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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
95
shares
|
$9,215
0.0% of portfolio
|
Q2 2024
Reduced 9.52%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
93
shares
|
$9,021
0.0% of portfolio
|
Q1 2025
Added 10.71%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
87
shares
|
$8,439
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
85
shares
|
$8,245
0.0% of portfolio
|
Q1 2025
Added 325.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
30
shares
|
$2,910
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
25
shares
|
$2,425
0.0% of portfolio
|
Q1 2025
Reduced 21.88%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
25
shares
|
$2,425
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
22
shares
|
$2,134
0.0% of portfolio
|
Q1 2025
Reduced 80.7%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
21
shares
|
$2,037
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
20
shares
|
$1,940
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
19
shares
|
$1,843
0.0% of portfolio
|
Q3 2023
Reduced 55.81%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
18
shares
|
$1,746
0.0% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
17
shares
|
$1,649
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
14
shares
|
$1,358
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
13
shares
|
$1,261
0.0% of portfolio
|
Q1 2025
Reduced 92.31%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
13
shares
|
$1,261
0.0% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
11
shares
|
$1,067
0.0% of portfolio
|
Q3 2024
Reduced 54.17%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
9
shares
|
$873
0.0% of portfolio
|
Q3 2022
Reduced 93.62%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
9
shares
|
$873
0.0% of portfolio
|
Q1 2025
Reduced 68.97%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
7
shares
|
$679
0.0% of portfolio
|
Q2 2025
Reduced 61.11%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
6
shares
|
$582
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
4
shares
|
$388
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
4
shares
|
$388
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2
shares
|
$194
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2
shares
|
$194
0.0% of portfolio
|
Q4 2024
New holding
|