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Preferred Bank (PFBC) Institutional Ownership

Preferred Bank logo
$87.18 +0.98 (+1.14%)
As of 01/17/2025 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Preferred Bank (NASDAQ:PFBC)

Current
Institutional Ownership
Percentage
72.77%
Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$53.46M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$26.81M
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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
1/17/2025 SG Americas Securities LLC5,845$505K0.0%+59.6%0.041%
1/15/2025 Wedge Capital Management L L P NC9,015$779K0.0%-3.0%0.062%
12/26/2024JPMorgan Chase & Co.186,107$14.94M0.0%+24.0%1.290%
12/19/2024Principal Financial Group Inc.67,646$5.43M0.0%-3.7%0.469%
11/16/2024Geode Capital Management LLC352,597$28.30M0.0%+3.6%2.443%
11/15/2024Barclays PLC27,430$2.20M0.0%+70.9%0.190%
11/15/2024XTX Topco Ltd5,616$451K0.0%+85.5%0.039%
11/15/2024Jane Street Group LLC19,879$1.60M0.0%+43.8%0.138%
11/15/2024State Street Corp592,566$47.55M0.0%+0.4%4.106%
11/15/2024Quadrature Capital Ltd4,766$382K0.0%N/A0.033%
11/15/2024Point72 DIFC Ltd2,024$162K0.0%+138.7%0.014%
11/15/2024Point72 Asset Management L.P.6,400$514K0.0%+330.7%0.044%
11/15/2024Janus Henderson Group PLC12,711$1.02M0.0%-9.1%0.088%
11/15/2024Hotchkis & Wiley Capital Management LLC120,700$9.69M0.0%-4.8%0.836%
11/15/2024Benjamin Edwards Inc.3,387$272K0.0%N/A0.023%
11/15/2024Point72 Asia Singapore Pte. Ltd.945$76K0.0%N/A0.007%
11/14/2024PDT Partners LLC6,934$556K0.0%-24.8%0.048%
11/14/2024Martingale Asset Management L P5,300$425K0.0%N/A0.037%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC22,161$1.78M0.0%-4.8%0.154%
11/14/2024Public Sector Pension Investment Board26,279$2.11M0.0%-3.0%0.182%
11/14/2024De Lisle Partners LLP41,034$3.29M0.5%+51.8%0.284%
11/13/2024BNP Paribas Financial Markets13,157$1.06M0.0%-5.7%0.091%
11/13/2024FMR LLC6,674$536K0.0%+4.2%0.046%
11/13/2024Quantbot Technologies LP8,102$650K0.0%+169.6%0.056%
11/13/2024The Manufacturers Life Insurance Company5,979$480K0.0%-2.1%0.041%
11/12/2024Pitcairn Co.5,212$418K0.0%-2.8%0.036%
11/12/2024Charles Schwab Investment Management Inc.415,722$33.36M0.0%+1.7%2.881%
11/9/2024Intech Investment Management LLC3,943$316K0.0%-28.0%0.027%
11/8/2024Advisors Asset Management Inc.1,906$153K0.0%+194.1%0.013%
11/8/2024Connor Clark & Lunn Investment Management Ltd.17,466$1.40M0.0%+98.2%0.121%
11/8/2024Segall Bryant & Hamill LLC60,866$4.88M0.1%+0.7%0.422%
11/8/2024Phocas Financial Corp.135,996$10.91M0.0%-5.8%0.942%
11/8/2024Princeton Capital Management LLC2,500$201K0.1%N/A0.017%
11/7/2024Quest Partners LLC8,137$653K0.1%+1,376.8%0.056%
11/7/2024Stieven Capital Advisors L.P.117,621$9.44M1.8%-33.7%0.815%
11/7/2024Thrivent Financial for Lutherans9,739$782K0.0%-4.8%0.067%
11/6/2024Empowered Funds LLC46,367$3.72M0.1%+5.2%0.321%
11/5/2024Victory Capital Management Inc.20,524$1.65M0.0%-15.5%0.142%
11/5/2024GSA Capital Partners LLP31,726$2.55M0.2%+62.5%0.220%
11/4/2024Versor Investments LP16,154$1.30M0.2%+28.7%0.112%
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11/4/2024Los Angeles Capital Management LLC8,183$657K0.0%+46.6%0.057%
11/4/2024Meritage Portfolio Management4,558$366K0.0%N/A0.032%
10/31/2024Principal Financial Group Inc.67,646$5.43M0.0%-3.7%0.469%
10/29/2024Robeco Institutional Asset Management B.V.5,685$456K0.0%-52.3%0.039%
10/25/2024New York State Teachers Retirement System11,531$925K0.0%-9.4%0.080%
10/24/2024State of Alaska Department of Revenue7,077$567K0.0%-2.2%0.049%
10/23/2024Mirae Asset Global Investments Co. Ltd.7,513$598K0.0%+10.2%0.052%
10/23/2024Louisiana State Employees Retirement System6,000$482K0.0%-3.2%0.042%
10/21/2024Copeland Capital Management LLC679$54K0.0%N/A0.005%
10/21/2024Palouse Capital Management Inc.999$80K0.1%-34.4%0.007%
10/19/2024Allspring Global Investments Holdings LLC6,752$542K0.0%-26.8%0.047%
10/11/2024 Wedge Capital Management L L P NC9,292$746K0.0%-4.6%0.064%
10/10/2024Exchange Traded Concepts LLC15,938$1.28M0.0%-2.2%0.110%
10/8/2024CWM LLC2,503$201K0.0%+140.0%0.017%
10/3/2024 SG Americas Securities LLC3,662$294K0.0%N/A0.025%
9/16/2024Point72 DIFC Ltd848$64K0.0%+69.9%0.006%
9/16/2024Cubist Systematic Strategies LLC1,324$100K0.0%-62.9%0.009%
8/27/2024Dana Investment Advisors Inc.98,591$7.44M0.3%+7.4%0.683%
8/19/2024Point72 Asset Management L.P.1,486$112K0.0%+35.1%0.010%
8/16/2024Capital Impact Advisors LLC1,118$84K0.2%-80.5%0.008%
8/15/2024Millennium Management LLC88,860$6.71M0.0%-9.8%0.616%
8/15/2024AQR Capital Management LLC77,745$5.87M0.0%+24.7%0.539%
8/14/2024Squarepoint Ops LLC9,449$713K0.0%+27.3%0.065%
8/14/2024Cubist Systematic Strategies LLC1,324$100K0.0%-62.9%0.009%
8/14/2024Point72 DIFC Ltd848$64K0.0%+69.9%0.006%
8/14/2024Public Sector Pension Investment Board27,079$2.04M0.0%+4.4%0.188%
8/13/2024Thrivent Financial for Lutherans10,229$772K0.0%-5.9%0.071%
8/13/2024Sei Investments Co.5,137$388K0.0%+6.7%0.036%
8/12/2024Intech Investment Management LLC5,479$414K0.0%N/A0.038%
8/12/2024 Inspire Investing LLC10,473$791K0.1%N/A0.073%
8/12/2024XTX Topco Ltd3,027$229K0.0%N/A0.021%
8/12/2024Hsbc Holdings PLC231,926$17.70M0.0%-17.4%1.607%
8/10/2024Denali Advisors LLC3,300$249K0.1%N/A0.023%
8/9/2024Renaissance Technologies LLC74,355$5.61M0.0%-15.9%0.515%
8/9/2024Dimensional Fund Advisors LP680,337$51.36M0.0%+0.7%4.715%
8/9/2024WINTON GROUP Ltd13,970$1.06M0.1%+1.7%0.097%
8/8/2024Federated Hermes Inc.30,228$2.28M0.0%+0.9%0.209%
8/8/2024BOKF NA7,290$550K0.0%+87.7%0.051%
8/8/2024Jupiter Asset Management Ltd.5,410$408K0.0%N/A0.037%
8/8/2024American Century Companies Inc.204,465$15.44M0.0%-4.2%1.417%
8/7/2024ClariVest Asset Management LLC18,308$1.38M0.1%+2.9%0.127%
8/7/2024Texas Permanent School Fund Corp14,855$1.12M0.0%+35.5%0.103%
8/6/2024Quest Partners LLC551$42K0.0%-30.2%0.004%
8/6/2024LSV Asset Management171,330$12.93M0.0%+121.0%1.187%
8/5/2024Victory Capital Management Inc.24,285$1.83M0.0%-0.7%0.168%
8/1/2024Versor Investments LP12,554$948K0.2%-4.6%0.087%
8/1/2024Stieven Capital Advisors L.P.177,435$13.40M3.0%-6.6%1.230%
7/31/2024Picton Mahoney Asset Management2,137$161K0.0%N/A0.015%
7/30/2024Maryland State Retirement & Pension System4,296$324K0.0%-5.4%0.030%
7/29/2024Principal Financial Group Inc.70,274$5.31M0.0%-4.2%0.487%
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7/26/2024Allspring Global Investments Holdings LLC9,224$696K0.0%+44.5%0.064%
7/26/2024Bank of New York Mellon Corp159,501$12.04M0.0%-0.9%1.105%
7/24/2024 SummerHaven Investment Management LLC12,846$970K0.6%+1.6%0.089%
7/17/2024 Wedge Capital Management L L P NC9,738$735K0.0%-2.4%0.067%
7/10/2024CWM LLC1,043$79K0.0%+96.4%0.007%
5/28/2024Boston Partners462,467$35.48M0.0%-0.7%3.205%
5/17/2024Comerica Bank8,242$633K0.0%+35.6%0.057%
5/16/2024California State Teachers Retirement System12,899$990K0.0%-10.1%0.089%
5/16/2024Jacobs Levy Equity Management Inc.25,291$1.94M0.0%-19.8%0.175%
5/16/2024Janus Henderson Group PLC14,716$1.13M0.0%-5.4%0.102%
(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, 151 institutional investors and hedge funds held shares of Preferred Bank. The most heavily invested institutionals were Vanguard Group Inc. ($66.64M), Dimensional Fund Advisors LP ($51.36M), State Street Corp ($47.55M), Boston Partners ($35.48M), Charles Schwab Investment Management Inc. ($33.36M), Geode Capital Management LLC ($28.30M), and Hsbc Holdings PLC ($17.70M).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 119 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: Premier Fund Managers Ltd ($294.32K), Boston Partners ($231.15K), LSV Asset Management ($171.33K), Smith Graham & Co. Investment Advisors LP ($89.28K), Brandywine Global Investment Management LLC ($65.97K), American Century Companies Inc. ($51.35K), and FMR LLC ($46.32K).

How much institutional buying is happening at Preferred Bank?

Institutional investors have bought a total of 1,994,662 shares in the last 24 months. This purchase volume represents approximately $138.51M in transactions.

Which Preferred Bank major shareholders have been selling company stock?

Of the 80 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. ($147.07K), Hsbc Holdings PLC ($76.17K), Boston Partners ($68.96K), Royce & Associates LP ($62.21K), Principal Financial Group Inc. ($25.20K), and Citigroup Inc. ($20.69K).

How much institutional selling is happening at Preferred Bank?

Institutional investors have sold a total of 1,080,464 shares in the last 24 months. This volume of shares sold represents approximately $71.50M in transactions.


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This page (NASDAQ:PFBC) was last updated on 1/21/2025 by MarketBeat.com Staff
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