Go Pro
→ Ticker Revealed: Pre-IPO Access to 'Next Elon Musk' Company (From Banyan Hill Publishing) (Ad)tc pixel Free PFBC Stock Alerts

Preferred Bank (PFBC) Institutional Ownership

Preferred Bank logo
$106.04 -0.83 (-0.78%)
Closing price 04:00 PM Eastern
Extended Trading
$106.06 +0.02 (+0.01%)
As of 07:34 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 Massive. 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)
102
Total
Institutional Inflows
(last 12 months)
$98.48M
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$201.36M
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
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Wedge 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 Company 3,105$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%
5/4/2026 Empirical 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%
4/27/2026 Y 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%
4/21/2026 Louisiana State Employees Retirement System5,000$453K0.0%N/A0.035%
4/16/2026SG Americas Securities LLC4,268$387K0.0%-28.2%0.030%
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%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
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%
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%
2/11/2026Los Angeles Capital Management LLC2,350$213K0.0%-68.5%0.016%
2/11/2026WINTON GROUP Ltd14,136$1.34M0.0%+1.1%0.098%
SPCX Warning - and Worst News for Stocks in 50 Years (Ad)

Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in 50 years - and it has nothing to do with a single stock. According to multiple Wall Street banks, a coming crisis could keep your portfolio in the red for 10 years or longer. Keith Kaplan, CEO of TradeSmith, is sharing what you can do to protect your wealth before it hits.tc pixel

Learn how to prepare your portfolio for what's coming next
2/10/2026Goldman 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%
2/10/2026Intech Investment Management LLC5,070$479K0.0%-51.4%0.035%
2/9/2026Geode Capital Management LLC361,322$34.12M0.0%-0.3%2.504%
2/9/2026Jackson Creek Investment Advisors LLC18,574$1.75M0.5%N/A0.129%
2/9/2026AlphaQuest LLC21,767$2.06M0.1%+63.8%0.151%
2/9/2026Royce & Associates LP25,200$2.38M0.0%+0.8%0.175%
2/9/2026Fisher Asset Management LLC14,817$1.40M0.0%-6.3%0.103%
2/9/2026Clearstead Advisors LLC1,072$101K0.0%+192.1%0.007%
2/6/2026LSV Asset Management4,300$406K0.0%+16.2%0.030%


PFBC Institutional Ownership - Frequently Asked Questions

During the previous two years, 206 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 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: Nuveen LLC ($428.34K), American Century Companies Inc. ($199.83K), Hsbc Holdings PLC ($111.47K), Kennedy Capital Management LLC ($99.26K), LSV Asset Management ($94.42K), Denali Advisors LLC ($88.01K), and Charles Schwab Investment Management Inc. ($82.74K).

Institutional investors have bought a total of 1,074,534 shares in the last 24 months. This purchase volume represents approximately $98.48M in transactions.

Of the 98 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), JPMorgan Chase & Co. ($155.70K), UBS Group AG ($119.91K), Hsbc Holdings PLC ($81.74K), Millennium Management LLC ($70.80K), LSV Asset Management ($62.22K), and Invesco Ltd. ($61.46K).

Institutional investors have sold a total of 2,193,428 shares in the last 24 months. This volume of shares sold represents approximately $201.36M in transactions.


Related Companies

This page (NASDAQ:PFBC) was last updated on 7/21/2026 by MarketBeat.com Staff.
From Our Partners
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
BofA: Digital Dollar Coming 2025-2030
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Elon’s new "tollbooth"
The SpaceX IPO was valued at $1.75 trillion. But one analyst says fighting over those shares may be the wrong ...
Weiss Ratings | Sponsoredtc pixel