525K0.0%+60.6%0.039%
2/18/2026 Voloridge Investment Management LLC28,942$2.73M0.0%-30.4%0.201%
2/18/2026 Tudor Investment Corp ET AL25,845$2.44M0.0%-7.4%0.179%
2/18/2026 Susquehanna Fundamental Investments LLC10,675$1.01M0.0%N/A0.074%
2/18/2026 Quadrature Capital Ltd7,529$711K0.0%+54.4%0.052%
2/18/2026 Numerai GP LLC2,278$215K0.0%-90.3%0.016%
2/18/2026 Millennium Management LLC75,972$7.17M0.0%-45.5%0.526%
2/18/2026 Engineers Gate Manager LP3,880$366K0.0%-65.4%0.027%
2/18/2026 Azora Capital LP32,882$3.11M0.2%N/A0.228%
2/18/2026 Bridgeway Capital Management LLC14,176$1.34M0.0%-6.6%0.098%
2/17/2026 Guggenheim Capital LLC4,623$437K0.0%N/A0.032%
2/17/2026 AQR Capital Management LLC27,134$2.56M0.0%-12.8%0.188%
2/17/2026 Trexquant Investment LP38,750$3.66M0.0%+572.5%0.269%
2/17/2026 iSAM Funds UK Ltd2,185$206K0.1%N/A0.015%
2/17/2026 Jump Financial LLC4,720$446K0.0%-35.7%0.033%
2/17/2026 T. Rowe Price Investment Management Inc.399,434$37.72M0.0%-64.9%2.768%
2/17/2026 Weiss Asset Management LP3,879$366K0.0%N/A0.027%
2/17/2026 California State Teachers Retirement System10,651$1.01M0.0%-10.5%0.074%
2/17/2026 Russell Investments Group Ltd.13,557$1.28M0.0%-3.6%0.094%
2/17/2026 Kemnay Advisory Services Inc.961$91K0.0%N/A0.007%
2/17/2026 Royal Bank of Canada33,539$3.17M0.0%-37.5%0.232%
2/17/2026 Maltese Capital Management LLC64,788$6.12M1.1%-10.6%0.449%
2/16/2026 Squarepoint Ops LLC16,227$1.53M0.0%+93.7%0.112%
2/16/2026 Kennedy Capital Management LLC199,419$18.83M0.4%+19.9%1.382%
2/16/2026 Barclays PLC22,131$2.09M0.0%+24.9%0.153%
2/13/2026 Marshall Wace LLP33,569$3.17M0.0%+1,143.3%0.233%
2/13/2026 The Manufacturers Life Insurance Company 4,962$469K0.0%-7.1%0.034%
2/13/2026 CANADA LIFE ASSURANCE Co10,905$1.03M0.0%-32.5%0.076%
2/13/2026 Segall Bryant & Hamill LLC23,290$2.20M0.0%N/A0.161%
2/13/2026 Public Sector Pension Investment Board55,757$5.27M0.0%-1.1%0.386%
2/13/2026 Rafferty Asset Management LLC10,187$962K0.0%-24.9%0.071%
2/13/2026 First Trust Advisors LP51,138$4.83M0.0%-17.8%0.354%
2/13/2026 Charles Schwab Investment Management Inc.494,827$46.73M0.0%+3.4%3.429%
2/13/2026 Police & Firemen s Retirement System of New Jersey3,058$289K0.0%-11.2%0.021%
2/13/2026 State Street Corp541,218$51.11M0.0%-2.4%3.751%
2/13/2026 Boston Partners492,907$46.63M0.0%-6.7%3.416%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC20,314$1.92M0.0%+10.6%0.141%
2/13/2026 Wells Fargo & Company MN13,443$1.27M0.0%+45.5%0.093%
2/12/2026 Advisors Asset Management Inc.1,406$133K0.0%-51.9%0.010%
2/12/2026 Jane Street Group LLC23,772$2.25M0.0%-22.9%0.165%
2/12/2026 HRT Financial LP22,531$2.13M0.0%+17.3%0.156%
2/12/2026 Renaissance Technologies LLC49,755$4.70M0.0%-33.3%0.345%
2/12/2026 Dimensional Fund Advisors LP586,349$55.37M0.0%-2.4%4.063%
2/12/2026 Federated Hermes Inc.36,803$3.48M0.0%+22.9%0.255%
2/12/2026 Ensign Peak Advisors Inc1,293$122K0.0%-66.4%0.009%
2/12/2026 New York State Common Retirement Fund34,972$3.30M0.0%+11.7%0.242%
2/12/2026 Swiss National Bank23,189$2.19M0.0%+1.3%0.161%
2/12/2026 Nuveen LLC356,065$33.62M0.0%+5.4%2.468%
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2/11/2026 Deutsche Bank AG11,008$1.04M0.0%+4.8%0.076%
2/11/2026 Franklin Resources Inc.30,943$2.92M0.0%+3.1%0.214%
2/11/2026Brandywine Global Investment Management LLC31,073$2.93M0.0%-3.7%0.215%
2/11/2026 O Shaughnessy Asset Management LLC6,354$600K0.0%+104.6%0.044%
2/11/2026 JPMorgan Chase & Co.45,528$4.30M0.0%+4.7%0.316%
2/11/2026 Los Angeles Capital Management LLC2,350$213K0.0%-68.5%0.016%
2/11/2026 WINTON GROUP Ltd14,136$1.34M0.0%+1.1%0.098%
2/10/2026 Goldman Sachs Group Inc.206,622$19.51M0.0%+19.1%1.432%
2/10/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS2,808$265K0.0%-4.2%0.019%
2/10/2026 Intech Investment Management LLC5,070$479K0.0%-51.4%0.035%


PFBC Institutional Ownership - Frequently Asked Questions

During the previous two years, 207 institutional investors and hedge funds held shares of Preferred Bank. The most heavily invested institutionals were California State Teachers Retirement System ($139.29M), T. Rowe Price Investment Management Inc. ($98.74M), Vanguard Group Inc. ($79.12M), Dimensional Fund Advisors LP ($52.52M), State Street Corp ($51.11M), Charles Schwab Investment Management Inc. ($46.73M), and Boston Partners ($46.63M).Learn more on Preferred Bank's institutional investors.

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

Of the 158 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: California State Teachers Retirement System ($1.30M), Nuveen LLC ($428.34K), American Century Companies Inc. ($199.83K), Bank of New York Mellon Corp ($116.24K), Hsbc Holdings PLC ($111.47K), Kennedy Capital Management LLC ($99.26K), and Denali Advisors LLC ($84.71K).

Institutional investors have bought a total of 2,315,039 shares in the last 24 months. This purchase volume represents approximately $234.14M in transactions.

Of the 85 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: T. Rowe Price Investment Management Inc. ($833.16K), UBS Group AG ($119.91K), Millennium Management LLC ($70.80K), Numerai GP LLC ($55.66K), Citadel Advisors LLC ($54.95K), LSV Asset Management ($49.84K), and Vanguard Group Inc. ($48.75K).

Institutional investors have sold a total of 1,747,929 shares in the last 24 months. This volume of shares sold represents approximately $162.81M in transactions.



Institutional ownership data for NASDAQ:PFBC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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