Preferred Bank Ownership | Who Owns Preferred Bank?

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Preferred Bank Ownership Summary

Preferred Bank is owned by 83.50% institutional investors, 0.96% insiders, and 15.54% retail investors. Blackrock is the largest institutional shareholder, holding 9.81% of PFBC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.05% of its assets in Preferred Bank shares.

PFBC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Preferred Bank	83.50%	0.96%	15.54%
Sector	Financial Services Stocks	86.48%	14.02%	-0.50%
Industry	Regional Banks Stocks	51.80%	12.03%	36.18%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	1.33M	9.81%	$100.04M
T. rowe price investment management	1.08M	8.00%	$81.58M
Vanguard group	872.19K	6.46%	$65.84M
Dimensional fund advisors lp	680.34K	5.04%	$51.36M
State street	590.23K	4.37%	$44.56M
Nuveen asset management	525.61K	3.89%	$39.68M
Boston partners	442.23K	3.27%	$33.41M
Charles schwab investment management	408.64K	3.02%	$30.85M
Geode capital management	340.31K	2.52%	$25.69M
Hsbc	231.93K	1.72%	$17.70M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Stieven capital advisors	177.44K	2.97%	$13.39M
Kestrel investment management	41.25K	2.06%	$3.11M
Maltese capital management	124.62K	1.74%	$9.41M
Summerhaven investment management	10.26K	0.55%	$885.83K
Virtus investment advisers	7.64K	0.49%	$576.59K
De lisle partners llp	27.03K	0.45%	$2.04M
Dana investment advisors	98.59K	0.25%	$7.44M
Versor investments lp	12.55K	0.17%	$947.70K
Clarivest asset management	18.31K	0.14%	$1.38M
Bridgeway capital management	64.92K	0.11%	$4.90M

Top Buyers

Holder	Shares	% Assets	Change
Lsv asset management	171.33K	0.03%	93.81K
Invesco	128.41K	0.00%	65.47K
First trust advisors lp	71.44K	0.01%	62.07K
Segall bryant & hamill	60.44K	0.08%	60.44K
Goldman sachs group	225.29K	0.00%	39.40K

Top Sellers

Holder	Shares	% Assets	Change
Oberweis asset management inc/	-	-	-95.00K
Hsbc	231.93K	0.01%	-48.88K
Jpmorgan chase	150.13K	0.00%	-27.45K
Zacks investment management	-	-	-25.59K
Boston partners	442.23K	0.04%	-20.24K

New Positions

Holder	Shares	% Assets	Change	Value
Segall bryant & hamill	60.44K	0.08%	60.44K	$4.56M
Corebridge financial	7.20K	0.00%	7.20K	$543.23K
Mirae asset global etfs	6.51K	0.00%	6.51K	$491.29K
D. e. shaw	6.02K	0.00%	6.02K	$454.60K
Intech investment management	5.48K	0.01%	5.48K	$413.61K

Sold Out

Holder	Change
Mendota financial group	-1.00
Signaturefd	-11.00
Abich financial wealth management	-13.00
Creekmur asset management	-26.00
Continuum advisory	-33.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	216	3.35%	11,129,232	0.85%	83	1.22%	101	-4.72%	77	10.00%
Jun 30, 2024	206	5.64%	11,031,323	2.84%	81	1.41%	104	33.33%	70	-16.67%
Mar 31, 2024	195	-	10,726,815	2.21%	76	1.34%	78	-20.41%	84	18.31%
Dec 31, 2023	195	4.84%	10,494,919	0.50%	75	1.44%	98	7.69%	71	2.90%
Sep 30, 2023	186	9.41%	10,442,894	-3.33%	72	1.29%	91	9.64%	69	15.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	797.39K	6.05%	-
T. Rowe Price Small-Cap Value	658.02K	4.99%	-
Vanguard Total Stock Mkt Idx Inv	390.92K	2.96%	-
T. Rowe Price U.S. SC Value Eq Tr-Z	357.24K	2.71%	6.40K
Schwab US Dividend Equity ETF™	314.46K	2.38%	306.00
CREF Stock R1	220.15K	1.67%	26.18K
iShares Russell 2000 ETF	195.35K	1.48%	-
Vanguard Institutional Extnd Mkt Idx Tr	188.73K	1.43%	-4.35K
Avantis US Small Cap Value ETF	146.39K	1.11%	208.00
Fidelity Small Cap Index	127.22K	0.96%	463.00

PFBC Ownership FAQ

Who Owns Preferred Bank?

Preferred Bank shareholders are primarily institutional investors at 83.50%, followed by 0.96% insiders and 15.54% retail investors. The average institutional ownership in Preferred Bank's industry, Regional Banks Stocks, is 51.80%, which Preferred Bank exceeds.

Who owns the most shares of Preferred Bank?

Preferred Bank’s largest shareholders are Blackrock (1.33M shares, 9.81%), T. rowe price investment management (1.08M shares, 8.00%), and Vanguard group (872.19K shares, 6.46%). Together, they hold 24.27% of Preferred Bank’s total shares outstanding.

Does Blackrock own Preferred Bank?

Yes, BlackRock owns 9.81% of Preferred Bank, totaling 1.33M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 100.04M$. In the last quarter, BlackRock decreased its holdings by -2.159K shares, a -0.16% change.

Who is Preferred Bank’s biggest shareholder by percentage of total assets invested?

Stieven capital advisors is Preferred Bank’s biggest shareholder by percentage of total assets invested, with 2.97% of its assets in 177.44K Preferred Bank shares, valued at 13.39M$.

Who is the top mutual fund holder of Preferred Bank shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Preferred Bank shares, with 6.05% of its total shares outstanding invested in 797.39K Preferred Bank shares.

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