Institutional Ownership Preferred Bank (PFBC)
This table provides information about the institutional ownership of Preferred Bank (PFBC). We have compiled data on the 223 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,325,261
shares
|
$121 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
1,139,137
shares
|
$104 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
869,631
shares
|
$79.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
601,046
shares
|
$54.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
554,790
shares
|
$50.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
528,526
shares
|
$48.2 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
478,479
shares
|
$43.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
468,759
shares
|
$42.8 Million
0.01% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
362,333
shares
|
$33.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
337,804
shares
|
$30.8 Million
0.02% of portfolio
|
Q3 2025
Added 15.74%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
337,756
shares
|
$30.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
239,904
shares
|
$21.9 Million
0.0% of portfolio
|
Q3 2025
Added 11.18%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
173,498
shares
|
$15.8 Million
0.0% of portfolio
|
Q3 2025
Added 15.74%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 13, 2025 Q3 2025 |
166,262
shares
|
$15.2 Million
0.36% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
153,447
shares
|
$14 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
139,373
shares
|
$12.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
138,345
shares
|
$12.6 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.98%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Nov 12, 2025 Q3 2025 |
130,190
shares
|
$11.9 Million
1.53% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
Nov 13, 2025 Q3 2025 |
118,221
shares
|
$10.8 Million
2.12% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
116,320
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 20.57%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
105,283
shares
|
$9.61 Million
0.02% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Smith, Graham & Co., Investment Advisors, LP
|
Jan 29, 2024 Q4 2023 |
89,276
shares
|
$8.15 Million
0.75% of portfolio
|
Q4 2023
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
83,283
shares
|
$7.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 53.27%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
80,861
shares
|
$7.38 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
74,636
shares
|
$6.81 Million
0.01% of portfolio
|
Q3 2025
Added 288.37%
|
|