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 |
|---|---|---|---|---|---|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
326
shares
|
$30,813
0.0% of portfolio
|
Q2 2025
Reduced 50.83%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
302
shares
|
$28,545
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
301
shares
|
$28,450
0.0% of portfolio
|
Q2 2025
Reduced 45.57%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
255
shares
|
$24,102
0.0% of portfolio
|
Q2 2025
Reduced 52.51%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
198
shares
|
$18,714
0.0% of portfolio
|
Q2 2025
Added 67.8%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
196
shares
|
$18,525
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
191
shares
|
$18,053
0.0% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
189
shares
|
$17,864
0.0% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
169
shares
|
$15,973
0.0% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
159
shares
|
$15,028
0.0% of portfolio
|
Q2 2025
Reduced 98.43%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
136
shares
|
$12,854
0.01% of portfolio
|
Q2 2025
Added 1411.11%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
123
shares
|
$11,625
0.0% of portfolio
|
Q2 2025
Reduced 16.33%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
119
shares
|
$11,247
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
119
shares
|
$11,247
0.0% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
98
shares
|
$9,262
0.0% of portfolio
|
Q3 2024
Reduced 69.28%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
95
shares
|
$8,979
0.0% of portfolio
|
Q2 2024
Reduced 9.52%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
70
shares
|
$6,616
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
30
shares
|
$2,835
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
30
shares
|
$2,835
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
25
shares
|
$2,363
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
25
shares
|
$2,363
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
22
shares
|
$2,079
0.0% of portfolio
|
Q1 2025
Reduced 80.7%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
22
shares
|
$2,079
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
21
shares
|
$1,984
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
18
shares
|
$1,701
0.0% of portfolio
|
Q4 2024
Reduced 5.26%
|