Institutional Ownership Preferred Bank (PFBC)
This table provides information about the institutional ownership of Preferred Bank (PFBC). We have compiled data on the 221 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.09 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
|
$125 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
1,150,614
shares
|
$109 Million
0.06% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
886,648
shares
|
$83.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
610,263
shares
|
$57.7 Million
0.0% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
608,249
shares
|
$57.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Boston Partners
Boston, MA |
Aug 07, 2025 Q2 2025 |
532,085
shares
|
$50.3 Million
0.06% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
485,683
shares
|
$45.9 Million
0.01% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
468,759
shares
|
$44.3 Million
0.01% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
372,081
shares
|
$35.2 Million
0.0% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
344,099
shares
|
$32.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.08%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
291,858
shares
|
$27.6 Million
0.01% of portfolio
|
Q2 2025
Added 13.54%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
215,771
shares
|
$20.4 Million
0.0% of portfolio
|
Q2 2025
Added 18.53%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
180,649
shares
|
$17.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
178,214
shares
|
$16.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.4%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Aug 13, 2025 Q2 2025 |
173,807
shares
|
$16.4 Million
0.38% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
158,253
shares
|
$15 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
149,900
shares
|
$14.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
147,150
shares
|
$13.9 Million
0.04% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
146,769
shares
|
$13.9 Million
0.01% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
146,435
shares
|
$13.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 35.82%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Aug 05, 2025 Q2 2025 |
127,541
shares
|
$12.1 Million
1.59% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
May 01, 2025 Q1 2025 |
110,921
shares
|
$10.5 Million
1.87% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
103,094
shares
|
$9.74 Million
0.02% of portfolio
|
Q2 2025
Added 101.64%
|
|
|
Smith, Graham & Co., Investment Advisors, LP
|
Jan 29, 2024 Q4 2023 |
89,276
shares
|
$8.44 Million
0.75% of portfolio
|
Q4 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
84,619
shares
|
$8 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.43%
|