Preferred Bank Ownership | Who Owns Preferred Bank?


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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


TypeName% Inst% Insiders% Retail
StockPreferred Bank31.33%0.97%67.71%
SectorFinancial Services Stocks 40.08%14.24%45.69%
IndustryRegional Banks Stocks41.99%11.95%46.06%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock1.33M9.81%$100.04M
Blackrock funding, inc. /de1.29M9.68%$111.43M
T. rowe price investment management1.13M8.47%$97.55M
Vanguard group882.28K6.62%$76.21M
Dimensional fund advisors lp664.39K4.99%$57.39M
State street590.23K4.37%$44.56M
Nuveen asset management468.76K3.52%$40.49M
Boston partners442.23K3.27%$33.41M
Charles schwab investment management434.59K3.26%$37.54M
Geode capital management360.02K2.70%$31.10M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Kestrel investment management43.45K2.07%$3.75M
Stieven capital advisors110.72K1.70%$9.56M
Phocas financial20.31K1.31%$1.75M
Maltese capital management84.08K1.11%$7.26M
De lisle partners llp53.18K0.67%$4.59M
Summerhaven investment management10.26K0.55%$885.83K
Virtus investment advisers4.24K0.29%$366.08K
Dana investment advisors85.12K0.24%$7.35M
Kennedy capital management90.22K0.17%$7.79M
Weiss asset management lp82.38K0.15%$7.12M

Top Buyers

HolderShares% AssetsChange
Ubs group203.17K0.00%186.58K
Weiss asset management lp82.38K0.15%82.38K
Kennedy capital management90.22K0.17%66.11K
American century companies199.63K0.01%61.66K
Hotchkis & wiley capital management159.44K0.05%38.74K

Top Sellers

HolderShares% AssetsChange
Phocas financial20.31K1.31%-115.68K
Oberweis asset management inc/---95.00K
Goldman sachs group246.59K0.00%-44.42K
Blackrock funding, inc. /de1.29M0.00%-34.94K
Lsv asset management133.06K0.03%-34.17K

New Positions

HolderShares% AssetsChangeValue
Weiss asset management lp82.38K0.15%82.38K$7.12M
Jefferies financial group16.29K0.01%16.29K$1.41M
Fisher asset management9.76K0.00%9.76K$842.72K
Intech investment management5.48K0.01%5.48K$413.61K
Newedge wealth5.19K0.01%5.19K$448.66K

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202498-55.05%4,174,944-62.49%310.45%42-58.82%30-61.54%
Sep 30, 20242163.35%11,129,2320.85%831.22%101-4.72%7710.00%
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%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF790.03K5.99%-
T. Rowe Price Small-Cap Value658.02K4.99%-
Vanguard Total Stock Mkt Idx Inv398.92K3.02%8.00K
T. Rowe Price U.S. SC Value Eq Tr-Z357.24K2.71%6.40K
Schwab US Dividend Equity ETF™326.02K2.47%342.00
CREF Stock R1220.15K1.67%-
iShares Russell 2000 ETF195.35K1.48%-
Vanguard Institutional Extnd Mkt Idx Tr188.78K1.43%50.00
Avantis US Small Cap Value ETF180.09K1.37%459.00
Fidelity Small Cap Index125.24K0.95%-1.98K

PFBC Ownership FAQ


Who Owns Preferred Bank?

Preferred Bank shareholders are primarily institutional investors at 31.32%, followed by 0.97% insiders and 67.70% retail investors. The average institutional ownership in Preferred Bank's industry, Regional Banks Stocks, is 41.99%, which Preferred Bank falls below.

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 5.99% of its total shares outstanding invested in 790.03K Preferred Bank shares.

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