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Preferred Bank (PFBC) Institutional Ownership

Preferred Bank logo
$88.00 -1.25 (-1.40%)
Closing price 02/21/2025 04:00 PM Eastern
Extended Trading
$87.99 -0.01 (-0.01%)
As of 02/21/2025 04:13 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Preferred Bank (NASDAQ:PFBC)

Current
Institutional Ownership
Percentage
72.77%
Number of
Institutional Buyers
(last 12 months)
93
Total
Institutional Inflows
(last 12 months)
$75.99M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$52.46M
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PFBC Institutional Buying and Selling by Quarter

Preferred Bank Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC21,773$1.88M0.0%-1.8%0.151%
2/17/2025 Voloridge Investment Management LLC24,061$2.08M0.0%-6.3%0.167%
2/17/2025 Virtus Investment Advisers Inc.4,238$366K0.3%-44.5%0.029%
2/17/2025 Squarepoint Ops LLC21,261$1.84M0.0%+31.5%0.147%
2/17/2025 Two Sigma Advisers LP46,500$4.02M0.0%-3.3%0.322%
2/17/2025 Two Sigma Investments LP36,670$3.17M0.0%-24.1%0.254%
2/17/2025 Rafferty Asset Management LLC13,477$1.16M0.0%-14.4%0.093%
2/17/2025 Point72 Asia Singapore Pte. Ltd.359$31K0.0%-62.0%0.002%
2/17/2025 Point72 Asset Management L.P.5,300$458K0.0%-17.2%0.037%
2/17/2025 ProShare Advisors LLC85,781$7.41M0.0%-6.0%0.594%
2/17/2025 Nuveen Asset Management LLC468,759$40.49M0.0%+0.3%3.249%
2/17/2025 Millennium Management LLC147,702$12.76M0.0%+28.8%1.024%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7,064$610K0.0%+3.8%0.049%
2/17/2025Jefferies Financial Group Inc.16,285$1.41M0.0%N/A0.113%
2/17/2025 D. E. Shaw & Co. Inc.2,574$222K0.0%-58.3%0.018%
2/17/2025 Deutsche Bank AG36,366$3.14M0.0%+405.8%0.252%
2/17/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main1,350$117K0.0%N/A0.009%
2/17/2025 Cubist Systematic Strategies LLC14,877$1.29M0.0%+342.1%0.103%
2/17/2025 BOKF NA4,420$360K0.0%-15.0%0.031%
2/17/2025 Bridgeway Capital Management LLC59,198$5.11M0.1%-11.9%0.410%
2/17/2025 Brevan Howard Capital Management LP2,354$203K0.0%-48.0%0.016%
2/17/2025 Balyasny Asset Management L.P.14,434$1.25M0.0%+15.2%0.100%
2/17/2025 Bank of America Corp DE21,208$1.83M0.0%-26.0%0.147%
2/17/2025 BNP Paribas Financial Markets8,773$758K0.0%-33.3%0.061%
2/17/2025 Ameriprise Financial Inc.56,270$4.86M0.0%-5.1%0.390%
2/14/2025 Jane Street Group LLC36,699$3.17M0.0%+84.6%0.254%
2/14/2025 Comerica Bank7,171$619K0.0%-5.0%0.050%
2/14/2025 AQR Capital Management LLC88,775$7.67M0.0%-9.3%0.615%
2/14/2025 The Manufacturers Life Insurance Company 5,810$502K0.0%-2.8%0.040%
2/14/2025 Tudor Investment Corp ET AL6,724$581K0.0%-41.3%0.047%
2/14/2025 Two Sigma Securities LLC3,495$302K0.0%+17.6%0.024%
2/14/2025 Voya Investment Management LLC4,019$347K0.0%-6.4%0.028%
2/14/2025 T. Rowe Price Investment Management Inc.1,129,287$97.55M0.1%+0.5%7.826%
2/14/2025 Price T Rowe Associates Inc. MD33,257$2.87M0.0%+13.1%0.230%
2/14/2025 Dark Forest Capital Management LP3,384$292K0.0%+16.8%0.023%
2/14/2025 Hsbc Holdings PLC261,130$22.82M0.0%+11.9%1.810%
2/14/2025 State of Tennessee Department of Treasury8,349$721K0.0%+145.5%0.058%
2/14/2025 Tower Research Capital LLC TRC 295$25K0.0%-71.2%0.002%
2/14/2025 Dimensional Fund Advisors LP664,395$57.39M0.0%-1.5%4.604%
2/14/2025 First Trust Advisors LP80,737$6.97M0.0%-2.8%0.560%
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2/13/2025 Jump Financial LLC9,148$790K0.0%+2.1%0.063%
2/13/2025 XTX Topco Ltd8,063$696K0.1%+43.6%0.056%
2/13/2025 Mariner LLC2,722$235K0.0%-6.6%0.019%
2/13/2025 Barclays PLC27,008$2.33M0.0%-1.5%0.187%
2/13/2025 Sterling Capital Management LLC5,219$451K0.0%+7.3%0.036%
2/13/2025 Kennedy Capital Management LLC90,218$7.79M0.2%+274.2%0.625%
2/13/2025 LSV Asset Management133,061$11.49M0.0%-20.4%0.922%
2/13/2025 Renaissance Technologies LLC71,955$6.22M0.0%+3.5%0.499%
2/13/2025 Legal & General Group Plc35,064$3.03M0.0%-5.3%0.243%
2/13/2025 Invesco Ltd.123,433$10.66M0.0%-11.1%0.855%
2/13/2025 Federated Hermes Inc.30,946$2.67M0.0%+1.4%0.214%
2/13/2025 Russell Investments Group Ltd.13,871$1.20M0.0%-17.1%0.096%
2/13/2025 Envestnet Asset Management Inc.13,826$1.19M0.0%+9.7%0.096%
2/13/2025 Wells Fargo & Company MN7,848$678K0.0%+25.4%0.054%
2/12/2025 ExodusPoint Capital Management LP4,500$389K0.0%N/A0.031%
2/12/2025 Trexquant Investment LP7,069$611K0.0%N/A0.049%
2/12/2025 Geode Capital Management LLC360,025$31.11M0.0%+2.1%2.495%
2/12/2025 Franklin Resources Inc.28,586$2.47M0.0%-1.0%0.198%
2/12/2025 Brandywine Global Investment Management LLC36,089$3.12M0.0%-4.8%0.250%
2/12/2025 Arrowstreet Capital Limited Partnership15,542$1.34M0.0%-58.5%0.108%
2/12/2025 Intrust Bank NA8,835$763K0.1%+18.9%0.061%
2/12/2025 JPMorgan Chase & Co.189,196$16.34M0.0%+1.7%1.311%
2/11/2025 Segall Bryant & Hamill LLC53,007$4.58M0.1%-12.9%0.367%
2/11/2025 Prudential Financial Inc.14,387$1.24M0.0%+13.0%0.100%
2/11/2025 Corebridge Financial Inc.6,608$571K0.0%-7.3%0.046%
2/11/2025 Vanguard Group Inc.882,276$76.21M0.0%-0.7%6.114%
2/11/2025 KLP Kapitalforvaltning AS10,600$916K0.0%N/A0.073%
2/11/2025 Sei Investments Co.10,237$884K0.0%+90.9%0.071%
2/11/2025 American Century Companies Inc.199,628$17.24M0.0%+44.7%1.383%
2/11/2025 Virtu Financial LLC2,351$203K0.0%N/A0.016%
2/11/2025 Quantbot Technologies LP5,288$457K0.0%-34.7%0.037%
2/11/2025 Teacher Retirement System of Texas2,538$219K0.0%-37.7%0.018%
2/11/2025 Boston Partners530,029$45.81M0.1%+2.5%3.673%
2/10/2025 Thrivent Financial for Lutherans9,586$828K0.0%-1.6%0.066%
2/10/2025 Royce & Associates LP24,823$2.14M0.0%+4.7%0.172%
2/10/2025 Picton Mahoney Asset Management550$47K0.0%+110.7%0.004%
2/10/2025 Connor Clark & Lunn Investment Management Ltd.16,794$1.45M0.0%-3.8%0.116%
2/7/2025 HighTower Advisors LLC10,418$900K0.0%-2.5%0.072%
2/7/2025 AlphaQuest LLC2,662$230K0.0%-67.3%0.018%
2/7/2025 Amundi5,993$511K0.0%+191.3%0.042%
2/6/2025 Dana Investment Advisors Inc.85,121$7.35M0.2%-4.7%0.590%
2/6/2025 Victory Capital Management Inc.2,372$205K0.0%-88.4%0.016%
2/6/2025 Charles Schwab Investment Management Inc.434,590$37.54M0.0%+4.5%3.012%
2/5/2025 Smartleaf Asset Management LLC562$49K0.0%+217.5%0.004%
2/5/2025 Fisher Asset Management LLC9,756$843K0.0%N/A0.068%
2/5/2025 Phocas Financial Corp.20,313$1.76M1.3%-85.1%0.141%
2/4/2025 Denali Advisors LLC7,800$674K0.1%N/A0.054%
2/4/2025 Illinois Municipal Retirement Fund6,690$578K0.0%-2.8%0.046%
2/4/2025 Bank of New York Mellon Corp142,833$12.34M0.0%-4.1%0.990%
1/31/2025 New York State Common Retirement Fund26,222$2.27M0.0%+15.5%0.182%
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1/31/2025 Principal Financial Group Inc.70,530$6.09M0.0%+4.3%0.489%
1/30/2025 Stieven Capital Advisors L.P.110,721$9.56M1.7%-5.9%0.767%
1/28/2025 Empowered Funds LLC38,365$3.31M0.0%-17.3%0.266%
1/27/2025 Meritage Portfolio Management14,729$1.27M0.1%+223.1%0.102%
1/27/2025 Mirae Asset Global Investments Co. Ltd.8,976$778K0.0%+19.5%0.062%
1/24/2025 SkyOak Wealth LLC3,249$281K0.1%N/A0.023%
1/23/2025 R Squared Ltd750$65K0.1%N/A0.005%
1/22/2025 KBC Group NV914$79K0.0%+46.2%0.006%
1/22/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,498$302K0.0%+12.7%0.024%
1/21/2025 Exchange Traded Concepts LLC16,272$1.41M0.0%+2.1%0.113%
(Data available from 1/1/2016 forward)

PFBC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFBC shares?

During the previous two years, 185 institutional investors and hedge funds held shares of Preferred Bank. The most heavily invested institutionals were T. Rowe Price Investment Management Inc. ($97.55M), Vanguard Group Inc. ($76.21M), Dimensional Fund Advisors LP ($57.39M), State Street Corp ($47.55M), Boston Partners ($45.81M), Nuveen Asset Management LLC ($40.49M), and Charles Schwab Investment Management Inc. ($37.54M).Learn more on PFBC's institutional investors.

What percentage of Preferred Bank stock is owned by institutional investors?

72.77% of Preferred Bank stock is owned by institutional investors. Learn more on PFBC's institutional investor holdings.

Which institutional investors have been buying Preferred Bank stock?

Of the 137 institutional investors that purchased Preferred Bank stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LSV Asset Management ($171.33K), Kennedy Capital Management LLC ($111.04K), Smith Graham & Co. Investment Advisors LP ($89.28K), American Century Companies Inc. ($84.69K), Brandywine Global Investment Management LLC ($65.97K), Boston Partners ($46.65K), and FMR LLC ($46.32K).

How much institutional buying is happening at Preferred Bank?

Institutional investors have bought a total of 1,783,007 shares in the last 24 months. This purchase volume represents approximately $127.62M in transactions.

Which Preferred Bank major shareholders have been selling company stock?

Of the 111 institutional investors that sold Preferred Bank stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($387.44K), Stieven Capital Advisors L.P. ($129.86K), Phocas Financial Corp. ($125.27K), Hsbc Holdings PLC ($76.17K), Boston Partners ($68.96K), Royce & Associates LP ($62.21K), and LSV Asset Management ($34.17K).

How much institutional selling is happening at Preferred Bank?

Institutional investors have sold a total of 1,396,984 shares in the last 24 months. This volume of shares sold represents approximately $99.22M in transactions.


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This page (NASDAQ:PFBC) was last updated on 2/22/2025 by MarketBeat.com Staff
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