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 |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,210
shares
|
$117,382
0.0% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,194
shares
|
$115,829
0.01% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
999
shares
|
$96,912
0.06% of portfolio
|
Q3 2024
Reduced 34.41%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
914
shares
|
$88,667
0.0% of portfolio
|
Q4 2024
Added 46.24%
|
|
|
Copeland Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
845
shares
|
$81,973
0.0% of portfolio
|
Q2 2025
Added 16.23%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
805
shares
|
$78,093
0.0% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
663
shares
|
$64,317
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
587
shares
|
$56,944
0.0% of portfolio
|
Q4 2024
Added 19.08%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
577
shares
|
$55,974
0.03% of portfolio
|
Q2 2022
Added 44.61%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
553
shares
|
$53,646
0.0% of portfolio
|
Q1 2025
Reduced 72.01%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
May 15, 2025 Q1 2025 |
537
shares
|
$52,094
0.0% of portfolio
|
Q1 2025
Reduced 96.39%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
537
shares
|
$52,094
0.0% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
493
shares
|
$47,825
0.0% of portfolio
|
Q2 2025
Added 11.79%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
423
shares
|
$41,035
0.0% of portfolio
|
Q1 2025
Reduced 24.73%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
310
shares
|
$30,073
0.0% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
302
shares
|
$29,297
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
292
shares
|
$28,326
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
237
shares
|
$22,991
0.0% of portfolio
|
Q4 2024
Added 9.72%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
198
shares
|
$19,207
0.0% of portfolio
|
Q2 2025
Added 67.8%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
189
shares
|
$18,334
0.0% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
189
shares
|
$18,334
0.0% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
169
shares
|
$16,394
0.0% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
123
shares
|
$11,932
0.0% of portfolio
|
Q2 2025
Reduced 16.33%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
119
shares
|
$11,544
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
98
shares
|
$9,506
0.0% of portfolio
|
Q3 2024
Reduced 69.28%
|