SEI INVESTMENTS CO

Position in PFBC — Preferred Bank

CIK 350894 OAKS, PA

Position in PFBC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,535,243

-$457,668 QoQ

Shares Held

14,448

-34.3% QoQ

Ownership

0.122%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#66

of 228 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SEI INVESTMENTS CO holds $2,352,410,031 across 204 Banks - Regional names. PFBC ranks #110 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HDB	Hdfc Bank Ltd	6,155,919	$159,007,387
2	WBS	Webster Financial Corp	1,560,544	$119,256,771
3	BAP	Credicorp Ltd	301,851	$117,595,112
4	WTFC	Wintrust Financial Corp	721,897	$116,023,285
5	FITB	Fifth Third Bancorp	2,010,565	$113,335,548
6	USB	US Bancorp De	1,729,005	$104,431,901
7	EWBC	East West Bancorp Inc	803,525	$103,727,041
8	NU	Nu Holdings Ltd.	7,150,182	$95,526,430

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,535,243	14,448	-34.3%	Shares	Sole	2026-08-14
2026-03-31	$1,992,911	21,975	+46.0%	Shares	Sole	2026-05-13
2025-12-31	$1,421,737	15,056	+39.9%	Shares	Sole	2026-02-13
2025-09-30	$972,866	10,763	+0.9%	Shares	Sole	2025-11-13
2025-06-30	$923,574	10,671	-8.4%	Shares	Sole	2025-08-14
2025-03-31	$974,387	11,647	+13.8%	Shares	Sole	2025-05-14
2024-12-31	$884,271	10,237	+90.9%	Shares	Sole	2025-02-11
2024-09-30	$430,300	5,362	+4.4%	Shares	Sole	2024-11-12
2024-06-30	$387,791	5,137	+6.7%	Shares	Sole	2024-08-13
2024-03-31	$369,570	4,814	-15.4%	Shares	Sole	2024-05-07
2023-12-31	$415,508	5,688	+1.4%	Shares	Sole	2024-02-14
2023-09-30	$349,035	5,607	-27.3%	Shares	Sole	2023-11-14
2023-06-30	$424,356	7,717	+13.0%	Shares	Sole	2023-08-11
2023-03-31	$374,187	6,827	-52.8%	Shares	Sole	2023-05-12
2022-12-31	$1,080,049	14,474	+10.8%	Shares	Defined	2023-02-10
2022-09-30	$851,902	13,060	-6.1%	Shares	Defined	2022-11-14
2022-06-30	$945,613	13,902	+13.1%	Shares	Defined	2022-08-15
2022-03-31	$910,343	12,287	+17.1%	Shares	Defined	2022-05-13
2021-12-31	$753,435	10,495	+78.3%	Shares	Defined	2022-02-14
2021-09-30	$392,411	5,885	-27.5%	Shares	Sole	2021-11-12
2021-06-30	$513,309	8,113	-3.8%	Shares	Defined	2021-08-06
2021-03-31	$537,012	8,433	-34.9%	Shares	Defined	2021-05-12
2020-12-31	$654,141	12,961	+106.6%	Shares	Defined	2021-02-08
2020-09-30	$201,488	6,273	-9.5%	Shares	Defined	2020-12-04
2020-06-30	$297,164	6,935	-7.7%	Shares	Defined	2020-08-17
2020-03-31	$254,224	7,517	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.