Preferred Bank Ownership 2024 | Who Owns Preferred Bank Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

81.05%

Insider Ownership

0.96%

Retail Ownership

18.00%

Institutional Holders

203.00

Preferred Bank Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.9.81%0.00%1,325,261-2,159-0.16%100,043,955Jun 30, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.8.00%0.05%1,080,6246,3530.59%81,577,000Jun 30, 2024
VANGUARD GROUP INC6.46%0.00%872,1914,1180.47%65,841,699Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP5.04%0.01%680,3374,5390.67%51,357,494Jun 30, 2024
STATE STREET CORP4.37%0.00%590,227-14,613-2.42%44,556,236,000Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC3.89%0.01%525,6108,2321.59%39,678,299Jun 30, 2024
BOSTON PARTNERS3.27%0.04%442,225-20,242-4.38%33,407,112Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC3.02%0.01%408,6362,7940.69%30,847,932Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.52%0.00%340,31423,1297.29%25,694,637Jun 30, 2024
HSBC HOLDINGS PLC1.72%0.01%231,926-48,881-17.41%17,695,954Jun 30, 2024
GOLDMAN SACHS GROUP INC1.67%0.00%225,29139,39621.19%17,007,187Jun 30, 2024
AMERICAN CENTURY COMPANIES INC1.51%0.01%204,465-9,012-4.22%15,435,063Jun 30, 2024
MORGAN STANLEY1.50%0.00%203,073-10,886-5.09%15,330,039Jun 30, 2024
NORTHERN TRUST CORP1.33%0.00%179,556-4,767-2.59%13,554,683,000Jun 30, 2024
STIEVEN CAPITAL ADVISORS, L.P.1.31%2.97%177,435-12,600-6.63%13,394,568Jun 30, 2024
LSV ASSET MANAGEMENT1.27%0.03%171,33093,815121.03%12,934,000Jun 30, 2024
BANK OF NEW YORK MELLON CORP1.18%0.00%159,501-1,375-0.85%12,040,709Jun 30, 2024
JPMORGAN CHASE & CO1.11%0.00%150,128-27,453-15.46%11,333,162Jun 30, 2024
PHOCAS FINANCIAL CORP.1.07%0.04%144,314-2,735-1.86%10,894,000Jun 30, 2024
INVESCO LTD.0.95%0.00%128,41565,465104.00%9,694,049Jun 30, 2024

Preferred Bank's largest institutional shareholder is BLACKROCK INC., holding 9.81% of the company's total share outstanding, currently valued at $100.04M. The top 10 institutional shareholders own together 48.10% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
STIEVEN CAPITAL ADVISORS, L.P.1.31%2.97%177,435-12,600-6.63%13,394,568Jun 30, 2024
KESTREL INVESTMENT MANAGEMENT CORP0.31%2.06%41,250--3,114,000Jun 30, 2024
MALTESE CAPITAL MANAGEMENT LLC0.92%1.74%124,6194190.34%9,407,488Jun 30, 2024
SUMMERHAVEN INVESTMENT MANAGEMENT, LLC0.10%0.64%12,8462011.59%969,745Jun 30, 2024
VIRTUS INVESTMENT ADVISERS, INC.0.06%0.49%7,638--576,593Jun 30, 2024
DE LISLE PARTNERS LLP0.20%0.45%27,034--2,041,473Jun 30, 2024
JACKSON CREEK INVESTMENT ADVISORS LLC0.12%0.44%15,963-28-0.18%1,205,000Jun 30, 2024
OBERWEIS ASSET MANAGEMENT INC/0.70%0.44%95,000--7,171,550Jun 30, 2024
CAPITAL IMPACT ADVISORS, LLC0.01%0.24%1,118-4,617-80.51%84,398Jun 30, 2024
VERSOR INVESTMENTS LP0.09%0.17%12,554-600-4.56%947,701Jun 30, 2024
CLARIVEST ASSET MANAGEMENT LLC0.14%0.14%18,3085122.88%1,382,071Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.48%0.11%64,9223,0604.95%4,900,962Jun 30, 2024
GSA CAPITAL PARTNERS LLP0.14%0.10%19,529-4,027-17.10%1,474,000Jun 30, 2024
UNISON ADVISORS LLC0.07%0.10%10,127940.94%764,488Jun 30, 2024
CORNERCAP INVESTMENT COUNSEL INC0.05%0.09%7,416-64-0.86%559,834Jun 30, 2024
INSPIRE INVESTING, LLC0.08%0.09%10,47310,473100.00%790,607Jun 30, 2024
OCCUDO QUANTITATIVE STRATEGIES LP0.05%0.08%6,209-40-0.64%468,717Jun 30, 2024
DANA INVESTMENT ADVISORS, INC.0.20%0.08%26,400-65,382-71.24%1,992,936Jun 30, 2024
SEGALL BRYANT & HAMILL, LLC0.45%0.08%60,43960,439100.00%4,562,540Jun 30, 2024
PALOUSE CAPITAL MANAGEMENT, INC.0.01%0.08%1,523513.46%114,971Jun 30, 2024

The largest Preferred Bank shareholder by % of total assets is STIEVEN CAPITAL ADVISORS, L.P.. The company owns 177.44K shares of Preferred Bank (PFBC), representing 2.97% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
LSV ASSET MANAGEMENT1.27%0.03%171,33093,815121.03%12,934,000Jun 30, 2024
INVESCO LTD.0.95%0.00%128,41565,465104.00%9,694,049Jun 30, 2024
FIRST TRUST ADVISORS LP0.53%0.01%71,44262,067662.05%5,393,156Jun 30, 2024
SEGALL BRYANT & HAMILL, LLC0.45%0.08%60,43960,439100.00%4,562,540Jun 30, 2024
GOLDMAN SACHS GROUP INC1.67%0.00%225,29139,39621.19%17,007,187Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.25%0.00%34,27628,810527.08%2,587,495Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.52%0.00%340,31423,1297.29%25,694,637Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC0.58%0.01%77,74515,39124.68%5,868,942Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.17%0.00%23,27813,424136.23%1,757,256Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.09%0.02%12,76212,2922615.32%963,404Jun 30, 2024
INSPIRE INVESTING, LLC0.08%0.09%10,47310,473100.00%790,607Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.16%0.01%21,1239,73285.44%1,594,575Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC3.89%0.01%525,6108,2321.59%39,678,299Jun 30, 2024
UBS GROUP AG0.15%0.00%20,4167,68760.39%1,541,203Jun 30, 2024
TREXQUANT INVESTMENT LP0.06%0.01%7,5787,578100.00%572,063Jun 30, 2024
HIGHTOWER ADVISORS, LLC0.08%0.00%10,7207,350218.10%811,000Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.05%0.00%7,1967,196100.00%543,226Jun 30, 2024
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM0.05%0.00%7,1697,169100.00%541,188Jun 30, 2024
GREAT WEST LIFE ASSURANCE CO /CAN/0.13%0.00%17,9966,63058.33%1,359,000Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.05%0.00%6,5086,508100.00%491,289Jun 30, 2024

As of Jun 30 2024, Preferred Bank's largest institutional buyer is LSV ASSET MANAGEMENT. The company purchased 93.81K stocks of PFBC, valued at $12.93M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
DANA INVESTMENT ADVISORS, INC.0.20%0.08%26,400-65,382-71.24%1,992,936Jun 30, 2024
HSBC HOLDINGS PLC1.72%0.01%231,926-48,881-17.41%17,695,954Jun 30, 2024
JPMORGAN CHASE & CO1.11%0.00%150,128-27,453-15.46%11,333,162Jun 30, 2024
BOSTON PARTNERS3.27%0.04%442,225-20,242-4.38%33,407,112Jun 30, 2024
STATE STREET CORP4.37%0.00%590,227-14,613-2.42%44,556,236,000Jun 30, 2024
JACOBS LEVY EQUITY MANAGEMENT, INC0.08%0.00%11,065-14,226-56.25%835,297Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.55%0.01%74,355-14,100-15.94%5,613,059Jun 30, 2024
STIEVEN CAPITAL ADVISORS, L.P.1.31%2.97%177,435-12,600-6.63%13,394,568Jun 30, 2024
MORGAN STANLEY1.50%0.00%203,073-10,886-5.09%15,330,039Jun 30, 2024
TUDOR INVESTMENT CORP ET AL0.21%0.01%28,352-10,861-27.70%2,140,292Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.66%0.00%88,860-9,627-9.77%6,708,041Jun 30, 2024
AMERICAN CENTURY COMPANIES INC1.51%0.01%204,465-9,012-4.22%15,435,063Jun 30, 2024
BARCLAYS PLC0.12%0.00%16,051-8,402-34.36%1,212,000Jun 30, 2024
ALGERT GLOBAL LLC----7,164-100.00%-Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.0.07%0.00%8,812-6,959-44.13%665,218Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----6,874-100.00%-Jun 30, 2024
JANNEY MONTGOMERY SCOTT LLC----6,107-100.00%-Jun 30, 2024
AMERIPRISE FINANCIAL INC0.46%0.00%62,235-5,977-8.76%4,698,103Jun 30, 2024
GALLACHER CAPITAL MANAGEMENT LLC----5,030-100.00%-Jun 30, 2024
NORTHERN TRUST CORP1.33%0.00%179,556-4,767-2.59%13,554,683,000Jun 30, 2024

As of Jun 30 2024, Preferred Bank's biggest institutional seller is DANA INVESTMENT ADVISORS, INC.. The company sold -65.38K shares of PFBC, valued at $1.99M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SEGALL BRYANT & HAMILL, LLC0.45%0.08%60,43960,439100.00%4,562,540Jun 30, 2024
INSPIRE INVESTING, LLC0.08%0.09%10,47310,473100.00%790,607Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.05%0.00%7,1967,196100.00%543,226Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.05%0.00%6,5086,508100.00%491,289Jun 30, 2024
D. E. SHAW & CO., INC.0.04%0.00%6,0226,022100.00%454,601Jun 30, 2024
INTECH INVESTMENT MANAGEMENT LLC0.04%0.01%5,4795,479100.00%413,610Jun 30, 2024
JUPITER ASSET MANAGEMENT LTD0.04%0.00%5,4105,410100.00%408,401Jun 30, 2024
BANK OF MONTREAL /CAN/0.03%0.00%4,2804,280100.00%324,809Jun 30, 2024
DENALI ADVISORS LLC0.02%0.07%3,3003,300100.00%249,117Jun 30, 2024
SAVANT CAPITAL, LLC0.02%0.00%3,1683,168100.00%239,153Jun 30, 2024
MARINER, LLC0.02%0.00%2,8902,890100.00%218,186Jun 30, 2024
PICTON MAHONEY ASSET MANAGEMENT0.02%0.01%2,1372,137100.00%161,000Jun 30, 2024
AMUNDI0.01%0.00%1,8811,881100.00%140,473Jun 30, 2024
ADVISORS ASSET MANAGEMENT, INC.0.00%0.00%648648100.00%48,918Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC0.00%0.01%439439100.00%33,140Jun 30, 2024
SMARTLEAF ASSET MANAGEMENT LLC0.00%0.00%247247100.00%18,243Jun 30, 2024
QUARRY LP0.00%0.00%175175100.00%13,210Jun 30, 2024
SRS CAPITAL ADVISORS, INC.0.00%0.00%156156100.00%11,777Jun 30, 2024
CULLEN/FROST BANKERS, INC.0.00%0.00%6969100.00%5,209Jun 30, 2024
MATHER GROUP, LLC.0.00%-3030100.00%2,303Jun 30, 2024
CREEKMUR ASSET MANAGEMENT LLC0.00%0.00%2626100.00%1,963Jun 30, 2024
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.0.00%0.00%2020100.00%1,509Jun 30, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.00%-1717100.00%1,246Jun 30, 2024
GLEN EAGLE ADVISORS, LLC0.00%0.00%1414100.00%1,057Jun 30, 2024
ABICH FINANCIAL WEALTH MANAGEMENT LLC0.00%0.00%1313100.00%1,018Jun 30, 2024
LARSON FINANCIAL GROUP LLC--11100.00%75Jun 30, 2024
TFC FINANCIAL MANAGEMENT, INC.--11100.00%76Jun 30, 2024

Preferred Bank's largest new institutional shareholder by number of shares is SEGALL BRYANT & HAMILL, LLC, purchased 60.44K shares, valued at $4.56M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ALGERT GLOBAL LLC----7,164-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----6,874-100.00%-Jun 30, 2024
JANNEY MONTGOMERY SCOTT LLC----6,107-100.00%-Jun 30, 2024
GALLACHER CAPITAL MANAGEMENT LLC----5,030-100.00%-Jun 30, 2024
TD ASSET MANAGEMENT INC----4,600-100.00%-Jun 30, 2024
OLYMPIAD RESEARCH LP----3,915-100.00%-Jun 30, 2024
PRELUDE CAPITAL MANAGEMENT, LLC----3,758-100.00%-Jun 30, 2024
JUMP FINANCIAL, LLC----3,322-100.00%-Jun 30, 2024
NUMERAI GP LLC----2,937-100.00%-Jun 30, 2024
CENTIVA CAPITAL, LP----2,903-100.00%-Jun 30, 2024
SG AMERICAS SECURITIES, LLC----1,543-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----668-100.00%-Jun 30, 2024
GLADIUS CAPITAL MANAGEMENT LP----495-100.00%-Jun 30, 2024
COPELAND CAPITAL MANAGEMENT, LLC----459-100.00%-Jun 30, 2024
ENTRYPOINT CAPITAL, LLC----318-100.00%-Jun 30, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.----309-100.00%-Jun 30, 2024
SIGNATUREFD, LLC----11-100.00%-Jun 30, 2024

Preferred Bank's largest sold out institutional shareholder by shares sold is ALGERT GLOBAL LLC, sold -7.16K shares, valued at -, as of undefined.

Preferred Bank Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
THOMPSON IM FUNDS INC0.65%10,240,000--Feb 29, 2024
CORNERCAP GROUP OF FUNDS /VA/0.11%8,294--Sep 30, 2022
OBERWEIS FUNDS0.09%95,0005,4006.03%Mar 31, 2024
T. Rowe Price Small-Cap Value Fund, Inc.0.08%637,50971,80012.69%Mar 31, 2024
T. Rowe Price Financial Services Fund, Inc.0.07%56,713--Mar 31, 2024
AMERICAN PENSION INVESTORS TRUST0.07%400,000--Jan 31, 2024
Vericimetry Funds0.04%3,270--Mar 31, 2024
ROYCE VALUE TRUST, INC.0.03%23,072-3,183-12.12%Mar 31, 2024
EntrepreneurShares Series Trust0.02%5,735-2,825-33.00%Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS0.02%9,931--Mar 31, 2024
Zacks Trust0.02%1,722942120.77%Feb 29, 2024
VANGUARD ADMIRAL FUNDS0.02%67,816-544-0.80%Feb 29, 2024
Angel Oak Funds Trust0.02%1,301,000--Jan 31, 2024
FRONTIER FUNDS, INC.0.02%5,936--Mar 31, 2024
TRUST FOR PROFESSIONAL MANAGERS0.01%4,500,000--Feb 29, 2024
SARATOGA ADVANTAGE TRUST0.01%743141.92%Feb 29, 2024
STATE STREET INSTITUTIONAL FUNDS0.01%9,4369,436-Mar 31, 2024
BNY MELLON INDEX FUNDS, INC.0.01%12,832-1,996-13.46%Jan 31, 2024
Federated Hermes MDT Series0.01%27,6945672.09%Jan 31, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.01%6,212--Mar 31, 2024
BRIDGEWAY FUNDS INC0.01%20,833--Mar 28, 2024
AMG Funds I0.01%15,290--Jan 31, 2024
Bernstein Fund Inc0.01%62,886--Mar 31, 2024
PUTNAM INVESTMENT FUNDS0.01%34,500--Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.01%26,495--Jan 31, 2024
T. Rowe Price Quantitative Management Funds, Inc.0.01%16,5982341.43%Mar 31, 2024
AMG FUNDS III0.01%26,437--Mar 28, 2024
World Funds Trust0.00%60,8957,99615.12%Jan 31, 2024
ROYCE FUND0.00%30,716--Mar 31, 2024
NUVEEN INVESTMENT FUNDS INC0.00%147,6812,0551.41%Jan 31, 2024
Legg Mason ETF Investment Trust0.00%6,949-2,121-23.38%Mar 31, 2024
IndexIQ ETF Trust0.00%7,735--Jan 31, 2024
FIRST TRUST VARIABLE INSURANCE TRUST0.00%16,497--Mar 28, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.00%1,921--Mar 31, 2024
FORUM FUNDS II0.00%3,181331.05%Mar 31, 2024
PFM Multi-Manager Series Trust0.00%2,3001496.93%Dec 31, 2023
Columbia Funds Variable Series Trust II0.00%85,447--Mar 31, 2024
HOTCHKIS & WILEY FUNDS /DE/0.00%32,700--Mar 31, 2024
Fidelity Commonwealth Trust II0.00%15,828-3,197-16.80%Aug 31, 2023
TIAA SEPARATE ACCOUNT VA 10.00%510--Mar 31, 2024
FIDELITY CAPITAL TRUST0.00%23,086--Jan 31, 2024
BNY Mellon Strategic Funds, Inc.0.00%4,700--Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.00%12,047--Mar 31, 2024
AMERICAN CENTURY ETF TRUST0.00%190,36247,54333.29%Feb 29, 2024
EXCHANGE TRADED CONCEPTS TRUST0.00%8,800--Feb 29, 2024
VANGUARD INDEX FUNDS0.00%573,299-174,593-23.34%Mar 31, 2024
Lattice Strategies Trust0.00%2,03954636.57%Mar 31, 2024
SYNTAX ETF TRUST0.00%37-5-11.90%Mar 31, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%4,2121,98589.13%Mar 31, 2024
RYDEX VARIABLE TRUST0.00%1,109-1,475-57.08%Dec 31, 2023
JNL VARIABLE FUND LLC0.00%5,063--Mar 31, 2020
RBB FUND, INC.0.00%84,685-594-0.70%Feb 29, 2024
SCHWAB CAPITAL TRUST0.00%35,583-1,440-3.89%Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.00%6,840-376-5.21%Mar 31, 2024
Principal Exchange-Traded Funds0.00%8,2542,05333.11%Mar 31, 2024
TIAA-CREF LIFE FUNDS0.00%1,82138726.99%Mar 31, 2024
FIDELITY PURITAN TRUST0.00%30,800--Jan 31, 2024
FIDELITY CONCORD STREET TRUST0.00%123,5636450.52%Feb 29, 2024
TIMOTHY PLAN0.00%2,683--Mar 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%527,27586,21719.55%Jan 31, 2024
Calvert Variable Products, Inc.0.00%1,331--Mar 31, 2024
FIDELITY SECURITIES FUND0.00%45,154--Jan 31, 2024
PUTNAM VARIABLE TRUST0.00%17,560--Mar 31, 2024
FIDELITY COMMONWEALTH TRUST0.00%1,508--Feb 29, 2024
VANGUARD TAX-MANAGED FUNDS0.00%96,124-1,502-1.54%Mar 31, 2024
AdvisorShares Trust0.00%1,759--Mar 28, 2024
NORTHWESTERN MUTUAL SERIES FUND INC0.00%47,08542,354895.24%Mar 31, 2024
ALPS ETF Trust0.00%4,943-349-6.59%Feb 29, 2024
SHELTON FUNDS0.00%622--Feb 29, 2024
Dimensional ETF Trust0.00%147,53412,0718.91%Jan 31, 2024
North Square Investments Trust0.00%3,150--Jan 31, 2024
USCF ETF Trust0.00%60--Mar 31, 2024
ADVISORS' INNER CIRCLE FUND0.00%6,998--Jan 31, 2024
MFS VARIABLE INSURANCE TRUST III0.00%4,858--Mar 31, 2024
RBC FUNDS TRUST0.00%33,8743,93013.12%Mar 28, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%23,5311,1174.98%Jan 31, 2024
UNIFIED SERIES TRUST0.00%4,400--Mar 31, 2024
Virtus Strategy Trust0.00%5,602--Mar 28, 2024
PRAXIS MUTUAL FUNDS0.00%2,910--Dec 31, 2023
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%7,795-591-7.05%Mar 31, 2024
NORTHERN FUNDS0.00%35,742-9,266-20.59%Mar 28, 2024
FIDELITY COVINGTON TRUST0.00%4,5751,16234.05%Jan 31, 2024
ETF Series Solutions0.00%5,092-797-13.53%Feb 29, 2024
STERLING CAPITAL FUNDS0.00%4,822--Mar 28, 2024
VANGUARD HORIZON FUNDS0.00%5,257--Mar 31, 2024
Virtus Investment Trust0.00%7,638--Mar 28, 2024
SunAmerica Specialty Series0.00%114--Apr 30, 2021
PUTNAM ASSET ALLOCATION FUNDS0.00%6,611-103-1.53%Mar 31, 2024
NEW COVENANT FUNDS0.00%845--Dec 31, 2023
COLLEGE RETIREMENT EQUITIES FUND0.00%189,966-20,310-9.66%Mar 31, 2024
BMO FUNDS, INC.0.00%6,825-753-9.94%Nov 30, 2021
T. Rowe Price Index Trust, Inc.0.00%3,878591.54%Mar 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%83418227.91%Mar 31, 2024
RYDEX SERIES FUNDS0.00%720-1,254-63.53%Dec 31, 2023
OPTIMUM FUND TRUST0.00%7,406-7,494-50.30%Mar 28, 2024
PRUDENTIAL SERIES FUND0.00%12,998-200-1.52%Mar 28, 2024
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%8,762-928-9.58%Dec 31, 2023
Horizon Funds0.00%3218737.18%Feb 29, 2024
Managed Portfolio Series0.00%3,460-5,627-61.92%Mar 31, 2024
NATIONWIDE VARIABLE INSURANCE TRUST0.00%20,3552,37813.23%Mar 31, 2024

Preferred Bank's largest mutual fund holder by % of total assets is "THOMPSON IM FUNDS INC", owning 10.24M shares, compromising 0.65% of its total assets.

Preferred Bank Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 242034.10%
31 Mar, 24195-
31 Dec, 231954.84%
30 Sep, 231869.41%
30 Jun, 23170-2.30%
31 Mar, 23174-2.79%
31 Dec, 2217916.23%
30 Sep, 22154-3.14%
30 Jun, 22159-1.24%
31 Mar, 2216111.03%
31 Dec, 2114512.40%
30 Sep, 21129-
30 Jun, 21129-4.44%
31 Mar, 21135-4.93%
31 Dec, 2014222.41%
30 Sep, 20116-7.94%
30 Jun, 201269.57%
31 Mar, 20115-13.53%
31 Dec, 19133-2.21%
30 Sep, 19136-
30 Jun, 19136-4.23%
31 Mar, 191425.97%
31 Dec, 18134-3.60%
30 Sep, 181390.72%
30 Jun, 18138-2.82%
31 Mar, 181423.65%
31 Dec, 171378.73%
30 Sep, 17126-0.79%
30 Jun, 17127-7.30%
31 Mar, 171375.38%
31 Dec, 1613023.81%
30 Sep, 161051.94%
30 Jun, 161034.04%
31 Mar, 16994.21%
31 Dec, 15952.15%
30 Sep, 15938.14%
30 Jun, 15868.86%
31 Mar, 15792.60%
31 Dec, 14778.45%
30 Sep, 1471-5.33%
30 Jun, 1475-
31 Mar, 147511.94%
31 Dec, 13679.84%
30 Sep, 136124.49%
30 Jun, 1349226.67%
31 Mar, 1315-6.25%
31 Dec, 1216-20.00%
30 Sep, 1220-
30 Jun, 1220150.00%
31 Mar, 128-
31 Dec, 118-11.11%
30 Sep, 119125.00%
30 Jun, 114-

As of 30 Jun 24, 203 institutions are holding Preferred Bank's shares, representing an increase of 4.10% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2410,948,6992.07%
31 Mar, 2410,726,8152.21%
31 Dec, 2310,494,9190.50%
30 Sep, 2310,442,894-3.33%
30 Jun, 2310,802,410-3.43%
31 Mar, 2311,186,5070.19%
31 Dec, 2211,165,1354.15%
30 Sep, 2210,720,676-2.47%
30 Jun, 2210,991,632-1.59%
31 Mar, 2211,169,3751.35%
31 Dec, 2111,020,635-0.14%
30 Sep, 2111,035,842-1.94%
30 Jun, 2111,253,982-1.29%
31 Mar, 2111,401,1331.53%
31 Dec, 2011,229,341-2.17%
30 Sep, 2011,478,515-2.29%
30 Jun, 2011,748,0440.09%
31 Mar, 2011,737,571-0.21%
31 Dec, 1911,762,3931.12%
30 Sep, 1911,632,484-0.40%
30 Jun, 1911,679,5660.16%
31 Mar, 1911,661,239-2.38%
31 Dec, 1811,944,972-2.87%
30 Sep, 1812,297,8085.62%
30 Jun, 1811,643,7931.55%
31 Mar, 1811,465,7803.43%
31 Dec, 1711,085,2134.89%
30 Sep, 1710,568,5881.83%
30 Jun, 1710,378,9064.84%
31 Mar, 179,899,9364.21%
31 Dec, 169,500,3077.66%
30 Sep, 168,824,72111.16%
30 Jun, 167,938,5881.54%
31 Mar, 167,818,1892.39%
31 Dec, 157,635,683-0.80%
30 Sep, 157,697,6353.81%
30 Jun, 157,414,8121.51%
31 Mar, 157,304,3181.50%
31 Dec, 147,196,0833.11%
30 Sep, 146,978,9961.88%
30 Jun, 146,849,9561.02%
31 Mar, 146,780,9459.11%
31 Dec, 136,214,5846.40%
30 Sep, 135,840,6581.83%
30 Jun, 135,735,61272.45%
31 Mar, 133,325,9103.50%
31 Dec, 123,213,529-4.12%
30 Sep, 123,351,5439.36%
30 Jun, 123,064,59655.15%
31 Mar, 121,975,267-39.89%
31 Dec, 113,286,20513.91%
30 Sep, 112,885,03463.41%
30 Jun, 111,765,535-

Preferred Bank (PFBC) has 10.95M shares outstanding as of 30 Jun 24, up 2.07% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2481.05%1.40%
31 Mar, 2476.10%1.34%
31 Dec, 2375.36%1.44%
30 Sep, 2372.42%1.29%
30 Jun, 2374.86%1.25%
31 Mar, 2377.52%1.32%
31 Dec, 2276.58%1.38%
30 Sep, 2274.41%1.35%
30 Jun, 2274.31%1.30%
31 Mar, 2275.65%1.38%
31 Dec, 2174.04%1.35%
30 Sep, 2174.14%1.31%
30 Jun, 2175.25%1.29%
31 Mar, 2176.26%1.34%
31 Dec, 2075.44%1.27%
30 Sep, 2077.07%1.24%
30 Jun, 2078.96%1.27%
31 Mar, 2078.93%1.26%
31 Dec, 1979.10%1.33%
30 Sep, 1977.08%1.30%
30 Jun, 1976.98%1.30%
31 Mar, 1976.99%1.24%
31 Dec, 1878.87%1.18%
30 Sep, 1881.64%1.37%
30 Jun, 1877.30%1.33%
31 Mar, 1876.26%1.29%
31 Dec, 1776.77%1.42%
30 Sep, 1773.50%1.40%
30 Jun, 1772.34%1.51%
31 Mar, 1769.16%1.48%
31 Dec, 1668.43%1.70%
30 Sep, 1663.49%1.93%
30 Jun, 1657.31%1.78%
31 Mar, 1656.67%1.85%
31 Dec, 1555.34%1.70%
30 Sep, 1556.98%1.88%
30 Jun, 1555.00%1.85%
31 Mar, 1554.52%1.89%
31 Dec, 1453.71%1.95%
30 Sep, 1452.43%1.97%
30 Jun, 1451.65%1.97%
31 Mar, 1451.21%2.32%
31 Dec, 1346.93%2.37%
30 Sep, 1344.54%2.32%
30 Jun, 1343.83%6.77%
31 Mar, 1325.44%4.20%
31 Dec, 1224.62%3.74%
30 Sep, 1225.66%4.65%
30 Jun, 1223.48%10.21%
31 Mar, 1215.17%2.38%
31 Dec, 1125.23%5.14%
30 Sep, 1122.17%12.01%
30 Jun, 1113.58%-

As of 30 Jun 24, Preferred Bank is held by 81.05% institutional shareholders, representing a 1.40% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2410230.77%
31 Mar, 2478-20.41%
31 Dec, 23987.69%
30 Sep, 23919.64%
30 Jun, 2383-5.68%
31 Mar, 23881.15%
31 Dec, 228733.85%
30 Sep, 2265-8.45%
30 Jun, 2271-
31 Mar, 227116.39%
31 Dec, 216119.61%
30 Sep, 21514.08%
30 Jun, 2149-15.52%
31 Mar, 2158-12.12%
31 Dec, 206653.49%
30 Sep, 2043-29.51%
30 Jun, 206112.96%
31 Mar, 2054-14.29%
31 Dec, 19633.28%
30 Sep, 1961-14.08%
30 Jun, 1971-10.13%
31 Mar, 19791.28%
31 Dec, 18782.63%
30 Sep, 18761.33%
30 Jun, 1875-
31 Mar, 1875-1.32%
31 Dec, 177633.33%
30 Sep, 1757-25.97%
30 Jun, 17776.94%
31 Mar, 1772-12.20%
31 Dec, 168230.16%
30 Sep, 166321.15%
30 Jun, 1652-
31 Mar, 16521.96%
31 Dec, 15512.00%
30 Sep, 15504.17%
30 Jun, 154826.32%
31 Mar, 1538-9.52%
31 Dec, 144275.00%
30 Sep, 1424-33.33%
30 Jun, 1436-25.00%
31 Mar, 14489.09%
31 Dec, 134412.82%
30 Sep, 1339-7.14%
30 Jun, 1342366.67%
31 Mar, 13912.50%
31 Dec, 128-42.86%
30 Sep, 1214-12.50%
30 Jun, 1216128.57%
31 Mar, 12775.00%
31 Dec, 114-55.56%
30 Sep, 119125.00%
30 Jun, 114-

102 institutional shareholders have increased their position in PFBC stock as of 30 Jun 24 compared to 78 in the previous quarter (a 30.77% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2471-15.48%
31 Mar, 248418.31%
31 Dec, 23712.90%
30 Sep, 236915.00%
30 Jun, 2360-6.25%
31 Mar, 23643.23%
31 Dec, 2262-4.62%
30 Sep, 226512.07%
30 Jun, 2258-6.45%
31 Mar, 226212.73%
31 Dec, 215512.24%
30 Sep, 2149-9.26%
30 Jun, 2154-1.82%
31 Mar, 21553.77%
31 Dec, 2053-1.85%
30 Sep, 205428.57%
30 Jun, 20425.00%
31 Mar, 2040-21.57%
31 Dec, 19514.08%
30 Sep, 19494.26%
30 Jun, 19479.30%
31 Mar, 19434.88%
31 Dec, 1841-8.89%
30 Sep, 18452.27%
30 Jun, 1844-8.33%
31 Mar, 18486.67%
31 Dec, 1745-
30 Sep, 174540.63%
30 Jun, 1732-36.00%
31 Mar, 175031.58%
31 Dec, 163840.74%
30 Sep, 1627-22.86%
30 Jun, 163512.90%
31 Mar, 1631-
31 Dec, 153114.81%
30 Sep, 15273.85%
30 Jun, 15268.33%
31 Mar, 152414.29%
31 Dec, 1421-34.38%
30 Sep, 14326.67%
30 Jun, 1430114.29%
31 Mar, 1414-17.65%
31 Dec, 131713.33%
30 Sep, 1315150.00%
30 Jun, 136100.00%
31 Mar, 133-40.00%
31 Dec, 12566.67%
30 Sep, 123-
30 Jun, 12--
31 Mar, 12--100.00%
31 Dec, 111-
30 Sep, 11--
30 Jun, 11--

71 institutional shareholders have reduced their position in PFBC stock as of 30 Jun 24 compared to 84 in the previous quarter (a -15.48% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 242034.10%10,948,6992.07%81.05%1.40%10230.77%71-15.48%
31 Mar, 24195-10,726,8152.21%76.10%1.34%78-20.41%8418.31%
31 Dec, 231954.84%10,494,9190.50%75.36%1.44%987.69%712.90%
30 Sep, 231869.41%10,442,894-3.33%72.42%1.29%919.64%6915.00%
30 Jun, 23170-2.30%10,802,410-3.43%74.86%1.25%83-5.68%60-6.25%
31 Mar, 23174-2.79%11,186,5070.19%77.52%1.32%881.15%643.23%
31 Dec, 2217916.23%11,165,1354.15%76.58%1.38%8733.85%62-4.62%
30 Sep, 22154-3.14%10,720,676-2.47%74.41%1.35%65-8.45%6512.07%
30 Jun, 22159-1.24%10,991,632-1.59%74.31%1.30%71-58-6.45%
31 Mar, 2216111.03%11,169,3751.35%75.65%1.38%7116.39%6212.73%
31 Dec, 2114512.40%11,020,635-0.14%74.04%1.35%6119.61%5512.24%
30 Sep, 21129-11,035,842-1.94%74.14%1.31%514.08%49-9.26%
30 Jun, 21129-4.44%11,253,982-1.29%75.25%1.29%49-15.52%54-1.82%
31 Mar, 21135-4.93%11,401,1331.53%76.26%1.34%58-12.12%553.77%
31 Dec, 2014222.41%11,229,341-2.17%75.44%1.27%6653.49%53-1.85%
30 Sep, 20116-7.94%11,478,515-2.29%77.07%1.24%43-29.51%5428.57%
30 Jun, 201269.57%11,748,0440.09%78.96%1.27%6112.96%425.00%
31 Mar, 20115-13.53%11,737,571-0.21%78.93%1.26%54-14.29%40-21.57%
31 Dec, 19133-2.21%11,762,3931.12%79.10%1.33%633.28%514.08%
30 Sep, 19136-11,632,484-0.40%77.08%1.30%61-14.08%494.26%
30 Jun, 19136-4.23%11,679,5660.16%76.98%1.30%71-10.13%479.30%
31 Mar, 191425.97%11,661,239-2.38%76.99%1.24%791.28%434.88%
31 Dec, 18134-3.60%11,944,972-2.87%78.87%1.18%782.63%41-8.89%
30 Sep, 181390.72%12,297,8085.62%81.64%1.37%761.33%452.27%
30 Jun, 18138-2.82%11,643,7931.55%77.30%1.33%75-44-8.33%
31 Mar, 181423.65%11,465,7803.43%76.26%1.29%75-1.32%486.67%
31 Dec, 171378.73%11,085,2134.89%76.77%1.42%7633.33%45-
30 Sep, 17126-0.79%10,568,5881.83%73.50%1.40%57-25.97%4540.63%
30 Jun, 17127-7.30%10,378,9064.84%72.34%1.51%776.94%32-36.00%
31 Mar, 171375.38%9,899,9364.21%69.16%1.48%72-12.20%5031.58%
31 Dec, 1613023.81%9,500,3077.66%68.43%1.70%8230.16%3840.74%
30 Sep, 161051.94%8,824,72111.16%63.49%1.93%6321.15%27-22.86%
30 Jun, 161034.04%7,938,5881.54%57.31%1.78%52-3512.90%
31 Mar, 16994.21%7,818,1892.39%56.67%1.85%521.96%31-
31 Dec, 15952.15%7,635,683-0.80%55.34%1.70%512.00%3114.81%
30 Sep, 15938.14%7,697,6353.81%56.98%1.88%504.17%273.85%
30 Jun, 15868.86%7,414,8121.51%55.00%1.85%4826.32%268.33%
31 Mar, 15792.60%7,304,3181.50%54.52%1.89%38-9.52%2414.29%
31 Dec, 14778.45%7,196,0833.11%53.71%1.95%4275.00%21-34.38%
30 Sep, 1471-5.33%6,978,9961.88%52.43%1.97%24-33.33%326.67%
30 Jun, 1475-6,849,9561.02%51.65%1.97%36-25.00%30114.29%
31 Mar, 147511.94%6,780,9459.11%51.21%2.32%489.09%14-17.65%
31 Dec, 13679.84%6,214,5846.40%46.93%2.37%4412.82%1713.33%
30 Sep, 136124.49%5,840,6581.83%44.54%2.32%39-7.14%15150.00%
30 Jun, 1349226.67%5,735,61272.45%43.83%6.77%42366.67%6100.00%
31 Mar, 1315-6.25%3,325,9103.50%25.44%4.20%912.50%3-40.00%
31 Dec, 1216-20.00%3,213,529-4.12%24.62%3.74%8-42.86%566.67%
30 Sep, 1220-3,351,5439.36%25.66%4.65%14-12.50%3-
30 Jun, 1220150.00%3,064,59655.15%23.48%10.21%16128.57%--
31 Mar, 128-1,975,267-39.89%15.17%2.38%775.00%--100.00%
31 Dec, 118-11.11%3,286,20513.91%25.23%5.14%4-55.56%1-
30 Sep, 119125.00%2,885,03463.41%22.17%12.01%9125.00%--
30 Jun, 114-1,765,535-13.58%-4---

Preferred Bank Peer Ownership


TickerCompany
QCRHQCR Holdings, Inc.
PPBIPacific Premier Bancorp, Inc.
HFWAHeritage Financial Corporation
LKFNLakeland Financial Corporation
PGCPeapack-Gladstone Financial Corporation

PFBC Ownership FAQ


Preferred Bank is owned by institutional shareholders (81.05%), insiders (0.96%), and public (18.00%). The largest institutional shareholder of Preferred Bank is BLACKROCK INC. (9.81% of total shares) and the top mutual fund owner is THOMPSON IM FUNDS INC (0.65% of total shares).

Preferred Bank's major institutional shareholders are BLACKROCK INC., T. ROWE PRICE INVESTMENT MANAGEMENT, INC., VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, and STATE STREET CORP. The top five shareholders own together 33.67% of the company's share outstanding.

As of Jun 2024, there are 203 institutional shareholders of Preferred Bank.

BLACKROCK INC owns 1.33M shares of Preferred Bank, representing 9.81% of the company's total shares outstanding, valued at $100.04M (as of Jun 2024).

As of Jun 2024, T. ROWE PRICE INVESTMENT MANAGEMENT, INC holds 1.08M shares of Preferred Bank (PFBC), compromising 8.00% of the company, valued at $81.58M.

VANGUARD GROUP INC is the third largest holder of Preferred Bank. The company owns 872.19K of the company's shares outstanding (worth $65.84M).