Skip to main content
Equibles
PFBC logo

PFBC

Preferred Bank
$107.16 -0.71 (-0.66%) At close · Jul 2
Market Cap
$1.27B
Shares
11,841,948

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 205
Total Value: $896,921,706
Total Shares: 9,889,843
Showing 1–100 of 206 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 205 13F filers
Top Holder
12.2%
Jun 2023 → Mar 2026 · range 11.2% – 13.6%
of institutional value
Top 5
40.0%
Jun 2023 → Mar 2026 · range 40.0% – 47.0%
of institutional value
Top 10
59.4%
Jun 2023 → Mar 2026 · range 57.8% – 64.2%
of institutional value
HHI
479
Jun 2023 → Mar 2026 · range 450 – 593
Broadly held
Showing 100 of 206
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $109,274,462 12.18% 1,204,923
Mega T. Rowe Price Investment Management, Inc. $98,144,808 10.94% 1,082,201
Mega STATE STREET CORP $53,379,136 5.95% 588,589
Mega DIMENSIONAL FUND ADVISORS LP $52,523,474 5.86% 579,154
Mega VANGUARD CAPITAL MANAGEMENT LLC $45,519,034 5.08% 501,919
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $37,798,503 4.21% 416,788
Mega AMERICAN CENTURY COMPANIES INC $36,305,020 4.05% 400,320
Large Boston Partners $35,908,432 4.00% 395,947
Mega GEODE CAPITAL MANAGEMENT, LLC $34,113,042 3.80% 376,150
Mega Nuveen, LLC $30,241,667 3.37% 333,462
Mid KENNEDY CAPITAL MANAGEMENT LLC $19,988,438 2.23% 220,404
Mega MORGAN STANLEY $19,245,953 2.15% 212,217
Mega TWO SIGMA INVESTMENTS, LP $16,752,710 1.87% 184,725
Mega HSBC HOLDINGS PLC $15,576,642 1.74% 171,757
Mega GOLDMAN SACHS GROUP INC $14,823,189 1.65% 163,449
Mega NORTHERN TRUST CORP Bank $13,408,151 1.49% 147,846
Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $12,815,857 1.43% 141,315
Small Stieven Capital Advisors, L.P. $11,120,498 1.24% 122,621
Mega Bank of New York Mellon Corp Bank $10,892,047 1.21% 120,102
Mega Invesco Ltd. $9,931,731 1.11% 109,513
Small Phocas Financial Corp. $9,219,273 1.03% 101,657
Large Qube Research & Technologies Ltd $9,164,043 1.02% 101,048
Mega CITADEL ADVISORS LLC $7,874,430 0.88% 86,828
Small MALTESE CAPITAL MANAGEMENT LLC $7,551,120 0.84% 83,263
Mega UBS Group AG $7,415,810 0.83% 81,771
Mid Dana Investment Advisors, Inc. $7,202,690 0.80% 79,421
Mega PRINCIPAL FINANCIAL GROUP INC $7,019,949 0.78% 77,406
Mega VANGUARD FIDUCIARY TRUST CO Bank $6,674,239 0.74% 73,594
Mega FMR LLC $6,634,698 0.74% 73,158
Large ProShare Advisors LLC $6,501,294 0.72% 71,687
Mega MILLENNIUM MANAGEMENT LLC $5,982,093 0.67% 65,962
Large Public Sector Pension Investment Board Pension $5,536,352 0.62% 61,047
Small De Lisle Partners LLP $5,094,873 0.57% 56,179
Mega FIRST TRUST ADVISORS LP $5,090,339 0.57% 56,129
Large TUDOR INVESTMENT CORP ET AL $5,059,685 0.56% 55,791
Mega FRANKLIN RESOURCES INC $4,841,935 0.54% 53,390
Small KESTREL INVESTMENT MANAGEMENT CORP $3,604,927 0.40% 39,750
Mega PRICE T ROWE ASSOCIATES INC /MD/ $3,564,660 0.40% 39,306
Large FEDERATED HERMES, INC. $3,445,040 0.38% 37,987
Mega BANK OF AMERICA CORP /DE/ Bank $3,278,170 0.37% 36,147
Mega AQR CAPITAL MANAGEMENT LLC $3,197,998 0.36% 35,263
Mega AMERIPRISE FINANCIAL INC $3,070,944 0.34% 33,862
Mega RHUMBLINE ADVISERS $3,059,880 0.34% 33,740
Large PRUDENTIAL FINANCIAL INC $2,783,094 0.31% 30,688
Large RENAISSANCE TECHNOLOGIES LLC $2,707,549 0.30% 29,855
Mega JPMORGAN CHASE & CO $2,578,133 0.29% 28,428
Large HRT FINANCIAL LP $2,424,143 0.27% 26,730
Mega Legal & General Group Plc $2,372,903 0.26% 26,165
Mid ROYCE & ASSOCIATES LP $2,266,343 0.25% 24,990
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $2,201,227 0.25% 24,272
Mega Swiss National Bank Bank $2,103,010 0.23% 23,189
Large SEI INVESTMENTS CO $1,992,911 0.22% 21,975
Mega D. E. Shaw & Co., Inc. $1,907,936 0.21% 21,038
Mid Y-Intercept (Hong Kong) Ltd $1,862,681 0.21% 20,539
Mid XTX Topco Ltd $1,823,050 0.20% 20,102
Large Trexquant Investment LP $1,756,121 0.20% 19,364
Mid Quantbot Technologies LP $1,753,491 0.20% 19,335
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1,704,517 0.19% 18,795
Mega Fisher Asset Management, LLC $1,681,846 0.19% 18,545
Mid EXCHANGE TRADED CONCEPTS, LLC $1,414,854 0.16% 15,601
Micro Angel Oak Capital Advisors, LLC $1,405,695 0.16% 15,500
Mega ENVESTNET ASSET MANAGEMENT INC $1,329,152 0.15% 14,656
Mid Hennion & Walsh Asset Management, Inc. $1,298,771 0.14% 14,321
Mid WINTON GROUP Ltd $1,287,888 0.14% 14,201
Large Russell Investments Group, Ltd. $1,267,571 0.14% 13,977
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $1,240,276 0.14% 13,676
Mega ALLIANCEBERNSTEIN L.P. $1,221,957 0.14% 13,474
Large Squarepoint Ops LLC $1,217,785 0.14% 13,428
Mega JANE STREET GROUP, LLC $1,188,672 0.13% 13,107
Mega DEUTSCHE BANK AG\ Bank $1,080,389 0.12% 11,913
Mega CITIGROUP INC $1,057,625 0.12% 11,662
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,021,260 0.11% 11,261
Large CANADA LIFE ASSURANCE Co Insurance $991,967 0.11% 10,938
Small Unison Advisors LLC $974,282 0.11% 10,743
Mega Vanguard Global Advisers, LLC $968,569 0.11% 10,680
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $957,958 0.11% 10,563
Large Rafferty Asset Management, LLC $922,135 0.10% 10,168
Mega BARCLAYS PLC $909,257 0.10% 10,026
Mid NewEdge Wealth, LLC $903,363 0.10% 9,961
Mid WEDGE CAPITAL MANAGEMENT L L P/NC $902,637 0.10% 9,953
Large LSV ASSET MANAGEMENT $888,762 0.10% 9,800
Mega ROYAL BANK OF CANADA Bank $808,772 0.09% 8,918
Small DENALI ADVISORS LLC $799,523 0.09% 8,816
Small INTRUST BANK NA Bank $788,005 0.09% 8,689
Mid Empirical Financial Services, LLC d.b.a. Empirical Wealth Management $771,771 0.09% 8,510
Small GLOBEFLEX CAPITAL L P $750,913 0.08% 8,280
Large STATE OF WISCONSIN INVESTMENT BOARD $746,922 0.08% 8,236
Mega VANGUARD ASSET MANAGEMENT, Ltd $734,316 0.08% 8,097
Large CWM, LLC $730,870 0.08% 8,059
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC $729,782 0.08% 8,047
Small SummerHaven Investment Management, LLC $726,971 0.08% 8,016
Large Mirae Asset Global Investments Co., Ltd. $718,899 0.08% 7,927
Large CREDIT AGRICOLE S A $692,871 0.08% 7,640
Large Thrivent Financial for Lutherans $685,616 0.08% 7,560
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC $660,858 0.07% 7,287
Mega BNP PARIBAS ARBITRAGE, SA $634,648 0.07% 6,998
Large Connor, Clark & Lunn Investment Management Ltd. $620,228 0.07% 6,839
Large KLP KAPITALFORVALTNING AS $607,623 0.07% 6,700
Large Allspring Global Investments Holdings, LLC $598,191 0.07% 6,596
Large MetLife Investment Management, LLC $597,647 0.07% 6,590
Key facts CIK 1492165 CUSIP 740367404 13F (30d) 3 filings 3 filers Visit website Investor relations

Report a Problem

Category
Description
Email (optional, for follow-up)