UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in PFBC — Preferred Bank
CIK 861177
NEW YORK, NY
Position in PFBC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,213,075
+$508,558 QoQ
Shares Held
20,827
+10.8% QoQ
Ownership
0.176%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#52
of 228 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in PFBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $5,457,106,242 across 255 Banks - Regional names. PFBC ranks #115 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
3,607,786 | $888,309,064 | |
| 2 | USB |
US Bancorp De
|
12,754,537 | $770,374,029 | |
| 3 | FITB |
Fifth Third Bancorp
|
7,384,087 | $416,240,979 | |
| 4 | TFC |
Truist Financial Corp
|
7,932,304 | $395,187,379 | |
| 5 | FHN |
First Horizon Corp
|
12,731,777 | $326,442,756 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
15,403,947 | $273,111,976 | |
| 7 | MTB |
M&T Bank Corp
|
1,060,517 | $252,413,646 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
120,114 | $249,932,003 |
All Filings in PFBC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,213,075 | 20,827 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,704,517 | 18,795 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,918,250 | 20,314 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,660,011 | 18,365 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,119,348 | 36,041 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,169,386 | 25,931 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $1,880,750 | 21,773 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,778,419 | 22,161 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,757,254 | 23,278 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $756,490 | 9,854 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $719,834 | 9,854 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $613,411 | 9,854 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $706,400 | 12,846 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $704,088 | 12,846 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $903,348 | 12,106 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $956,465 | 14,663 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,181,505 | 17,370 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,286,941 | 17,370 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $974,907 | 13,580 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $905,513 | 13,580 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $859,205 | 13,580 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $912,979 | 14,337 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $723,586 | 14,337 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $407,151 | 12,676 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $556,706 | 12,992 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $417,946 | 12,358 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||