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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
2,850
shares
|
$269,382
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Aug 08, 2025 Q2 2025 |
2,831
shares
|
$267,586
0.0% of portfolio
|
Q2 2025
Added 12.48%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Aug 07, 2025 Q2 2025 |
2,714
shares
|
$256,527
0.0% of portfolio
|
Q4 2024
Added 36.93%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
2,678
shares
|
$253,124
0.0% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Oregon Public Employees Retirement Fund
|
Jul 25, 2025 Q2 2025 |
2,622
shares
|
$247,831
0.0% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,613
shares
|
$246,980
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
2,580
shares
|
$243,861
0.0% of portfolio
|
Q2 2025
Reduced 20.44%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Aug 06, 2025 Q2 2025 |
2,500
shares
|
$236,300
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,456
shares
|
$232,141
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,386
shares
|
$225,524
0.0% of portfolio
|
Q2 2025
Reduced 14.14%
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Aug 05, 2025 Q2 2025 |
2,338
shares
|
$220,987
0.25% of portfolio
|
Q2 2025
Reduced 17.73%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,772
shares
|
$167,489
0.0% of portfolio
|
Q2 2024
Added 3.99%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Aug 15, 2025 Q2 2025 |
1,480
shares
|
$139,889
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
1,331
shares
|
$125,806
0.0% of portfolio
|
Q3 2023
Added 23.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,316
shares
|
$124,388
0.0% of portfolio
|
Q2 2025
Added 350.68%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,245
shares
|
$117,677
0.01% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,154
shares
|
$109,076
0.0% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Copeland Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
845
shares
|
$79,869
0.0% of portfolio
|
Q2 2025
Added 16.23%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
805
shares
|
$76,088
0.0% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
603
shares
|
$56,995
0.0% of portfolio
|
Q2 2025
Reduced 7.94%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
577
shares
|
$54,538
0.03% of portfolio
|
Q2 2022
Added 44.61%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
493
shares
|
$46,598
0.0% of portfolio
|
Q2 2025
Added 11.79%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
428
shares
|
$40,454
0.0% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
367
shares
|
$34,688
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
331
shares
|
$31,286
0.0% of portfolio
|
Q2 2025
Added 1224.0%
|