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 |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
546
shares
|
$49,817
0.0% of portfolio
|
Q4 2025
Added 6.64%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
523
shares
|
$47,718
0.01% of portfolio
|
Q3 2025
Added 1992.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
463
shares
|
$42,244
0.0% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
378
shares
|
$34,488
0.0% of portfolio
|
Q3 2025
Added 2807.69%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
367
shares
|
$33,485
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
346
shares
|
$31,569
0.0% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
274
shares
|
$24,999
0.0% of portfolio
|
Q3 2025
Reduced 9.27%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
215
shares
|
$19,616
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
198
shares
|
$18,065
0.0% of portfolio
|
Q2 2025
Added 67.8%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
194
shares
|
$17,700
0.0% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 14, 2025 Q3 2025 |
194
shares
|
$17,700
0.0% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
168
shares
|
$15,328
0.0% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
154
shares
|
$14,050
0.0% of portfolio
|
Q3 2025
Added 120.0%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
131
shares
|
$11,952
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
130
shares
|
$11,861
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
128
shares
|
$11,678
0.0% of portfolio
|
Q3 2025
Added 34.74%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
125
shares
|
$11,405
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
123
shares
|
$11,222
0.0% of portfolio
|
Q2 2025
Reduced 16.33%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
120
shares
|
$10,948
0.0% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
119
shares
|
$10,857
0.0% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
98
shares
|
$8,941
0.0% of portfolio
|
Q3 2024
Reduced 69.28%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
90
shares
|
$8,211
0.0% of portfolio
|
Q3 2025
Reduced 33.82%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
77
shares
|
$7,025
0.0% of portfolio
|
Q3 2025
Reduced 60.71%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
46
shares
|
$4,197
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
42
shares
|
$3,832
0.0% of portfolio
|
Q3 2025
Added 366.67%
|
|