Preferred Bank Ownership | Who Owns Preferred Bank?

Preferred Bank Ownership Summary

Preferred Bank is owned by 85.83% institutional investors, and 14.17% 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 6.02% of its assets in Preferred Bank shares.

PFBC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Preferred Bank	85.83%	-	14.17%
Sector	Financial Services Stocks	71.97%	15.45%	12.58%
Industry	Regional Banks Stocks	38.06%	12.02%	49.92%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	1.33M	9.81%	$100.04M
Blackrock funding, inc. /de	1.29M	9.68%	$111.43M
T. rowe price investment management	1.13M	8.47%	$97.55M
Vanguard group	882.28K	6.62%	$76.21M
Dimensional fund advisors lp	664.39K	4.99%	$57.39M
State street	590.23K	4.37%	$44.56M
Nuveen asset management	468.76K	3.52%	$40.49M
Boston partners	442.23K	3.27%	$33.41M
Charles schwab investment management	434.59K	3.26%	$37.54M
Geode capital management	360.02K	2.70%	$31.10M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Kestrel investment management	43.45K	2.07%	$3.75M
Stieven capital advisors	110.72K	1.70%	$9.56M
Phocas financial	20.31K	1.31%	$1.75M
Maltese capital management	84.08K	1.11%	$7.26M
De lisle partners llp	53.18K	0.67%	$4.59M
Summerhaven investment management	10.26K	0.55%	$885.83K
Dana investment advisors	85.12K	0.24%	$7.35M
Kennedy capital management	90.22K	0.17%	$7.79M
Weiss asset management lp	82.38K	0.15%	$7.12M
Clarivest asset management	18.31K	0.14%	$1.38M

Top Buyers

Holder	Shares	% Assets	Change
Ubs group	203.17K	0.00%	186.58K
Weiss asset management lp	82.38K	0.15%	82.38K
Kennedy capital management	90.22K	0.17%	66.11K
American century companies	199.63K	0.01%	61.66K
Hotchkis & wiley capital management	159.44K	0.05%	38.74K

Top Sellers

Holder	Shares	% Assets	Change
Phocas financial	20.31K	1.31%	-115.68K
Oberweis asset management inc/	-	-	-95.00K
Goldman sachs group	246.59K	0.00%	-44.42K
Blackrock funding, inc. /de	1.29M	0.00%	-34.94K
Lsv asset management	133.06K	0.03%	-34.17K

New Positions

Holder	Shares	% Assets	Change	Value
Weiss asset management lp	82.38K	0.15%	82.38K	$7.12M
Fisher asset management	9.76K	0.00%	9.76K	$842.72K
Intech investment management	5.48K	0.01%	5.48K	$413.61K
Newedge wealth	5.19K	0.01%	5.19K	$448.66K
Exoduspoint capital management, lp	4.50K	0.00%	4.50K	$389.00K

Sold Out

Holder	Change
Mendota financial group	-1.00
Ifp advisors	-3.00
Signaturefd	-11.00
Abich financial wealth management	-13.00
Cibc private wealth group	-17.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2025	220	-0.90%	11,352,864	-1.34%	85	1.15%	93	-4.12%	84	6.33%
Dec 31, 2024	98	-55.05%	4,174,944	-62.49%	31	0.45%	42	-58.82%	30	-61.54%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	748.19K	6.02%	-
T. Rowe Price Small-Cap Value	657.40K	4.96%	-141.00
Vanguard Total Stock Mkt Idx Inv	398.92K	3.04%	-
Vanguard US Total Market Shares ETF	390.35K	2.95%	-
T. Rowe Price U.S. SC Value Eq Tr-D	380.82K	2.90%	23.57K
T. Rowe Price U.S. SC Value Eq Tr-Z	380.82K	2.88%	23.57K
Schwab US Dividend Equity ETF™	352.21K	2.83%	48.00
CREF Stock R1	266.90K	2.02%	26.74K
CREF Stock R3	259.48K	1.98%	-7.42K
Avantis US Small Cap Value ETF	211.79K	1.70%	540.00

PFBC Ownership FAQ

Who Owns Preferred Bank?

Preferred Bank shareholders are primarily institutional investors at 85.83%, followed by 0% insiders and 0% retail investors. The average institutional ownership in Preferred Bank's industry, Regional Banks Stocks, is 38.06%, which Preferred Bank exceeds.

Who owns the most shares of Preferred Bank?

Preferred Bank’s largest shareholders are Blackrock (1.33M shares, 9.81%), Blackrock funding, inc. /de (1.29M shares, 9.68%), and T. rowe price investment management (1.13M shares, 8.47%). Together, they hold 27.96% 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?

Kestrel investment management is Preferred Bank’s biggest shareholder by percentage of total assets invested, with 2.07% of its assets in 43.45K Preferred Bank shares, valued at 3.75M$.

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 6.02% of its total shares outstanding invested in 748.19K Preferred Bank shares.

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