Preferred Bank Ownership | Who Owns Preferred Bank?
Preferred Bank Ownership Summary
Preferred Bank is owned by 31.33% institutional investors, 0.97% insiders, and 67.71% 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 5.99% of its assets in Preferred Bank shares.
PFBC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Preferred Bank | 31.33% | 0.97% | 67.71% |
| Sector | Financial Services Stocks | 40.08% | 14.24% | 45.69% |
| Industry | Regional Banks Stocks | 41.99% | 11.95% | 46.06% |
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 |
| Virtus investment advisers | 4.24K | 0.29% | $366.08K |
| 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 |
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 |
| Jefferies financial group | 16.29K | 0.01% | 16.29K | $1.41M |
| 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 |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Signaturefd | -11.00 |
| Abich financial wealth management | -13.00 |
| Cibc private wealth group | -17.00 |
| Creekmur asset management | -26.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2023 | 195 | 4.84% | 10,494,919 | 0.50% | 75 | 1.44% | 98 | 7.69% | 71 | 2.90% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 790.03K | 5.99% | - |
| T. Rowe Price Small-Cap Value | 658.02K | 4.99% | - |
| Vanguard Total Stock Mkt Idx Inv | 398.92K | 3.02% | 8.00K |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 357.24K | 2.71% | 6.40K |
| Schwab US Dividend Equity ETF™ | 326.02K | 2.47% | 342.00 |
| CREF Stock R1 | 220.15K | 1.67% | - |
| iShares Russell 2000 ETF | 195.35K | 1.48% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 188.78K | 1.43% | 50.00 |
| Avantis US Small Cap Value ETF | 180.09K | 1.37% | 459.00 |
| Fidelity Small Cap Index | 125.24K | 0.95% | -1.98K |
PFBC Ownership FAQ
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