Preferred Bank - Common Stock (PFBC)

Historical Holders from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
PFBC on Nasdaq
Shares outstanding
13,482,362
Price per share
$94.43
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
10,422,850
Total reported value
$942,022,517
% of total 13F portfolios
0%
Share change
-367,581
Value change
-$32,950,552
Avg buy value change
+0%
Avg sell value change
-0%
Number of holders
211
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Preferred Bank - Common Stock (PFBC) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
DIMENSIONAL FUND ADVISORS LP 4.7% $50,307,141 633,671 Dimensional Fund Advisors LP 31 Mar 2025
As of 30 Sep 2025, Preferred Bank - Common Stock (PFBC) has 211 institutional shareholders filing 13F forms. They hold 10,422,850 shares. of 13,482,362 outstanding shares (77%) .

Top 25 institutional shareholders own 62% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
BlackRock, Inc. 9% 1,210,675 -0.5% 0% $109,432,892
T. Rowe Price Investment Management, Inc. 8.4% 1,139,137 -1% 0.06% $102,967,000
VANGUARD GROUP INC 6.5% 869,631 -1.9% 0% $78,605,946
DIMENSIONAL FUND ADVISORS LP 4.5% 601,046 -1.2% 0.01% $54,328,458
STATE STREET CORP 4.1% 554,790 -9.1% 0% $50,147,468
Boston Partners 3.9% 528,526 -0.67% 0.05% $47,746,870
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3.5% 478,479 -1.5% 0.01% $43,249,717
GEODE CAPITAL MANAGEMENT, LLC 2.7% 362,333 -2.6% 0% $32,755,114
AMERICAN CENTURY COMPANIES INC 2.5% 337,804 +16% 0.02% $30,534,104
Nuveen, LLC 2.5% 337,756 -1.8% 0.01% $30,529,765
MORGAN STANLEY 1.8% 239,904 +11% 0% $21,684,959
GOLDMAN SACHS GROUP INC 1.3% 173,498 +16% 0% $15,682,501
KENNEDY CAPITAL MANAGEMENT LLC 1.2% 166,262 -4.3% 0.33% $15,028,422
NORTHERN TRUST CORP 1.1% 153,447 -3% 0% $13,870,074
MILLENNIUM MANAGEMENT LLC 1% 139,373 -5% 0.01% $12,597,925
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1% 138,345 -6% 0.04% $12,505,005
Bank of New York Mellon Corp 0.98% 132,785 -2.2% 0% $12,002,476
Phocas Financial Corp. 0.97% 130,190 +2.1% 1.5% $11,767,874
Stieven Capital Advisors, L.P. 0.88% 118,221 -2.3% 2% $10,685,996
HSBC HOLDINGS PLC 0.86% 116,320 -21% 0.01% $10,446,699
TWO SIGMA INVESTMENTS, LP 0.78% 105,283 +2.1% 0.01% $9,516,530
UBS Group AG 0.62% 83,283 -53% 0% $7,527,951
Dana Investment Advisors, Inc. 0.6% 80,861 -0.43% 0.21% $7,309,026
Qube Research & Technologies Ltd 0.55% 74,636 +288% 0.01% $6,746,348
RENAISSANCE TECHNOLOGIES LLC 0.55% 74,555 -2.7% 0.01% $6,739,026

Institutional Holders of Preferred Bank - Common Stock (PFBC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (% of par) Investors
2025 Q4 10,151 $960,054 -$253,176 9,443.05% 7
2025 Q3 10,422,850 $942,022,517 -$32,950,552 9,039% 211
2025 Q2 10,778,837 $933,284,578 -$52,308,116 8,654.5% 208
2025 Q1 11,381,686 $951,974,659 -$7,110,190 8,366% 219
2024 Q4 11,507,324 $994,248,899 +$32,996,152 8,638% 217
2024 Q3 11,128,147 $893,283,979 +$8,279,470 8,025% 215
2024 Q2 11,035,527 $833,280,310 +$24,241,391 7,549% 207
2024 Q1 10,717,656 $822,742,085 +$23,418,641 7,677% 191
2023 Q4 5,394 $394,032 -$43,392 7,305.01% 1
2023 Q3 10,442,800 $649,919,822 -$21,129,383 6,225% 183
2023 Q2 10,743,051 $591,615,297 -$21,451,948 5,499% 165
2023 Q1 11,031,975 $603,943,116 -$5,653,157 5,481% 170
2022 Q4 10,879,296 $811,705,848 +$38,279,933 7,462% 173
2022 Q3 10,437,078 $681,857,348 -$86,102,882 6,522.97% 147
2022 Q2 10,775,220 $733,616,749 -$12,714,617 6,802.08% 150
2022 Q1 10,995,994 $815,465,787 +$11,648,685 7,408.87% 156
2021 Q4 10,829,673 $777,592,573 -$6,083,824 7,178.94% 137
2021 Q3 11,035,826 $736,152,090 -$14,242,136 6,667.96% 126
2021 Q2 11,233,945 $711,182,894 -$11,852,241 6,326.8% 125
2021 Q1 11,401,088 $726,464,677 +$19,832,674 6,367.99% 129
2020 Q4 11,072,274 $558,783,935 -$6,990,270 5,046.83% 129
2020 Q3 11,418,539 $367,046,074 -$7,890,091 3,212% 110
2020 Q2 11,692,150 $500,073,979 +$741,473 4,284.95% 118
2020 Q1 11,725,208 $396,326,691 -$12,769,793 3,381.99% 107
2019 Q4 11,529,517 $692,800,295 +$14,519,307 6,008.97% 125
2019 Q3 11,514,142 $603,165,868 -$1,399,461 5,238.01% 132
2019 Q2 11,564,488 $546,540,500 +$6,484,098 4,725.21% 132
2019 Q1 11,661,302 $524,384,866 -$12,487,805 4,496.94% 139
2018 Q4 11,715,277 $507,879,129 -$17,767,612 4,334.98% 130
2018 Q3 12,290,600 $718,946,821 +$34,810,249 5,850.01% 137
2018 Q2 11,491,467 $706,311,234 +$10,420,745 6,146.01% 133
2018 Q1 11,466,106 $736,077,496 +$25,069,430 6,419.96% 142
2017 Q4 10,991,448 $646,225,724 +$27,470,046 5,878.06% 134
2017 Q3 10,301,455 $621,625,998 +$6,185,337 6,034.86% 126
2017 Q2 10,378,891 $554,967,258 +$25,548,589 5,346.98% 125
2017 Q1 9,875,179 $529,895,910 +$56,165,046 5,365.92% 131
2016 Q4 9,492,645 $497,398,754 +$32,771,351 5,242.02% 125
2016 Q3 8,824,720 $315,469,422 +$32,250,452 3,574.93% 105
2016 Q2 7,938,586 $229,221,467 +$3,044,754 2,887.42% 101
2016 Q1 7,818,188 $236,471,000 +$4,840,195 3,024.94% 99
2015 Q4 7,627,906 $251,899,256 -$1,473,477 3,301.94% 94
2015 Q3 7,641,036 $242,225,968 +$8,627,962 3,159.94% 92
2015 Q2 7,277,609 $218,688,841 +$2,970,567 3,005.06% 85
2015 Q1 7,230,596 $198,610,255 +$2,924,749 2,747% 77
2014 Q4 7,116,987 $198,451,689 +$5,998,465 2,788.96% 74
2014 Q3 6,978,994 $157,169,001 +$2,806,957 2,252.01% 70
2014 Q2 6,849,702 $161,915,747 +$1,428,024 2,364% 72
2014 Q1 6,780,888 $175,970,636 +$14,585,873 2,595.9% 74