Preferred Bank (PFBC) — Institutional Holders, Q2 2026
230 institutional investment managers reported a PFBC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PFBC in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- TWO SIGMA INVESTMENTSAdded · +130,540 sh+$13.9M
- STATE STREETAdded · +57,617 sh+$6.1M
- CSM AdvisorsNew · +55,500 sh+$5.9M
- AQR CAPITAL MANAGEMENTAdded · +47,795 sh+$5.1M
- AMERICAN CENTURY COMPANIESAdded · +46,789 sh+$5.0M
Biggest sellers
- KENNEDY CAPITAL MANAGEMENTTrimmed · -53,184 sh-$5.7M
- TUDOR INVESTMENT ET ALTrimmed · -45,773 sh-$4.9M
- BlackRockTrimmed · -45,702 sh-$4.9M
- VANGUARD CAPITAL MANAGEMENTTrimmed · -26,644 sh-$2.8M
- CITADEL ADVISORSTrimmed · -21,991 sh-$2.3M
PFBC 13F holders ranked 1–100 of 230
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 1,159,221 sh | 1,159,221 | $123.2M | <0.01% | -3.8% |
| 2 | T. Rowe Price Investment Management#2 · 1,077,055 sh | 1,077,055 | $114.4M | 0.07% | -0.5% |
| 3 | STATE STREET#3 · 646,206 sh | 646,206 | $68.7M | <0.01% | +9.8% |
| 4 | DIMENSIONAL FUND ADVISORS#4 · 573,320 sh | 573,320 | $60.9M | 0.01% | -1.0% |
| 5 | VANGUARD CAPITAL MANAGEMENT#5 · 475,275 sh | 475,275 | $50.5M | <0.01% | -5.3% |
| 6 | AMERICAN CENTURY COMPANIES#6 · 447,109 sh | 447,109 | $47.5M | 0.02% | +11.7% |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT#7 · 439,652 sh | 439,652 | $46.7M | <0.01% | +5.5% |
| 8 | Boston Partners#8 · 412,063 sh | 412,063 | $43.8M | 0.04% | +4.1% |
| 9 | GEODE CAPITAL MANAGEMENT#9 · 399,169 sh | 399,169 | $42.4M | <0.01% | +6.1% |
| 10 | Nuveen#10 · 332,262 sh | 332,262 | $35.3M | <0.01% | -0.4% |
| 11 | TWO SIGMA INVESTMENTS#11 · 315,265 sh | 315,265 | $33.5M | 0.02% | +70.7% |
| 12 | VANGUARD PORTFOLIO MANAGEMENT#12 · 258,444 sh | 258,444 | $27.5M | <0.01% | +3.3% |
| 13 | MORGAN STANLEY#13 · 224,570 sh | 224,570 | $23.9M | <0.01% | +5.8% |
| 14 | GOLDMAN SACHS GROUP#14 · 174,961 sh | 174,961 | $18.6M | <0.01% | +7.0% |
| 15 | KENNEDY CAPITAL MANAGEMENT#15 · 167,220 sh | 167,220 | $17.8M | 0.31% | -24.1% |
| 16 | HSBC PLC#16 · 154,396 sh | 154,396 | $16.3M | <0.01% | -10.1% |
| 17 | NORTHERN#17 · 150,000 sh | 150,000 | $15.9M | <0.01% | +1.5% |
| 18 | HOTCHKIS & WILEY CAPITAL MANAGEMENT#18 · 141,435 sh | 141,435 | $15.0M | 0.04% | +0.1% |
| 19 | Stieven Capital Advisors, L.P.#19 · 117,921 sh | 117,921 | $12.5M | 2.39% | -3.8% |
| 20 | Bank of New York Mellon#20 · 116,241 sh | 116,241 | $12.4M | <0.01% | -3.2% |
| 21 | Invesco Ltd.#21 · 112,712 sh | 112,712 | $12.0M | <0.01% | +2.9% |
| 22 | Dana Investment Advisors#22 · 105,736 sh | 105,736 | $11.2M | 0.29% | +33.1% |
| 23 | Qube Research & Technologies Ltd#23 · 96,660 sh | 96,660 | $10.3M | <0.01% | -4.3% |
| 24 | Phocas Financial#24 · 96,557 sh | 96,557 | $10.3M | 1.42% | -5.0% |
| 25 | AQR CAPITAL MANAGEMENT#25 · 83,058 sh | 83,058 | $8.8M | <0.01% | +135.5% |
| 26 | PRINCIPAL FINANCIAL GROUP#26 · 77,471 sh | 77,471 | $8.2M | <0.01% | +0.1% |
| 27 | MALTESE CAPITAL MANAGEMENT#27 · 76,700 sh | 76,700 | $8.2M | 1.49% | -7.9% |
| 28 | FMR#28 · 73,380 sh | 73,380 | $7.8M | <0.01% | +0.3% |
| 29 | VANGUARD FIDUCIARY#29 · 72,413 sh | 72,413 | $7.7M | <0.01% | -1.6% |
| 30 | UBS Group AG#30 · 70,158 sh | 70,158 | $7.5M | <0.01% | -14.2% |
| 31 | MILLENNIUM MANAGEMENT#31 · 67,689 sh | 67,689 | $7.2M | <0.01% | +2.6% |
| 32 | ProShare Advisors#32 · 67,640 sh | 67,640 | $7.2M | 0.01% | -5.6% |
| 33 | CITADEL ADVISORS#33 · 64,837 sh | 64,837 | $6.9M | <0.01% | -25.3% |
| 34 | PUBLIC SECTOR PENSION INVESTMENT BOARD#34 · 62,805 sh | 62,805 | $6.7M | 0.02% | +2.9% |
| 35 | De Lisle Partners LLP#35 · 56,179 sh | 56,179 | $6.0M | 0.65% | 0.0% |
| 36 | CSM Advisors#36 · 55,500 sh | 55,500 | $5.9M | 0.13% | New |
| 37 | FRANKLIN RESOURCES#37 · 51,071 sh | 51,071 | $5.4M | <0.01% | -4.3% |
| 38 | JPMORGAN CHASE#38 · 42,072 sh | 42,072 | $4.5M | <0.01% | +48.0% |
| 39 | D. E. Shaw#39 · 40,979 sh | 40,979 | $4.4M | <0.01% | +94.8% |
| 40 | KESTREL INVESTMENT MANAGEMENT#40 · 39,750 sh | 39,750 | $4.2M | 2.30% | 0.0% |
| 41 | PRICE T ROWE ASSOCIATES#41 · 39,265 sh | 39,265 | $4.2M | <0.01% | -0.1% |
| 42 | FIRST ADVISORS#42 · 38,433 sh | 38,433 | $4.1M | <0.01% | -31.5% |
| 43 | FEDERATED HERMES#43 · 38,337 sh | 38,337 | $4.1M | <0.01% | +0.9% |
| 44 | PRUDENTIAL FINANCIAL#44 · 35,133 sh | 35,133 | $3.7M | <0.01% | +14.5% |
| 45 | AMERIPRISE FINANCIAL#45 · 32,932 sh | 32,932 | $3.5M | <0.01% | -2.7% |
| 46 | RHUMBLINE ADVISERS#46 · 29,699 sh | 29,699 | $3.2M | <0.01% | -12.0% |
| 47 | BANK OF AMERICA#47 · 27,957 sh | 27,957 | $3.0M | <0.01% | -22.7% |
| 48 | Legal & General Group Plc#48 · 25,689 sh | 25,689 | $2.7M | <0.01% | -1.8% |
| 49 | ROYCE & ASSOCIATES#49 · 25,156 sh | 25,156 | $2.7M | 0.02% | +0.7% |
| 50 | Swiss National Bank#50 · 22,589 sh | 22,589 | $2.4M | <0.01% | -2.6% |
| 51 | NEW YORK STATE COMMON RETIREMENT FUND#51 · 22,572 sh | 22,572 | $2.4M | <0.01% | -7.0% |
| 52 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#52 · 20,827 sh | 20,827 | $2.2M | <0.01% | +10.8% |
| 53 | XTX Topco Ltd#53 · 20,736 sh | 20,736 | $2.2M | 0.03% | +3.2% |
| 54 | Fisher Asset Management#54 · 18,576 sh | 18,576 | $2.0M | <0.01% | +0.2% |
| 55 | Russell Investments Group, Ltd.#55 · 18,250 sh | 18,250 | $1.9M | <0.01% | +30.6% |
| 56 | Trexquant Investment#56 · 17,513 sh | 17,513 | $1.9M | 0.01% | -9.6% |
| 57 | Quantbot Technologies#57 · 17,408 sh | 17,408 | $1.8M | 0.07% | -10.0% |
| 58 | EXCHANGE TRADED CONCEPTS#58 · 16,108 sh | 16,108 | $1.7M | <0.01% | +3.2% |
| 59 | Angel Oak Capital Advisors#59 · 15,500 sh | 15,500 | $1.6M | 2.08% | 0.0% |
| 60 | BNP PARIBAS FINANCIAL MARKETS#60 · 15,356 sh | 15,356 | $1.6M | <0.01% | +119.4% |
| 61 | Y-Intercept (Hong Kong) Ltd#61 · 15,331 sh | 15,331 | $1.6M | — | -25.4% |
| 62 | CITIGROUP#62 · 15,300 sh | 15,300 | $1.6M | <0.01% | +31.2% |
| 63 | ENVESTNET ASSET MANAGEMENT#63 · 15,149 sh | 15,149 | $1.6M | <0.01% | +3.4% |
| 64 | GSA CAPITAL PARTNERS LLP#64 · 14,863 sh | 14,863 | $1.6M | 0.10% | +484.9% |
| 65 | Quantinno Capital Management#65 · 14,461 sh | 14,461 | $1.5M | <0.01% | +181.4% |
| 66 | SEI INVESTMENTS#66 · 14,448 sh | 14,448 | $1.5M | <0.01% | -34.3% |
| 67 | Hennion & Walsh Asset Management#67 · 14,294 sh | 14,294 | $1.5M | — | -0.2% |
| 68 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS#68 · 14,179 sh | 14,179 | $1.5M | 0.03% | New |
| 69 | WINTON GROUP Ltd#69 · 14,179 sh | 14,179 | $1.5M | 0.05% | -0.2% |
| 70 | LSV ASSET MANAGEMENT#70 · 14,020 sh | 14,020 | $1.5M | <0.01% | +43.1% |
| 71 | BRIDGEWAY CAPITAL MANAGEMENT#71 · 13,676 sh | 13,676 | $1.5M | 0.03% | 0.0% |
| 72 | HRT FINANCIAL#72 · 13,042 sh | 13,042 | $1.4M | <0.01% | -51.2% |
| 73 | Squarepoint Ops#73 · 12,898 sh | 12,898 | $1.4M | <0.01% | -3.9% |
| 74 | NewEdge Wealth#74 · 12,640 sh | 12,640 | $1.3M | 0.01% | +26.9% |
| 75 | DEUTSCHE BANK AG\#75 · 12,074 sh | 12,074 | $1.3M | <0.01% | +1.4% |
| 76 | RENAISSANCE TECHNOLOGIES#76 · 12,040 sh | 12,040 | $1.3M | <0.01% | -59.7% |
| 77 | ALLIANCEBERNSTEIN L.P.#77 · 13,474 sh | 13,474 | $1.2M | <0.01% | 0.0% |
| 78 | Unison Advisors#78 · 10,831 sh | 10,831 | $1.2M | 0.08% | +0.8% |
| 79 | Vanguard Global Advisers#79 · 10,680 sh | 10,680 | $1.1M | <0.01% | 0.0% |
| 80 | ROYAL BANK OF CANADA#80 · 10,048 sh | 10,048 | $1.1M | <0.01% | +12.7% |
| 81 | TUDOR INVESTMENT ET AL#81 · 10,018 sh | 10,018 | $1.1M | <0.01% | -82.0% |
| 82 | WELLS FARGO & COMPANY#82 · 9,976 sh | 9,976 | $1.1M | <0.01% | +105.1% |
| 83 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#83 · 9,813 sh | 9,813 | $1.0M | 0.02% | +15.3% |
| 84 | GREAT WEST LIFE ASSURANCE#84 · 9,824 sh | 9,824 | $1.0M | <0.01% | -10.2% |
| 85 | WEDGE CAPITAL MANAGEMENT L L P#85 · 9,586 sh | 9,586 | $1.0M | — | -3.7% |
| 86 | Rafferty Asset Management#86 · 9,259 sh | 9,259 | $983.9K | <0.01% | -8.9% |
| 87 | Mirae Asset Global Investments , Ltd.#87 · 9,203 sh | 9,203 | $977.9K | <0.01% | +16.1% |
| 88 | BARCLAYS PLC#88 · 8,890 sh | 8,890 | $944.7K | <0.01% | -11.3% |
| 89 | INTRUST BANK NA#89 · 8,250 sh | 8,250 | $876.6K | 0.06% | -5.1% |
| 90 | Corient Private Wealth#90 · 8,229 sh | 8,229 | $874.4K | <0.01% | New |
| 91 | VANGUARD ASSET MANAGEMENT, Ltd#91 · 8,097 sh | 8,097 | $860.4K | <0.01% | 0.0% |
| 92 | SummerHaven Investment Management#92 · 8,016 sh | 8,016 | $851.8K | — | 0.0% |
| 93 | CREDIT AGRICOLE S A#93 · 7,640 sh | 7,640 | $811.8K | <0.01% | 0.0% |
| 94 | GLOBEFLEX CAPITAL L P#94 · 7,510 sh | 7,510 | $798.0K | 0.10% | -9.3% |
| 95 | Brevan Howard Capital Management#95 · 7,369 sh | 7,369 | $783.0K | <0.01% | +120.4% |
| 96 | THRIVENT FINANCIAL FOR LUTHERANS#96 · 7,232 sh | 7,232 | $768.0K | <0.01% | -4.3% |
| 97 | Allspring Global Investments#97 · 6,804 sh | 6,804 | $723.0K | <0.01% | +3.2% |
| 98 | MetLife Investment Management#98 · 6,706 sh | 6,706 | $712.6K | <0.01% | +1.8% |
| 99 | KLP KAPITALFORVALTNING AS#99 · 6,700 sh | 6,700 | $711.9K | <0.01% | 0.0% |
| 100 | Jupiter Topco#100 · 6,398 sh | 6,398 | $679.5K | <0.01% | — |
Funds that sold out of PFBC in Q2 2026 (16)
Held PFBC at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| JANE STREET GROUP13,107 sh | 13,107 | $1.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP11,261 sh | 11,261 | $1.0M |
| DENALI ADVISORS8,816 sh | 8,816 | $799.5K |
| VIRGINIA RETIREMENT SYSTEMS ET Al8,513 sh | 8,513 | $772.0K |
| STATE OF WISCONSIN INVESTMENT BOARD8,236 sh | 8,236 | $746.9K |
| INFRASTRUCTURE CAPITAL ADVISORS5,513 sh | 5,513 | $500.0K |
| MIRABELLA FINANCIAL SERVICES LLP4,331 sh | 4,331 | $392.8K |
| ExodusPoint Capital Management2,804 sh | 2,804 | $254.3K |
| QUADRANT CAPITAL GROUP92 sh | 92 | $53.1K |
| Advisors Asset Management537 sh | 537 | $48.7K |
| Root Financial Partners30 sh | 30 | $2.7K |
| Parallel Advisors27 sh | 27 | $2.5K |
| Scarborough Advisors27 sh | 27 | $2.4K |
| TWIN PEAKS WEALTH ADVISORS17 sh | 17 | $1.5K |
| Sound Income Strategies16 sh | 16 | $1.5K |
| MAI Capital Management6 sh | 6 | $545.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.