Institutional Ownership Preferred Bank (PFBC)
This table provides information about the institutional ownership of Preferred Bank (PFBC). We have compiled data on the 233 institutions that hold shares in the stock, with a total of 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.11 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
|
$129 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
May 14, 2025 Q1 2025 |
1,148,984
shares
|
$111 Million
0.06% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
890,350
shares
|
$86.4 Million
0.0% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
633,671
shares
|
$61.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
599,897
shares
|
$58.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Boston Partners
Boston, MA |
May 12, 2025 Q1 2025 |
525,122
shares
|
$50.9 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
475,025
shares
|
$46.1 Million
0.01% of portfolio
|
Q1 2025
Added 9.3%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
468,759
shares
|
$45.5 Million
0.01% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
410,030
shares
|
$39.8 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
367,185
shares
|
$35.6 Million
0.0% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
257,062
shares
|
$24.9 Million
0.01% of portfolio
|
Q1 2025
Added 28.77%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
228,176
shares
|
$22.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.62%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
205,789
shares
|
$20 Million
0.0% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
182,036
shares
|
$17.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
180,649
shares
|
$17.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
May 13, 2025 Q1 2025 |
177,399
shares
|
$17.2 Million
0.37% of portfolio
|
Q1 2025
Added 96.63%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
170,047
shares
|
$16.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
162,043
shares
|
$15.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.29%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
144,410
shares
|
$14 Million
0.04% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
139,054
shares
|
$13.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Phocas Financial Corp.
Alameda, CA |
May 08, 2025 Q1 2025 |
127,522
shares
|
$12.4 Million
1.64% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
119,747
shares
|
$11.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
May 01, 2025 Q1 2025 |
110,921
shares
|
$10.8 Million
1.87% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
98,890
shares
|
$9.59 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.95%
|
|
|
Smith, Graham & Co., Investment Advisors, LP
|
Jan 29, 2024 Q4 2023 |
89,276
shares
|
$8.66 Million
0.75% of portfolio
|
Q4 2023
New holding
|