MORGAN STANLEY

Position in PFBC — Preferred Bank

CIK 895421 NEW YORK, NY

Back to PFBC Full portfolio

Position in PFBC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$23,862,803

+$4,616,850 QoQ

Shares Held

224,570

+5.8% QoQ

Ownership

1.89%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#13

of 228 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Common Shares in PFBC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $21,937,324,199 across 309 Banks - Regional names. PFBC ranks #90 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	30,552,978	$1,845,399,864
2	FITB	Fifth Third Bancorp	29,374,537	$1,655,842,642
3	IBN	Icici Bank Ltd	54,395,929	$1,579,113,812
4	NU	Nu Holdings Ltd.	117,966,561	$1,576,033,245
5	HDB	Hdfc Bank Ltd	53,273,199	$1,376,046,720
6	PNC	Pnc Financial Services Group, Inc.	5,130,246	$1,263,169,160
7	TFC	Truist Financial Corp	22,539,416	$1,122,913,697
8	CFG	Citizens Financial Group Inc/Ri	12,264,969	$859,406,370

All Filings in PFBC

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,862,803	224,570	+5.8%	Shares	Defined	2026-08-13
2026-03-31	$19,245,953	212,217	+0.2%	Shares	Defined	2026-05-15
2025-12-31	$20,004,046	211,840	-11.7%	Shares	Defined	2026-05-27
2025-09-30	$21,684,918	239,904	+11.2%	Shares	Defined	2026-05-27
2025-06-30	$18,674,978	215,771	+18.5%	Shares	Defined	2025-08-15
2025-03-31	$15,229,128	182,036	-15.1%	Shares	Defined	2025-05-15
2024-12-31	$18,513,994	214,332	-4.2%	Shares	Defined	2025-05-15
2024-09-30	$17,962,033	223,826	+10.2%	Shares	Defined	2025-05-14
2024-06-30	$15,329,975	203,073	-5.1%	Shares	Defined	2025-05-14
2024-03-31	$16,425,628	213,959	-2.1%	Shares	Defined	2024-10-17
2023-12-31	$15,966,170	218,565	+10.9%	Shares	Defined	2024-08-16
2023-09-30	$12,272,398	197,147	+12.0%	Shares	Defined	2023-11-15
2023-06-30	$9,678,181	175,999	+2.7%	Shares	Defined	2023-08-14
2023-03-31	$9,395,746	171,424	+2.8%	Shares	Defined	2023-05-15
2022-12-31	$12,442,209	166,741	+40.2%	Shares	Defined	2023-02-14
2022-09-30	$7,757,343	118,923	-8.1%	Shares	Defined	2022-11-14
2022-06-30	$8,801,579	129,397	+51.3%	Shares	Defined	2022-10-27
2022-03-31	$6,338,323	85,549	-1.6%	Shares	Defined	2022-10-27
2021-12-31	$6,238,547	86,900	+19.6%	Shares	Defined	2022-02-14
2021-09-30	$4,844,899	72,659	+3.0%	Shares	Defined	2021-11-15
2021-06-30	$4,462,366	70,529	+8.5%	Shares	Defined	2021-08-23
2021-03-31	$4,139,389	65,003	-28.6%	Shares	Defined	2021-05-17
2020-12-31	$4,597,109	91,086	+19.6%	Shares	Defined	2021-02-16
2020-09-30	$2,446,612	76,171	-4.3%	Shares	Defined	2020-11-13
2020-06-30	$3,410,474	79,591	+2.5%	Shares	Defined	2020-08-14
2020-03-31	$2,625,479	77,631	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.