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Preferred Bank (PFBC) Institutional Ownership

Preferred Bank logo
$101.29 -1.27 (-1.24%)
As of 09:43 AM 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)
93
Total
Institutional Inflows
(last 12 months)
$96.60M
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$162.68M
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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
9/9/2026Sequoia Financial Advisors LLC3,004$319K0.0%-5.7%0.021%
9/9/2026Engineers Gate Manager LP4,490$477K0.0%N/A0.031%
9/9/2026Integrated Wealth Concepts LLC513$55K0.0%N/A0.004%
9/9/2026Squarepoint Ops LLC12,898$1.37M0.0%-3.9%0.089%
9/8/2026Allworth Financial LP4,200$446K0.0%+4.1%0.029%
9/8/2026Nykredit A S964$102K0.0%N/A0.007%
8/27/2026Corient Private Wealth LP8,229$874K0.0%N/A0.057%
8/21/2026Nykredit A S964$102K0.0%N/A0.007%
8/18/2026Public Employees Retirement System of Ohio232$25K0.0%N/A0.002%
8/13/2026Globeflex Capital L P7,510$798K0.1%N/A0.052%
8/10/2026Great Lakes Advisors LLC1,890$201K0.0%N/A0.013%
8/6/2026Bank of New York Mellon Corp116,241$12.35M0.0%N/A0.806%
7/10/2026Wedge Capital Management L L P NC9,586$1.02M0.0%-3.7%0.066%
6/16/2026Empowered Funds LLC2,837$257K0.0%N/A0.020%
6/3/2026NewEdge Advisors LLC4,773$433K0.0%-14.2%0.033%
5/19/2026Bank of America Corp DE36,147$3.28M0.0%+23.0%0.250%
5/18/2026Royal Bank of Canada8,918$809K0.0%-73.4%0.062%
5/18/2026Empowered Funds LLC2,837$257K0.0%N/A0.020%
5/16/2026The Manufacturers Life Insurance Company3,105$282K0.0%-37.4%0.022%
5/16/2026Infrastructure Capital Advisors LLC5,513$500K0.0%+15.6%0.038%
5/16/2026Quantinno Capital Management LP5,139$466K0.0%+35.3%0.036%
5/14/2026Renaissance Technologies LLC29,855$2.71M0.0%-40.0%0.207%
5/14/2026Sei Investments Co.21,975$1.99M0.0%+46.0%0.152%
5/13/2026NewEdge Wealth LLC9,961$903K0.0%+4.8%0.069%
5/13/2026First Trust Advisors LP56,129$5.09M0.0%+9.8%0.389%
5/7/2026Dimensional Fund Advisors LP579,154$52.52M0.0%-1.2%4.014%
5/6/2026Allspring Global Investments Holdings LLC6,596$598K0.0%+11.3%0.046%
5/5/2026Kestrel Investment Management Corp39,750$3.61M2.2%-0.7%0.275%
5/5/2026Bank of New York Mellon Corp120,102$10.89M0.0%-3.3%0.832%
5/5/2026Illinois Municipal Retirement Fund5,776$524K0.0%-5.7%0.040%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management8,510$772K0.0%+29.3%0.059%
5/4/2026Principal Financial Group Inc.77,406$7.02M0.0%+10.6%0.536%
5/1/2026Fifth Third Bancorp6,483$588K0.0%+5,004.7%0.045%
4/30/2026Hsbc Holdings PLC171,757$15.61M0.0%+18.8%1.190%
4/27/2026New York State Teachers Retirement System1,213$110K0.0%-89.1%0.008%
4/27/2026Y Intercept Hong Kong Ltd20,539$1.86M0.0%+86.8%0.142%
4/27/2026Elevation Point Wealth Partners LLC3,437$312K0.0%N/A0.024%
4/22/2026Sterling Capital Management LLC3,199$290K0.0%-37.3%0.022%
4/21/2026Louisiana State Employees Retirement System5,000$453K0.0%N/A0.035%
4/16/2026SG Americas Securities LLC4,268$387K0.0%-28.2%0.030%
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3/20/2026Hsbc Holdings PLC144,588$13.96M0.0%+24.3%1.002%
3/6/2026Hsbc Holdings PLC144,588$13.96M0.0%+24.3%1.002%
2/24/2026DGS Capital Management LLC2,624$248K0.0%N/A0.018%
2/23/2026Virtu Financial LLC12,345$1.17M0.0%N/A0.086%
2/19/2026T. Rowe Price Investment Management Inc.1,045,682$98.74M0.1%-8.2%7.247%
2/19/2026Invesco Ltd.101,932$9.63M0.0%+38.7%0.706%
2/18/2026State of Tennessee Department of Treasury3,021$285K0.0%-7.3%0.021%
2/18/2026NewEdge Advisors LLC5,562$525K0.0%+60.6%0.039%
2/18/2026Voloridge Investment Management LLC28,942$2.73M0.0%-30.4%0.201%
2/18/2026Tudor Investment Corp ET AL25,845$2.44M0.0%-7.4%0.179%
2/18/2026Susquehanna Fundamental Investments LLC10,675$1.01M0.0%N/A0.074%
2/18/2026Quadrature Capital Ltd7,529$711K0.0%+54.4%0.052%
2/18/2026Numerai GP LLC2,278$215K0.0%-90.3%0.016%
2/18/2026Millennium Management LLC75,972$7.17M0.0%-45.5%0.526%
2/18/2026Engineers Gate Manager LP3,880$366K0.0%-65.4%0.027%
2/18/2026Azora Capital LP32,882$3.11M0.2%N/A0.228%
2/18/2026Bridgeway Capital Management LLC14,176$1.34M0.0%-6.6%0.098%
2/17/2026Guggenheim Capital LLC4,623$437K0.0%N/A0.032%
2/17/2026AQR Capital Management LLC27,134$2.56M0.0%-12.8%0.188%
2/17/2026Trexquant Investment LP38,750$3.66M0.0%+572.5%0.269%
2/17/2026iSAM Funds UK Ltd2,185$206K0.1%N/A0.015%
2/17/2026Jump Financial LLC4,720$446K0.0%-35.7%0.033%
2/17/2026T. Rowe Price Investment Management Inc.399,434$37.72M0.0%-64.9%2.768%
2/17/2026Weiss Asset Management LP3,879$366K0.0%N/A0.027%
2/17/2026California State Teachers Retirement System10,651$1.01M0.0%-10.5%0.074%
2/17/2026Russell Investments Group Ltd.13,557$1.28M0.0%-3.6%0.094%
2/17/2026Kemnay Advisory Services Inc.961$91K0.0%N/A0.007%
2/17/2026Royal Bank of Canada33,539$3.17M0.0%-37.5%0.232%
2/17/2026Maltese Capital Management LLC64,788$6.12M1.1%-10.6%0.449%
2/16/2026Squarepoint Ops LLC16,227$1.53M0.0%+93.7%0.112%
2/16/2026Kennedy Capital Management LLC199,419$18.83M0.4%+19.9%1.382%
2/16/2026Barclays PLC22,131$2.09M0.0%+24.9%0.153%
2/13/2026Marshall Wace LLP33,569$3.17M0.0%+1,143.3%0.233%
2/13/2026The Manufacturers Life Insurance Company 4,962$469K0.0%-7.1%0.034%
2/13/2026CANADA LIFE ASSURANCE Co10,905$1.03M0.0%-32.5%0.076%
2/13/2026Segall Bryant & Hamill LLC23,290$2.20M0.0%N/A0.161%
2/13/2026Public Sector Pension Investment Board55,757$5.27M0.0%-1.1%0.386%
2/13/2026Rafferty Asset Management LLC10,187$962K0.0%-24.9%0.071%
2/13/2026First Trust Advisors LP51,138$4.83M0.0%-17.8%0.354%
2/13/2026Charles Schwab Investment Management Inc.494,827$46.73M0.0%+3.4%3.429%
2/13/2026Police & Firemen s Retirement System of New Jersey3,058$289K0.0%-11.2%0.021%
2/13/2026State Street Corp541,218$51.11M0.0%-2.4%3.751%
2/13/2026Boston Partners492,907$46.63M0.0%-6.7%3.416%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC20,314$1.92M0.0%+10.6%0.141%
2/13/2026Wells Fargo & Company MN13,443$1.27M0.0%+45.5%0.093%
2/12/2026Advisors Asset Management Inc.1,406$133K0.0%-51.9%0.010%
2/12/2026Jane Street Group LLC23,772$2.25M0.0%-22.9%0.165%
2/12/2026HRT Financial LP22,531$2.13M0.0%+17.3%0.156%
2/12/2026Renaissance Technologies LLC49,755$4.70M0.0%-33.3%0.345%
2/12/2026Dimensional Fund Advisors LP586,349$55.37M0.0%-2.4%4.063%
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2/12/2026Federated Hermes Inc.36,803$3.48M0.0%+22.9%0.255%
2/12/2026Ensign Peak Advisors Inc1,293$122K0.0%-66.4%0.009%
2/12/2026New York State Common Retirement Fund34,972$3.30M0.0%+11.7%0.242%
2/12/2026Swiss National Bank23,189$2.19M0.0%+1.3%0.161%
2/12/2026Nuveen LLC356,065$33.62M0.0%+5.4%2.468%
2/11/2026Deutsche Bank AG11,008$1.04M0.0%+4.8%0.076%
2/11/2026Franklin 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%
2/11/2026O Shaughnessy Asset Management LLC6,354$600K0.0%+104.6%0.044%
2/11/2026JPMorgan Chase & Co.45,528$4.30M0.0%+4.7%0.316%


PFBC Institutional Ownership - Frequently Asked Questions

During the previous two years, 208 institutional investors and hedge funds held shares of Preferred Bank. The most heavily invested institutionals were 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), Boston Partners ($46.63M), and Nuveen Asset Management LLC ($40.49M).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 159 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 ($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), Denali Advisors LLC ($84.71K), and Charles Schwab Investment Management Inc. ($82.74K).

Institutional investors have bought a total of 1,020,658 shares in the last 24 months. This purchase volume represents approximately $96.60M 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 1,746,357 shares in the last 24 months. This volume of shares sold represents approximately $162.68M in transactions.


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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 9/9/2026. New 13F filings are added each quarter as they're published.
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