Preferred Bank (PFBC) — Institutional Holders, Q2 2026 (page 3)
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 201 to 230. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PFBC 13F holders ranked 201–230 of 230
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#201 · 40 sh | 40 | $4.3K | <0.01% | 0.0% |
| 202 | Salomon & Ludwin#202 · 39 sh | 39 | $4.2K | <0.01% | 0.0% |
| 203 | Valued Wealth Advisors#203 · 36 sh | 36 | $3.8K | <0.01% | +28.6% |
| 204 | Quarry#204 · 31 sh | 31 | $3.3K | <0.01% | New |
| 205 | MATHER GROUP#205 · 30 sh | 30 | $3.2K | — | 0.0% |
| 206 | Fortitude Family Office#206 · 30 sh | 30 | $3.2K | — | 0.0% |
| 207 | US BANCORP \DE\#207 · 28 sh | 28 | $3.0K | 0.00% | 0.0% |
| 208 | Farther Finance Advisors#208 · 25 sh | 25 | $2.7K | — | +38.9% |
| 209 | True Wealth Design#209 · 19 sh | 19 | $2.0K | — | +111.1% |
| 210 | Horizon Investments#210 · 17 sh | 17 | $1.8K | 0.00% | -50.0% |
| 211 | JONES FINANCIAL COMPANIES LLLP#211 · 17 sh | 17 | $1.8K | 0.00% | +240.0% |
| 212 | Glen Eagle Advisors#212 · 15 sh | 15 | $1.6K | <0.01% | 0.0% |
| 213 | Institute for Wealth Management#213 · 14 sh | 14 | $1.5K | <0.01% | New |
| 214 | Kilter Group#214 · 14 sh | 14 | $1.5K | <0.01% | 0.0% |
| 215 | Bruce G. Allen Investments#215 · 13 sh | 13 | $1.4K | <0.01% | 0.0% |
| 216 | Keating Financial Advisory Services#216 · 10 sh | 10 | $1.1K | <0.01% | 0.0% |
| 217 | Covestor Ltd#217 · 7 sh | 7 | $1.0K | <0.01% | +40.0% |
| 218 | Wealth Enhancement Services#218 · 8 sh | 8 | $850.00 | — | New |
| 219 | FARMERS & MERCHANTS INVESTMENTS#219 · 7 sh | 7 | $744.00 | — | 0.0% |
| 220 | Larson Financial Group#220 · 7 sh | 7 | $744.00 | 0.00% | 0.0% |
| 221 | Cedar Mountain Advisors#221 · 6 sh | 6 | $638.00 | — | 0.0% |
| 222 | Ankerstar Wealth#222 · 6 sh | 6 | $638.00 | <0.01% | 0.0% |
| 223 | Silver Grove Financial Group#223 · 4 sh | 4 | $425.00 | <0.01% | New |
| 224 | Plante Moran Financial Advisors#224 · 3 sh | 3 | $319.00 | 0.00% | New |
| 225 | TFC Financial Management#225 · 1 sh | 1 | $107.00 | — | 0.0% |
| 226 | Davis Capital Management#226 · 1 sh | 1 | $106.00 | — | New |
| 227 | SBI Securities , Ltd.#227 · 1 sh | 1 | $106.00 | — | 0.0% |
| 228 | Hughes Financial Services#228 · 1 sh | 1 | $106.00 | 0.00% | New |
| 229 | Capital Advisors, Ltd.#229 · 4 sh | 4 | $0.00 | 0.00% | 0.0% |
| 230 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#230 · 12,336 sh | 12,336 | — | — | +16.8% |
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.