Preferred Bank Ownership | Who Owns Preferred Bank?


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Preferred Bank Ownership Summary


Preferred Bank is owned by 81.66% institutional investors, 0.96% insiders, and 17.38% 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 5.90% of its assets in Preferred Bank shares.

PFBC Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockPreferred Bank81.66%0.96%17.38%
SectorFinancial Services Stocks 43.69%12.70%43.61%
IndustryRegional Banks Stocks49.53%11.62%38.86%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock1.33M9.81%$100.04M
T. rowe price investment management1.08M8.00%$81.58M
Vanguard group872.19K6.46%$65.84M
Dimensional fund advisors lp680.34K5.04%$51.36M
State street590.23K4.37%$44.56M
Nuveen asset management525.61K3.89%$39.68M
Boston partners442.23K3.27%$33.41M
Charles schwab investment management408.64K3.02%$30.85M
Geode capital management340.31K2.52%$25.69M
Hsbc231.93K1.72%$17.70M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Stieven capital advisors177.44K2.97%$13.39M
Kestrel investment management41.25K2.06%$3.11M
Maltese capital management124.62K1.74%$9.41M
Summerhaven investment management12.85K0.64%$969.75K
Virtus investment advisers7.64K0.49%$576.59K
De lisle partners llp27.03K0.45%$2.04M
Dana investment advisors98.59K0.25%$7.44M
Versor investments lp12.55K0.17%$947.70K
Clarivest asset management18.31K0.14%$1.38M
Bridgeway capital management64.92K0.11%$4.90M

Top Buyers

HolderShares% AssetsChange
Lsv asset management171.33K0.03%93.81K
Invesco128.41K0.00%65.47K
First trust advisors lp71.44K0.01%62.07K
Segall bryant & hamill60.44K0.08%60.44K
Goldman sachs group225.29K0.00%39.40K

Top Sellers

HolderShares% AssetsChange
Oberweis asset management inc/---95.00K
Hsbc231.93K0.01%-48.88K
Jpmorgan chase150.13K0.00%-27.45K
Zacks investment management---25.59K
Boston partners442.23K0.04%-20.24K

New Positions

HolderShares% AssetsChangeValue
Segall bryant & hamill60.44K0.08%60.44K$4.56M
Corebridge financial7.20K0.00%7.20K$543.23K
Mirae asset global etfs6.51K0.00%6.51K$491.29K
D. e. shaw6.02K0.00%6.02K$454.60K
Intech investment management5.48K0.01%5.48K$413.61K

Sold Out

HolderChange
Signaturefd-11.00
Abich financial wealth management-13.00
Creekmur asset management-26.00
Continuum advisory-33.00
Lazard asset management-66.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20242065.64%11,031,3232.84%811.41%10433.33%70-16.67%
Mar 31, 2024195-10,726,8152.21%761.34%78-20.41%8418.31%
Dec 31, 20231954.84%10,494,9190.50%751.44%987.69%712.90%
Sep 30, 20231869.41%10,442,894-3.33%721.29%919.64%6915.00%
Jun 30, 2023170-2.30%10,802,410-3.43%741.25%83-5.68%60-6.25%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF786.85K5.90%-
T. Rowe Price Small-Cap Value659.38K4.94%-5.96K
Vanguard Total Stock Mkt Idx Inv390.92K2.95%567.00
T. Rowe Price U.S. SC Value Eq Tr-Z350.84K2.63%27.38K
Schwab US Dividend Equity ETF™302.81K2.27%240.00
iShares Russell 2000 ETF200.05K1.50%-
Vanguard Institutional Extnd Mkt Idx Tr196.59K1.47%984.00
CREF Stock R1193.97K1.45%-
Fidelity Small Cap Index127.81K0.96%-3.52K
Phocas Small Cap Value Equity124.88K0.94%-2.73K

PFBC Ownership FAQ


Who Owns Preferred Bank?

Preferred Bank shareholders are primarily institutional investors at 81.66%, followed by 0.96% insiders and 17.38% retail investors. The average institutional ownership in Preferred Bank's industry, Regional Banks Stocks, is 49.53%, 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 5.90% of its total shares outstanding invested in 786.85K Preferred Bank shares.

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