Preferred Bank Ownership | Who Owns Preferred Bank?
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
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Preferred Bank | 81.66% | 0.96% | 17.38% |
Sector | Financial Services Stocks | 43.69% | 12.70% | 43.61% |
Industry | Regional Banks Stocks | 49.53% | 11.62% | 38.86% |
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 | 12.85K | 0.64% | $969.75K |
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 |
---|---|
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
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Jun 30, 2023 | 170 | -2.30% | 10,802,410 | -3.43% | 74 | 1.25% | 83 | -5.68% | 60 | -6.25% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Core S&P Small-Cap ETF | 786.85K | 5.90% | - |
T. Rowe Price Small-Cap Value | 659.38K | 4.94% | -5.96K |
Vanguard Total Stock Mkt Idx Inv | 390.92K | 2.95% | 567.00 |
T. Rowe Price U.S. SC Value Eq Tr-Z | 350.84K | 2.63% | 27.38K |
Schwab US Dividend Equity ETF™ | 302.81K | 2.27% | 240.00 |
iShares Russell 2000 ETF | 200.05K | 1.50% | - |
Vanguard Institutional Extnd Mkt Idx Tr | 196.59K | 1.47% | 984.00 |
CREF Stock R1 | 193.97K | 1.45% | - |
Fidelity Small Cap Index | 127.81K | 0.96% | -3.52K |
Phocas Small Cap Value Equity | 124.88K | 0.94% | -2.73K |
PFBC Ownership FAQ
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