Preferred Bank Ownership 2024 | Who Owns Preferred Bank Now?
Institutional Ownership
81.05%
Insider Ownership
0.98%
Retail Ownership
17.97%
Institutional Holders
203.00
Preferred Bank Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 9.81% | 0.00% | 1,325,261 | -2,159 | -0.16% | 100,043,955 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 8.00% | 0.05% | 1,080,624 | 6,353 | 0.59% | 81,577,000 | Jun 30, 2024 |
| VANGUARD GROUP INC | 6.46% | 0.00% | 872,191 | 4,118 | 0.47% | 65,841,699 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 5.04% | 0.01% | 680,337 | 4,539 | 0.67% | 51,357,494 | Jun 30, 2024 |
| STATE STREET CORP | 4.37% | 0.00% | 590,227 | -14,613 | -2.42% | 44,556,236,000 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 3.89% | 0.01% | 525,610 | 8,232 | 1.59% | 39,678,299 | Jun 30, 2024 |
| BOSTON PARTNERS | 3.27% | 0.04% | 442,225 | -20,242 | -4.38% | 33,407,112 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.02% | 0.01% | 408,636 | 2,794 | 0.69% | 30,847,932 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.52% | 0.00% | 340,314 | 23,129 | 7.29% | 25,694,637 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 1.72% | 0.01% | 231,926 | -48,881 | -17.41% | 17,695,954 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.67% | 0.00% | 225,291 | 39,396 | 21.19% | 17,007,187 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.51% | 0.01% | 204,465 | -9,012 | -4.22% | 15,435,063 | Jun 30, 2024 |
| MORGAN STANLEY | 1.50% | 0.00% | 203,073 | -10,886 | -5.09% | 15,330,039 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.33% | 0.00% | 179,556 | -4,767 | -2.59% | 13,554,683,000 | Jun 30, 2024 |
| STIEVEN CAPITAL ADVISORS, L.P. | 1.31% | 2.97% | 177,435 | -12,600 | -6.63% | 13,394,568 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 1.27% | 0.03% | 171,330 | 93,815 | 121.03% | 12,934,000 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.18% | 0.00% | 159,501 | -1,375 | -0.85% | 12,040,709 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.11% | 0.00% | 150,128 | -27,453 | -15.46% | 11,333,162 | Jun 30, 2024 |
| PHOCAS FINANCIAL CORP. | 1.07% | 0.04% | 144,314 | -2,735 | -1.86% | 10,894,000 | Jun 30, 2024 |
| INVESCO LTD. | 0.95% | 0.00% | 128,415 | 65,465 | 104.00% | 9,694,049 | Jun 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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| STIEVEN CAPITAL ADVISORS, L.P. | 1.31% | 2.97% | 177,435 | -12,600 | -6.63% | 13,394,568 | Jun 30, 2024 |
| KESTREL INVESTMENT MANAGEMENT CORP | 0.31% | 2.06% | 41,250 | - | - | 3,114,000 | Jun 30, 2024 |
| MALTESE CAPITAL MANAGEMENT LLC | 0.92% | 1.74% | 124,619 | 419 | 0.34% | 9,407,488 | Jun 30, 2024 |
| SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 0.10% | 0.64% | 12,846 | 201 | 1.59% | 969,745 | Jun 30, 2024 |
| VIRTUS INVESTMENT ADVISERS, INC. | 0.06% | 0.49% | 7,638 | - | - | 576,593 | Jun 30, 2024 |
| DE LISLE PARTNERS LLP | 0.20% | 0.45% | 27,034 | - | - | 2,041,473 | Jun 30, 2024 |
| JACKSON CREEK INVESTMENT ADVISORS LLC | 0.12% | 0.44% | 15,963 | -28 | -0.18% | 1,205,000 | Jun 30, 2024 |
| OBERWEIS ASSET MANAGEMENT INC/ | 0.70% | 0.44% | 95,000 | - | - | 7,171,550 | Jun 30, 2024 |
| CAPITAL IMPACT ADVISORS, LLC | 0.01% | 0.24% | 1,118 | -4,617 | -80.51% | 84,398 | Jun 30, 2024 |
| VERSOR INVESTMENTS LP | 0.09% | 0.17% | 12,554 | -600 | -4.56% | 947,701 | Jun 30, 2024 |
| CLARIVEST ASSET MANAGEMENT LLC | 0.14% | 0.14% | 18,308 | 512 | 2.88% | 1,382,071 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.48% | 0.11% | 64,922 | 3,060 | 4.95% | 4,900,962 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.14% | 0.10% | 19,529 | -4,027 | -17.10% | 1,474,000 | Jun 30, 2024 |
| UNISON ADVISORS LLC | 0.07% | 0.10% | 10,127 | 94 | 0.94% | 764,488 | Jun 30, 2024 |
| CORNERCAP INVESTMENT COUNSEL INC | 0.05% | 0.09% | 7,416 | -64 | -0.86% | 559,834 | Jun 30, 2024 |
| INSPIRE INVESTING, LLC | 0.08% | 0.09% | 10,473 | 10,473 | 100.00% | 790,607 | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 0.05% | 0.08% | 6,209 | -40 | -0.64% | 468,717 | Jun 30, 2024 |
| DANA INVESTMENT ADVISORS, INC. | 0.20% | 0.08% | 26,400 | -65,382 | -71.24% | 1,992,936 | Jun 30, 2024 |
| SEGALL BRYANT & HAMILL, LLC | 0.45% | 0.08% | 60,439 | 60,439 | 100.00% | 4,562,540 | Jun 30, 2024 |
| PALOUSE CAPITAL MANAGEMENT, INC. | 0.01% | 0.08% | 1,523 | 51 | 3.46% | 114,971 | Jun 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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| LSV ASSET MANAGEMENT | 1.27% | 0.03% | 171,330 | 93,815 | 121.03% | 12,934,000 | Jun 30, 2024 |
| INVESCO LTD. | 0.95% | 0.00% | 128,415 | 65,465 | 104.00% | 9,694,049 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.53% | 0.01% | 71,442 | 62,067 | 662.05% | 5,393,156 | Jun 30, 2024 |
| SEGALL BRYANT & HAMILL, LLC | 0.45% | 0.08% | 60,439 | 60,439 | 100.00% | 4,562,540 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.67% | 0.00% | 225,291 | 39,396 | 21.19% | 17,007,187 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.25% | 0.00% | 34,276 | 28,810 | 527.08% | 2,587,495 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.52% | 0.00% | 340,314 | 23,129 | 7.29% | 25,694,637 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.58% | 0.01% | 77,745 | 15,391 | 24.68% | 5,868,942 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.17% | 0.00% | 23,278 | 13,424 | 136.23% | 1,757,256 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.09% | 0.02% | 12,762 | 12,292 | 2615.32% | 963,404 | Jun 30, 2024 |
| INSPIRE INVESTING, LLC | 0.08% | 0.09% | 10,473 | 10,473 | 100.00% | 790,607 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.16% | 0.01% | 21,123 | 9,732 | 85.44% | 1,594,575 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 3.89% | 0.01% | 525,610 | 8,232 | 1.59% | 39,678,299 | Jun 30, 2024 |
| UBS GROUP AG | 0.15% | 0.00% | 20,416 | 7,687 | 60.39% | 1,541,203 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.06% | 0.01% | 7,578 | 7,578 | 100.00% | 572,063 | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | 0.08% | 0.00% | 10,720 | 7,350 | 218.10% | 811,000 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 7,196 | 7,196 | 100.00% | 543,226 | Jun 30, 2024 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0.05% | 0.00% | 7,169 | 7,169 | 100.00% | 541,188 | Jun 30, 2024 |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 0.13% | 0.00% | 17,996 | 6,630 | 58.33% | 1,359,000 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 6,508 | 6,508 | 100.00% | 491,289 | Jun 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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DANA INVESTMENT ADVISORS, INC. | 0.20% | 0.08% | 26,400 | -65,382 | -71.24% | 1,992,936 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 1.72% | 0.01% | 231,926 | -48,881 | -17.41% | 17,695,954 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.11% | 0.00% | 150,128 | -27,453 | -15.46% | 11,333,162 | Jun 30, 2024 |
| BOSTON PARTNERS | 3.27% | 0.04% | 442,225 | -20,242 | -4.38% | 33,407,112 | Jun 30, 2024 |
| STATE STREET CORP | 4.37% | 0.00% | 590,227 | -14,613 | -2.42% | 44,556,236,000 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.08% | 0.00% | 11,065 | -14,226 | -56.25% | 835,297 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.55% | 0.01% | 74,355 | -14,100 | -15.94% | 5,613,059 | Jun 30, 2024 |
| STIEVEN CAPITAL ADVISORS, L.P. | 1.31% | 2.97% | 177,435 | -12,600 | -6.63% | 13,394,568 | Jun 30, 2024 |
| MORGAN STANLEY | 1.50% | 0.00% | 203,073 | -10,886 | -5.09% | 15,330,039 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.21% | 0.01% | 28,352 | -10,861 | -27.70% | 2,140,292 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.66% | 0.00% | 88,860 | -9,627 | -9.77% | 6,708,041 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.51% | 0.01% | 204,465 | -9,012 | -4.22% | 15,435,063 | Jun 30, 2024 |
| BARCLAYS PLC | 0.12% | 0.00% | 16,051 | -8,402 | -34.36% | 1,212,000 | Jun 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% | 665,218 | 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 |
| AMERIPRISE FINANCIAL INC | 0.46% | 0.00% | 62,235 | -5,977 | -8.76% | 4,698,103 | Jun 30, 2024 |
| GALLACHER CAPITAL MANAGEMENT LLC | - | - | - | -5,030 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.33% | 0.00% | 179,556 | -4,767 | -2.59% | 13,554,683,000 | Jun 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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SEGALL BRYANT & HAMILL, LLC | 0.45% | 0.08% | 60,439 | 60,439 | 100.00% | 4,562,540 | Jun 30, 2024 |
| INSPIRE INVESTING, LLC | 0.08% | 0.09% | 10,473 | 10,473 | 100.00% | 790,607 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 7,196 | 7,196 | 100.00% | 543,226 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 6,508 | 6,508 | 100.00% | 491,289 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.04% | 0.00% | 6,022 | 6,022 | 100.00% | 454,601 | Jun 30, 2024 |
| INTECH INVESTMENT MANAGEMENT LLC | 0.04% | 0.01% | 5,479 | 5,479 | 100.00% | 413,610 | Jun 30, 2024 |
| JUPITER ASSET MANAGEMENT LTD | 0.04% | 0.00% | 5,410 | 5,410 | 100.00% | 408,401 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.03% | 0.00% | 4,280 | 4,280 | 100.00% | 324,809 | Jun 30, 2024 |
| DENALI ADVISORS LLC | 0.02% | 0.07% | 3,300 | 3,300 | 100.00% | 249,117 | Jun 30, 2024 |
| SAVANT CAPITAL, LLC | 0.02% | 0.00% | 3,168 | 3,168 | 100.00% | 239,153 | Jun 30, 2024 |
| MARINER, LLC | 0.02% | 0.00% | 2,890 | 2,890 | 100.00% | 218,186 | Jun 30, 2024 |
| PICTON MAHONEY ASSET MANAGEMENT | 0.02% | 0.01% | 2,137 | 2,137 | 100.00% | 161,000 | Jun 30, 2024 |
| AMUNDI | 0.01% | 0.00% | 1,881 | 1,881 | 100.00% | 140,473 | Jun 30, 2024 |
| ADVISORS ASSET MANAGEMENT, INC. | 0.00% | 0.00% | 648 | 648 | 100.00% | 48,918 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.01% | 439 | 439 | 100.00% | 33,140 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 247 | 247 | 100.00% | 18,243 | Jun 30, 2024 |
| QUARRY LP | 0.00% | 0.00% | 175 | 175 | 100.00% | 13,210 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 156 | 156 | 100.00% | 11,777 | Jun 30, 2024 |
| CULLEN/FROST BANKERS, INC. | 0.00% | 0.00% | 69 | 69 | 100.00% | 5,209 | Jun 30, 2024 |
| MATHER GROUP, LLC. | 0.00% | - | 30 | 30 | 100.00% | 2,303 | Jun 30, 2024 |
| CREEKMUR ASSET MANAGEMENT LLC | 0.00% | 0.00% | 26 | 26 | 100.00% | 1,963 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.00% | 20 | 20 | 100.00% | 1,509 | Jun 30, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | 0.00% | - | 17 | 17 | 100.00% | 1,246 | Jun 30, 2024 |
| GLEN EAGLE ADVISORS, LLC | 0.00% | 0.00% | 14 | 14 | 100.00% | 1,057 | Jun 30, 2024 |
| ABICH FINANCIAL WEALTH MANAGEMENT LLC | 0.00% | 0.00% | 13 | 13 | 100.00% | 1,018 | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | - | - | 1 | 1 | 100.00% | 75 | Jun 30, 2024 |
| TFC FINANCIAL MANAGEMENT, INC. | - | - | 1 | 1 | 100.00% | 76 | Jun 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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| 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 Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| THOMPSON IM FUNDS INC | 0.65% | 10,240,000 | - | - | Feb 29, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.11% | 8,294 | - | - | Sep 30, 2022 |
| OBERWEIS FUNDS | 0.09% | 95,000 | 5,400 | 6.03% | Mar 31, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.08% | 637,509 | 71,800 | 12.69% | Mar 31, 2024 |
| T. Rowe Price Financial Services Fund, Inc. | 0.07% | 56,713 | - | - | Mar 31, 2024 |
| AMERICAN PENSION INVESTORS TRUST | 0.07% | 400,000 | - | - | Jan 31, 2024 |
| Vericimetry Funds | 0.04% | 3,270 | - | - | Mar 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.03% | 23,072 | -3,183 | -12.12% | Mar 31, 2024 |
| EntrepreneurShares Series Trust | 0.02% | 5,735 | -2,825 | -33.00% | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.02% | 9,931 | - | - | Mar 31, 2024 |
| Zacks Trust | 0.02% | 1,722 | 942 | 120.77% | Feb 29, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.02% | 67,816 | -544 | -0.80% | Feb 29, 2024 |
| Angel Oak Funds Trust | 0.02% | 1,301,000 | - | - | Jan 31, 2024 |
| FRONTIER FUNDS, INC. | 0.02% | 5,936 | - | - | Mar 31, 2024 |
| TRUST FOR PROFESSIONAL MANAGERS | 0.01% | 4,500,000 | - | - | Feb 29, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.01% | 743 | 14 | 1.92% | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.01% | 9,436 | 9,436 | - | Mar 31, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.01% | 12,832 | -1,996 | -13.46% | Jan 31, 2024 |
| Federated Hermes MDT Series | 0.01% | 27,694 | 567 | 2.09% | Jan 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.01% | 6,212 | - | - | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.01% | 20,833 | - | - | Mar 28, 2024 |
| AMG Funds I | 0.01% | 15,290 | - | - | Jan 31, 2024 |
| Bernstein Fund Inc | 0.01% | 62,886 | - | - | Mar 31, 2024 |
| PUTNAM INVESTMENT FUNDS | 0.01% | 34,500 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 26,495 | - | - | Jan 31, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.01% | 16,598 | 234 | 1.43% | Mar 31, 2024 |
| AMG FUNDS III | 0.01% | 26,437 | - | - | Mar 28, 2024 |
| World Funds Trust | 0.00% | 60,895 | 7,996 | 15.12% | Jan 31, 2024 |
| ROYCE FUND | 0.00% | 30,716 | - | - | Mar 31, 2024 |
| NUVEEN INVESTMENT FUNDS INC | 0.00% | 147,681 | 2,055 | 1.41% | Jan 31, 2024 |
| Legg Mason ETF Investment Trust | 0.00% | 6,949 | -2,121 | -23.38% | Mar 31, 2024 |
| IndexIQ ETF Trust | 0.00% | 7,735 | - | - | Jan 31, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.00% | 16,497 | - | - | Mar 28, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,921 | - | - | Mar 31, 2024 |
| FORUM FUNDS II | 0.00% | 3,181 | 33 | 1.05% | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 2,300 | 149 | 6.93% | Dec 31, 2023 |
| Columbia Funds Variable Series Trust II | 0.00% | 85,447 | - | - | Mar 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 32,700 | - | - | Mar 31, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 15,828 | -3,197 | -16.80% | Aug 31, 2023 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 510 | - | - | Mar 31, 2024 |
| FIDELITY CAPITAL TRUST | 0.00% | 23,086 | - | - | Jan 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.00% | 4,700 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 12,047 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 190,362 | 47,543 | 33.29% | Feb 29, 2024 |
| EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 8,800 | - | - | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 573,299 | -174,593 | -23.34% | Mar 31, 2024 |
| Lattice Strategies Trust | 0.00% | 2,039 | 546 | 36.57% | Mar 31, 2024 |
| SYNTAX ETF TRUST | 0.00% | 37 | -5 | -11.90% | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 4,212 | 1,985 | 89.13% | Mar 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 1,109 | -1,475 | -57.08% | Dec 31, 2023 |
| JNL VARIABLE FUND LLC | 0.00% | 5,063 | - | - | Mar 31, 2020 |
| RBB FUND, INC. | 0.00% | 84,685 | -594 | -0.70% | Feb 29, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 35,583 | -1,440 | -3.89% | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 6,840 | -376 | -5.21% | Mar 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 8,254 | 2,053 | 33.11% | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 1,821 | 387 | 26.99% | Mar 31, 2024 |
| FIDELITY PURITAN TRUST | 0.00% | 30,800 | - | - | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 123,563 | 645 | 0.52% | Feb 29, 2024 |
| TIMOTHY PLAN | 0.00% | 2,683 | - | - | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 527,275 | 86,217 | 19.55% | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 1,331 | - | - | Mar 31, 2024 |
| FIDELITY SECURITIES FUND | 0.00% | 45,154 | - | - | Jan 31, 2024 |
| PUTNAM VARIABLE TRUST | 0.00% | 17,560 | - | - | Mar 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.00% | 1,508 | - | - | Feb 29, 2024 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 96,124 | -1,502 | -1.54% | Mar 31, 2024 |
| AdvisorShares Trust | 0.00% | 1,759 | - | - | Mar 28, 2024 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 47,085 | 42,354 | 895.24% | Mar 31, 2024 |
| ALPS ETF Trust | 0.00% | 4,943 | -349 | -6.59% | Feb 29, 2024 |
| SHELTON FUNDS | 0.00% | 622 | - | - | Feb 29, 2024 |
| Dimensional ETF Trust | 0.00% | 147,534 | 12,071 | 8.91% | Jan 31, 2024 |
| North Square Investments Trust | 0.00% | 3,150 | - | - | Jan 31, 2024 |
| USCF ETF Trust | 0.00% | 60 | - | - | Mar 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 6,998 | - | - | Jan 31, 2024 |
| MFS VARIABLE INSURANCE TRUST III | 0.00% | 4,858 | - | - | Mar 31, 2024 |
| RBC FUNDS TRUST | 0.00% | 33,874 | 3,930 | 13.12% | Mar 28, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 23,531 | 1,117 | 4.98% | Jan 31, 2024 |
| UNIFIED SERIES TRUST | 0.00% | 4,400 | - | - | Mar 31, 2024 |
| Virtus Strategy Trust | 0.00% | 5,602 | - | - | Mar 28, 2024 |
| PRAXIS MUTUAL FUNDS | 0.00% | 2,910 | - | - | Dec 31, 2023 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 7,795 | -591 | -7.05% | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 35,742 | -9,266 | -20.59% | Mar 28, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 4,575 | 1,162 | 34.05% | Jan 31, 2024 |
| ETF Series Solutions | 0.00% | 5,092 | -797 | -13.53% | Feb 29, 2024 |
| STERLING CAPITAL FUNDS | 0.00% | 4,822 | - | - | Mar 28, 2024 |
| VANGUARD HORIZON FUNDS | 0.00% | 5,257 | - | - | Mar 31, 2024 |
| Virtus Investment Trust | 0.00% | 7,638 | - | - | Mar 28, 2024 |
| SunAmerica Specialty Series | 0.00% | 114 | - | - | Apr 30, 2021 |
| PUTNAM ASSET ALLOCATION FUNDS | 0.00% | 6,611 | -103 | -1.53% | Mar 31, 2024 |
| NEW COVENANT FUNDS | 0.00% | 845 | - | - | Dec 31, 2023 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 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% | 3,878 | 59 | 1.54% | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 834 | 182 | 27.91% | Mar 31, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 720 | -1,254 | -63.53% | Dec 31, 2023 |
| OPTIMUM FUND TRUST | 0.00% | 7,406 | -7,494 | -50.30% | Mar 28, 2024 |
| PRUDENTIAL SERIES FUND | 0.00% | 12,998 | -200 | -1.52% | Mar 28, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 8,762 | -928 | -9.58% | Dec 31, 2023 |
| Horizon Funds | 0.00% | 321 | 87 | 37.18% | Feb 29, 2024 |
| Managed Portfolio Series | 0.00% | 3,460 | -5,627 | -61.92% | Mar 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 20,355 | 2,378 | 13.23% | 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
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 203 | 4.10% |
| 31 Mar, 24 | 195 | - |
| 31 Dec, 23 | 195 | 4.84% |
| 30 Sep, 23 | 186 | 9.41% |
| 30 Jun, 23 | 170 | -2.30% |
| 31 Mar, 23 | 174 | -2.79% |
| 31 Dec, 22 | 179 | 16.23% |
| 30 Sep, 22 | 154 | -3.14% |
| 30 Jun, 22 | 159 | -1.24% |
| 31 Mar, 22 | 161 | 11.03% |
| 31 Dec, 21 | 145 | 12.40% |
| 30 Sep, 21 | 129 | - |
| 30 Jun, 21 | 129 | -4.44% |
| 31 Mar, 21 | 135 | -4.93% |
| 31 Dec, 20 | 142 | 22.41% |
| 30 Sep, 20 | 116 | -7.94% |
| 30 Jun, 20 | 126 | 9.57% |
| 31 Mar, 20 | 115 | -13.53% |
| 31 Dec, 19 | 133 | -2.21% |
| 30 Sep, 19 | 136 | - |
| 30 Jun, 19 | 136 | -4.23% |
| 31 Mar, 19 | 142 | 5.97% |
| 31 Dec, 18 | 134 | -3.60% |
| 30 Sep, 18 | 139 | 0.72% |
| 30 Jun, 18 | 138 | -2.82% |
| 31 Mar, 18 | 142 | 3.65% |
| 31 Dec, 17 | 137 | 8.73% |
| 30 Sep, 17 | 126 | -0.79% |
| 30 Jun, 17 | 127 | -7.30% |
| 31 Mar, 17 | 137 | 5.38% |
| 31 Dec, 16 | 130 | 23.81% |
| 30 Sep, 16 | 105 | 1.94% |
| 30 Jun, 16 | 103 | 4.04% |
| 31 Mar, 16 | 99 | 4.21% |
| 31 Dec, 15 | 95 | 2.15% |
| 30 Sep, 15 | 93 | 8.14% |
| 30 Jun, 15 | 86 | 8.86% |
| 31 Mar, 15 | 79 | 2.60% |
| 31 Dec, 14 | 77 | 8.45% |
| 30 Sep, 14 | 71 | -5.33% |
| 30 Jun, 14 | 75 | - |
| 31 Mar, 14 | 75 | 11.94% |
| 31 Dec, 13 | 67 | 9.84% |
| 30 Sep, 13 | 61 | 24.49% |
| 30 Jun, 13 | 49 | 226.67% |
| 31 Mar, 13 | 15 | -6.25% |
| 31 Dec, 12 | 16 | -20.00% |
| 30 Sep, 12 | 20 | - |
| 30 Jun, 12 | 20 | 150.00% |
| 31 Mar, 12 | 8 | - |
| 31 Dec, 11 | 8 | -11.11% |
| 30 Sep, 11 | 9 | 125.00% |
| 30 Jun, 11 | 4 | - |
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
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 10,948,699 | 2.07% |
| 31 Mar, 24 | 10,726,815 | 2.21% |
| 31 Dec, 23 | 10,494,919 | 0.50% |
| 30 Sep, 23 | 10,442,894 | -3.33% |
| 30 Jun, 23 | 10,802,410 | -3.43% |
| 31 Mar, 23 | 11,186,507 | 0.19% |
| 31 Dec, 22 | 11,165,135 | 4.15% |
| 30 Sep, 22 | 10,720,676 | -2.47% |
| 30 Jun, 22 | 10,991,632 | -1.59% |
| 31 Mar, 22 | 11,169,375 | 1.35% |
| 31 Dec, 21 | 11,020,635 | -0.14% |
| 30 Sep, 21 | 11,035,842 | -1.94% |
| 30 Jun, 21 | 11,253,982 | -1.29% |
| 31 Mar, 21 | 11,401,133 | 1.53% |
| 31 Dec, 20 | 11,229,341 | -2.17% |
| 30 Sep, 20 | 11,478,515 | -2.29% |
| 30 Jun, 20 | 11,748,044 | 0.09% |
| 31 Mar, 20 | 11,737,571 | -0.21% |
| 31 Dec, 19 | 11,762,393 | 1.12% |
| 30 Sep, 19 | 11,632,484 | -0.40% |
| 30 Jun, 19 | 11,679,566 | 0.16% |
| 31 Mar, 19 | 11,661,239 | -2.38% |
| 31 Dec, 18 | 11,944,972 | -2.87% |
| 30 Sep, 18 | 12,297,808 | 5.62% |
| 30 Jun, 18 | 11,643,793 | 1.55% |
| 31 Mar, 18 | 11,465,780 | 3.43% |
| 31 Dec, 17 | 11,085,213 | 4.89% |
| 30 Sep, 17 | 10,568,588 | 1.83% |
| 30 Jun, 17 | 10,378,906 | 4.84% |
| 31 Mar, 17 | 9,899,936 | 4.21% |
| 31 Dec, 16 | 9,500,307 | 7.66% |
| 30 Sep, 16 | 8,824,721 | 11.16% |
| 30 Jun, 16 | 7,938,588 | 1.54% |
| 31 Mar, 16 | 7,818,189 | 2.39% |
| 31 Dec, 15 | 7,635,683 | -0.80% |
| 30 Sep, 15 | 7,697,635 | 3.81% |
| 30 Jun, 15 | 7,414,812 | 1.51% |
| 31 Mar, 15 | 7,304,318 | 1.50% |
| 31 Dec, 14 | 7,196,083 | 3.11% |
| 30 Sep, 14 | 6,978,996 | 1.88% |
| 30 Jun, 14 | 6,849,956 | 1.02% |
| 31 Mar, 14 | 6,780,945 | 9.11% |
| 31 Dec, 13 | 6,214,584 | 6.40% |
| 30 Sep, 13 | 5,840,658 | 1.83% |
| 30 Jun, 13 | 5,735,612 | 72.45% |
| 31 Mar, 13 | 3,325,910 | 3.50% |
| 31 Dec, 12 | 3,213,529 | -4.12% |
| 30 Sep, 12 | 3,351,543 | 9.36% |
| 30 Jun, 12 | 3,064,596 | 55.15% |
| 31 Mar, 12 | 1,975,267 | -39.89% |
| 31 Dec, 11 | 3,286,205 | 13.91% |
| 30 Sep, 11 | 2,885,034 | 63.41% |
| 30 Jun, 11 | 1,765,535 | - |
Preferred Bank (PFBC) has 10.95M shares outstanding as of 30 Jun 24, up 2.07% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 81.05% | 1.40% |
| 31 Mar, 24 | 76.10% | 1.34% |
| 31 Dec, 23 | 75.36% | 1.44% |
| 30 Sep, 23 | 72.42% | 1.29% |
| 30 Jun, 23 | 74.86% | 1.25% |
| 31 Mar, 23 | 77.52% | 1.32% |
| 31 Dec, 22 | 76.58% | 1.38% |
| 30 Sep, 22 | 74.41% | 1.35% |
| 30 Jun, 22 | 74.31% | 1.30% |
| 31 Mar, 22 | 75.65% | 1.38% |
| 31 Dec, 21 | 74.04% | 1.35% |
| 30 Sep, 21 | 74.14% | 1.31% |
| 30 Jun, 21 | 75.25% | 1.29% |
| 31 Mar, 21 | 76.26% | 1.34% |
| 31 Dec, 20 | 75.44% | 1.27% |
| 30 Sep, 20 | 77.07% | 1.24% |
| 30 Jun, 20 | 78.96% | 1.27% |
| 31 Mar, 20 | 78.93% | 1.26% |
| 31 Dec, 19 | 79.10% | 1.33% |
| 30 Sep, 19 | 77.08% | 1.30% |
| 30 Jun, 19 | 76.98% | 1.30% |
| 31 Mar, 19 | 76.99% | 1.24% |
| 31 Dec, 18 | 78.87% | 1.18% |
| 30 Sep, 18 | 81.64% | 1.37% |
| 30 Jun, 18 | 77.30% | 1.33% |
| 31 Mar, 18 | 76.26% | 1.29% |
| 31 Dec, 17 | 76.77% | 1.42% |
| 30 Sep, 17 | 73.50% | 1.40% |
| 30 Jun, 17 | 72.34% | 1.51% |
| 31 Mar, 17 | 69.16% | 1.48% |
| 31 Dec, 16 | 68.43% | 1.70% |
| 30 Sep, 16 | 63.49% | 1.93% |
| 30 Jun, 16 | 57.31% | 1.78% |
| 31 Mar, 16 | 56.67% | 1.85% |
| 31 Dec, 15 | 55.34% | 1.70% |
| 30 Sep, 15 | 56.98% | 1.88% |
| 30 Jun, 15 | 55.00% | 1.85% |
| 31 Mar, 15 | 54.52% | 1.89% |
| 31 Dec, 14 | 53.71% | 1.95% |
| 30 Sep, 14 | 52.43% | 1.97% |
| 30 Jun, 14 | 51.65% | 1.97% |
| 31 Mar, 14 | 51.21% | 2.32% |
| 31 Dec, 13 | 46.93% | 2.37% |
| 30 Sep, 13 | 44.54% | 2.32% |
| 30 Jun, 13 | 43.83% | 6.77% |
| 31 Mar, 13 | 25.44% | 4.20% |
| 31 Dec, 12 | 24.62% | 3.74% |
| 30 Sep, 12 | 25.66% | 4.65% |
| 30 Jun, 12 | 23.48% | 10.21% |
| 31 Mar, 12 | 15.17% | 2.38% |
| 31 Dec, 11 | 25.23% | 5.14% |
| 30 Sep, 11 | 22.17% | 12.01% |
| 30 Jun, 11 | 13.58% | - |
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
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 102 | 30.77% |
| 31 Mar, 24 | 78 | -20.41% |
| 31 Dec, 23 | 98 | 7.69% |
| 30 Sep, 23 | 91 | 9.64% |
| 30 Jun, 23 | 83 | -5.68% |
| 31 Mar, 23 | 88 | 1.15% |
| 31 Dec, 22 | 87 | 33.85% |
| 30 Sep, 22 | 65 | -8.45% |
| 30 Jun, 22 | 71 | - |
| 31 Mar, 22 | 71 | 16.39% |
| 31 Dec, 21 | 61 | 19.61% |
| 30 Sep, 21 | 51 | 4.08% |
| 30 Jun, 21 | 49 | -15.52% |
| 31 Mar, 21 | 58 | -12.12% |
| 31 Dec, 20 | 66 | 53.49% |
| 30 Sep, 20 | 43 | -29.51% |
| 30 Jun, 20 | 61 | 12.96% |
| 31 Mar, 20 | 54 | -14.29% |
| 31 Dec, 19 | 63 | 3.28% |
| 30 Sep, 19 | 61 | -14.08% |
| 30 Jun, 19 | 71 | -10.13% |
| 31 Mar, 19 | 79 | 1.28% |
| 31 Dec, 18 | 78 | 2.63% |
| 30 Sep, 18 | 76 | 1.33% |
| 30 Jun, 18 | 75 | - |
| 31 Mar, 18 | 75 | -1.32% |
| 31 Dec, 17 | 76 | 33.33% |
| 30 Sep, 17 | 57 | -25.97% |
| 30 Jun, 17 | 77 | 6.94% |
| 31 Mar, 17 | 72 | -12.20% |
| 31 Dec, 16 | 82 | 30.16% |
| 30 Sep, 16 | 63 | 21.15% |
| 30 Jun, 16 | 52 | - |
| 31 Mar, 16 | 52 | 1.96% |
| 31 Dec, 15 | 51 | 2.00% |
| 30 Sep, 15 | 50 | 4.17% |
| 30 Jun, 15 | 48 | 26.32% |
| 31 Mar, 15 | 38 | -9.52% |
| 31 Dec, 14 | 42 | 75.00% |
| 30 Sep, 14 | 24 | -33.33% |
| 30 Jun, 14 | 36 | -25.00% |
| 31 Mar, 14 | 48 | 9.09% |
| 31 Dec, 13 | 44 | 12.82% |
| 30 Sep, 13 | 39 | -7.14% |
| 30 Jun, 13 | 42 | 366.67% |
| 31 Mar, 13 | 9 | 12.50% |
| 31 Dec, 12 | 8 | -42.86% |
| 30 Sep, 12 | 14 | -12.50% |
| 30 Jun, 12 | 16 | 128.57% |
| 31 Mar, 12 | 7 | 75.00% |
| 31 Dec, 11 | 4 | -55.56% |
| 30 Sep, 11 | 9 | 125.00% |
| 30 Jun, 11 | 4 | - |
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
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 71 | -15.48% |
| 31 Mar, 24 | 84 | 18.31% |
| 31 Dec, 23 | 71 | 2.90% |
| 30 Sep, 23 | 69 | 15.00% |
| 30 Jun, 23 | 60 | -6.25% |
| 31 Mar, 23 | 64 | 3.23% |
| 31 Dec, 22 | 62 | -4.62% |
| 30 Sep, 22 | 65 | 12.07% |
| 30 Jun, 22 | 58 | -6.45% |
| 31 Mar, 22 | 62 | 12.73% |
| 31 Dec, 21 | 55 | 12.24% |
| 30 Sep, 21 | 49 | -9.26% |
| 30 Jun, 21 | 54 | -1.82% |
| 31 Mar, 21 | 55 | 3.77% |
| 31 Dec, 20 | 53 | -1.85% |
| 30 Sep, 20 | 54 | 28.57% |
| 30 Jun, 20 | 42 | 5.00% |
| 31 Mar, 20 | 40 | -21.57% |
| 31 Dec, 19 | 51 | 4.08% |
| 30 Sep, 19 | 49 | 4.26% |
| 30 Jun, 19 | 47 | 9.30% |
| 31 Mar, 19 | 43 | 4.88% |
| 31 Dec, 18 | 41 | -8.89% |
| 30 Sep, 18 | 45 | 2.27% |
| 30 Jun, 18 | 44 | -8.33% |
| 31 Mar, 18 | 48 | 6.67% |
| 31 Dec, 17 | 45 | - |
| 30 Sep, 17 | 45 | 40.63% |
| 30 Jun, 17 | 32 | -36.00% |
| 31 Mar, 17 | 50 | 31.58% |
| 31 Dec, 16 | 38 | 40.74% |
| 30 Sep, 16 | 27 | -22.86% |
| 30 Jun, 16 | 35 | 12.90% |
| 31 Mar, 16 | 31 | - |
| 31 Dec, 15 | 31 | 14.81% |
| 30 Sep, 15 | 27 | 3.85% |
| 30 Jun, 15 | 26 | 8.33% |
| 31 Mar, 15 | 24 | 14.29% |
| 31 Dec, 14 | 21 | -34.38% |
| 30 Sep, 14 | 32 | 6.67% |
| 30 Jun, 14 | 30 | 114.29% |
| 31 Mar, 14 | 14 | -17.65% |
| 31 Dec, 13 | 17 | 13.33% |
| 30 Sep, 13 | 15 | 150.00% |
| 30 Jun, 13 | 6 | 100.00% |
| 31 Mar, 13 | 3 | -40.00% |
| 31 Dec, 12 | 5 | 66.67% |
| 30 Sep, 12 | 3 | - |
| 30 Jun, 12 | - | - |
| 31 Mar, 12 | - | -100.00% |
| 31 Dec, 11 | 1 | - |
| 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
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 203 | 4.10% | 10,948,699 | 2.07% | 81.05% | 1.40% | 102 | 30.77% | 71 | -15.48% |
| 31 Mar, 24 | 195 | - | 10,726,815 | 2.21% | 76.10% | 1.34% | 78 | -20.41% | 84 | 18.31% |
| 31 Dec, 23 | 195 | 4.84% | 10,494,919 | 0.50% | 75.36% | 1.44% | 98 | 7.69% | 71 | 2.90% |
| 30 Sep, 23 | 186 | 9.41% | 10,442,894 | -3.33% | 72.42% | 1.29% | 91 | 9.64% | 69 | 15.00% |
| 30 Jun, 23 | 170 | -2.30% | 10,802,410 | -3.43% | 74.86% | 1.25% | 83 | -5.68% | 60 | -6.25% |
| 31 Mar, 23 | 174 | -2.79% | 11,186,507 | 0.19% | 77.52% | 1.32% | 88 | 1.15% | 64 | 3.23% |
| 31 Dec, 22 | 179 | 16.23% | 11,165,135 | 4.15% | 76.58% | 1.38% | 87 | 33.85% | 62 | -4.62% |
| 30 Sep, 22 | 154 | -3.14% | 10,720,676 | -2.47% | 74.41% | 1.35% | 65 | -8.45% | 65 | 12.07% |
| 30 Jun, 22 | 159 | -1.24% | 10,991,632 | -1.59% | 74.31% | 1.30% | 71 | - | 58 | -6.45% |
| 31 Mar, 22 | 161 | 11.03% | 11,169,375 | 1.35% | 75.65% | 1.38% | 71 | 16.39% | 62 | 12.73% |
| 31 Dec, 21 | 145 | 12.40% | 11,020,635 | -0.14% | 74.04% | 1.35% | 61 | 19.61% | 55 | 12.24% |
| 30 Sep, 21 | 129 | - | 11,035,842 | -1.94% | 74.14% | 1.31% | 51 | 4.08% | 49 | -9.26% |
| 30 Jun, 21 | 129 | -4.44% | 11,253,982 | -1.29% | 75.25% | 1.29% | 49 | -15.52% | 54 | -1.82% |
| 31 Mar, 21 | 135 | -4.93% | 11,401,133 | 1.53% | 76.26% | 1.34% | 58 | -12.12% | 55 | 3.77% |
| 31 Dec, 20 | 142 | 22.41% | 11,229,341 | -2.17% | 75.44% | 1.27% | 66 | 53.49% | 53 | -1.85% |
| 30 Sep, 20 | 116 | -7.94% | 11,478,515 | -2.29% | 77.07% | 1.24% | 43 | -29.51% | 54 | 28.57% |
| 30 Jun, 20 | 126 | 9.57% | 11,748,044 | 0.09% | 78.96% | 1.27% | 61 | 12.96% | 42 | 5.00% |
| 31 Mar, 20 | 115 | -13.53% | 11,737,571 | -0.21% | 78.93% | 1.26% | 54 | -14.29% | 40 | -21.57% |
| 31 Dec, 19 | 133 | -2.21% | 11,762,393 | 1.12% | 79.10% | 1.33% | 63 | 3.28% | 51 | 4.08% |
| 30 Sep, 19 | 136 | - | 11,632,484 | -0.40% | 77.08% | 1.30% | 61 | -14.08% | 49 | 4.26% |
| 30 Jun, 19 | 136 | -4.23% | 11,679,566 | 0.16% | 76.98% | 1.30% | 71 | -10.13% | 47 | 9.30% |
| 31 Mar, 19 | 142 | 5.97% | 11,661,239 | -2.38% | 76.99% | 1.24% | 79 | 1.28% | 43 | 4.88% |
| 31 Dec, 18 | 134 | -3.60% | 11,944,972 | -2.87% | 78.87% | 1.18% | 78 | 2.63% | 41 | -8.89% |
| 30 Sep, 18 | 139 | 0.72% | 12,297,808 | 5.62% | 81.64% | 1.37% | 76 | 1.33% | 45 | 2.27% |
| 30 Jun, 18 | 138 | -2.82% | 11,643,793 | 1.55% | 77.30% | 1.33% | 75 | - | 44 | -8.33% |
| 31 Mar, 18 | 142 | 3.65% | 11,465,780 | 3.43% | 76.26% | 1.29% | 75 | -1.32% | 48 | 6.67% |
| 31 Dec, 17 | 137 | 8.73% | 11,085,213 | 4.89% | 76.77% | 1.42% | 76 | 33.33% | 45 | - |
| 30 Sep, 17 | 126 | -0.79% | 10,568,588 | 1.83% | 73.50% | 1.40% | 57 | -25.97% | 45 | 40.63% |
| 30 Jun, 17 | 127 | -7.30% | 10,378,906 | 4.84% | 72.34% | 1.51% | 77 | 6.94% | 32 | -36.00% |
| 31 Mar, 17 | 137 | 5.38% | 9,899,936 | 4.21% | 69.16% | 1.48% | 72 | -12.20% | 50 | 31.58% |
| 31 Dec, 16 | 130 | 23.81% | 9,500,307 | 7.66% | 68.43% | 1.70% | 82 | 30.16% | 38 | 40.74% |
| 30 Sep, 16 | 105 | 1.94% | 8,824,721 | 11.16% | 63.49% | 1.93% | 63 | 21.15% | 27 | -22.86% |
| 30 Jun, 16 | 103 | 4.04% | 7,938,588 | 1.54% | 57.31% | 1.78% | 52 | - | 35 | 12.90% |
| 31 Mar, 16 | 99 | 4.21% | 7,818,189 | 2.39% | 56.67% | 1.85% | 52 | 1.96% | 31 | - |
| 31 Dec, 15 | 95 | 2.15% | 7,635,683 | -0.80% | 55.34% | 1.70% | 51 | 2.00% | 31 | 14.81% |
| 30 Sep, 15 | 93 | 8.14% | 7,697,635 | 3.81% | 56.98% | 1.88% | 50 | 4.17% | 27 | 3.85% |
| 30 Jun, 15 | 86 | 8.86% | 7,414,812 | 1.51% | 55.00% | 1.85% | 48 | 26.32% | 26 | 8.33% |
| 31 Mar, 15 | 79 | 2.60% | 7,304,318 | 1.50% | 54.52% | 1.89% | 38 | -9.52% | 24 | 14.29% |
| 31 Dec, 14 | 77 | 8.45% | 7,196,083 | 3.11% | 53.71% | 1.95% | 42 | 75.00% | 21 | -34.38% |
| 30 Sep, 14 | 71 | -5.33% | 6,978,996 | 1.88% | 52.43% | 1.97% | 24 | -33.33% | 32 | 6.67% |
| 30 Jun, 14 | 75 | - | 6,849,956 | 1.02% | 51.65% | 1.97% | 36 | -25.00% | 30 | 114.29% |
| 31 Mar, 14 | 75 | 11.94% | 6,780,945 | 9.11% | 51.21% | 2.32% | 48 | 9.09% | 14 | -17.65% |
| 31 Dec, 13 | 67 | 9.84% | 6,214,584 | 6.40% | 46.93% | 2.37% | 44 | 12.82% | 17 | 13.33% |
| 30 Sep, 13 | 61 | 24.49% | 5,840,658 | 1.83% | 44.54% | 2.32% | 39 | -7.14% | 15 | 150.00% |
| 30 Jun, 13 | 49 | 226.67% | 5,735,612 | 72.45% | 43.83% | 6.77% | 42 | 366.67% | 6 | 100.00% |
| 31 Mar, 13 | 15 | -6.25% | 3,325,910 | 3.50% | 25.44% | 4.20% | 9 | 12.50% | 3 | -40.00% |
| 31 Dec, 12 | 16 | -20.00% | 3,213,529 | -4.12% | 24.62% | 3.74% | 8 | -42.86% | 5 | 66.67% |
| 30 Sep, 12 | 20 | - | 3,351,543 | 9.36% | 25.66% | 4.65% | 14 | -12.50% | 3 | - |
| 30 Jun, 12 | 20 | 150.00% | 3,064,596 | 55.15% | 23.48% | 10.21% | 16 | 128.57% | - | - |
| 31 Mar, 12 | 8 | - | 1,975,267 | -39.89% | 15.17% | 2.38% | 7 | 75.00% | - | -100.00% |
| 31 Dec, 11 | 8 | -11.11% | 3,286,205 | 13.91% | 25.23% | 5.14% | 4 | -55.56% | 1 | - |
| 30 Sep, 11 | 9 | 125.00% | 2,885,034 | 63.41% | 22.17% | 12.01% | 9 | 125.00% | - | - |
| 30 Jun, 11 | 4 | - | 1,765,535 | - | 13.58% | - | 4 | - | - | - |
PFBC Ownership FAQ
Who Owns Preferred Bank?
Preferred Bank is owned by institutional shareholders (81.05%), insiders (0.98%), and public (17.97%). 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).
Who are the major institutional shareholders of Preferred Bank?
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.
How many Preferred Bank shareholders are there?
As of Jun 2024, there are 203 institutional shareholders of Preferred Bank.
What percentage of Preferred Bank is owned by BLACKROCK INC?
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).
What percentage of Preferred Bank is owned by T. ROWE PRICE INVESTMENT MANAGEMENT, INC?
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.
What percentage of Preferred Bank is owned by VANGUARD GROUP INC?
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).