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 |
|---|---|---|---|---|---|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
40
shares
|
$3,649
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
30
shares
|
$2,737
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
30
shares
|
$2,737
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
28
shares
|
$2,554
0.0% of portfolio
|
Q3 2025
Reduced 89.02%
|
|
|
Point72 Europe (London) LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
23
shares
|
$2,098
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
20
shares
|
$1,824
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
18
shares
|
$1,642
0.0% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
17
shares
|
$1,551
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
17
shares
|
$1,551
0.0% of portfolio
|
Q3 2025
Added 240.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
15
shares
|
$1,368
0.0% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
13
shares
|
$1,186
0.0% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
9
shares
|
$821
0.0% of portfolio
|
Q3 2025
Added 28.57%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
9
shares
|
$821
0.0% of portfolio
|
Q2 2025
Reduced 90.32%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
9
shares
|
$821
0.0% of portfolio
|
Q3 2022
Reduced 93.62%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
7
shares
|
$638
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
5
shares
|
$456
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
4
shares
|
$364
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
4
shares
|
$364
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2
shares
|
$182
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
1
shares
|
$91
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
1
shares
|
$91
0.0% of portfolio
|
Q1 2025
Reduced 83.33%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|