Preferred Bank Ownership | Who Owns Preferred Bank?
Preferred Bank Ownership Summary
Preferred Bank is owned by 57.42% institutional investors, 8.45% insiders, and 34.12% 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 5.58% of its assets in Preferred Bank shares.
PFBC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Preferred Bank | 57.42% | 8.45% | 34.12% |
| Sector | Financial Services Stocks | 32.01% | 15.42% | 52.57% |
| Industry | Regional Banks Stocks | 31.54% | 12.64% | 55.83% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.33M | 9.81% | $100.04M |
| Blackrock funding, inc. /de | 1.21M | 9.58% | $113.92M |
| T. rowe price investment management | 1.14M | 8.88% | $102.97M |
| Vanguard group | 837.90K | 6.86% | $79.12M |
| Dimensional fund advisors lp | 586.35K | 4.66% | $55.37M |
| State street | 554.79K | 4.32% | $50.15M |
| Charles schwab investment management | 494.83K | 4.05% | $46.73B |
| Boston partners | 492.91K | 3.91% | $46.63M |
| Nuveen asset management | 468.76K | 3.52% | $40.49M |
| Geode capital management | 361.32K | 2.87% | $34.12M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Kestrel investment management | 40.05K | 2.14% | $3.78M |
| Stieven capital advisors | 117.92K | 2.06% | $11.14M |
| Phocas financial | 129.88K | 1.59% | $12.26M |
| Maltese capital management | 72.50K | 0.99% | $6.55M |
| Angel oak capital advisors | 5.00K | 0.69% | $472.15K |
| De lisle partners llp | 54.68K | 0.61% | $4.93M |
| Denali advisors | 50.60K | 0.53% | $4.78M |
| Jackson creek investment advisors | 18.57K | 0.52% | $1.75M |
| Summerhaven investment management | 9.18K | 0.49% | $866.96K |
| Kennedy capital management | 166.26K | 0.33% | $15.03M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Qube research | 74.64K | 0.01% | 55.42K |
| Northwestern mutual wealth management | 52.11K | 0.00% | 51.98K |
| American century companies | 337.80K | 0.02% | 45.95K |
| Goldman sachs group | 206.62K | 0.00% | 33.12K |
| Millennium management | 147.70K | 0.01% | 32.99K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Oberweis asset management inc/ | - | - | -95.00K |
| Weiss asset management lp | - | - | -82.19K |
| State street | 554.79K | 0.00% | -55.47K |
| Boston partners | 492.91K | 0.05% | -35.62K |
| Numerai gp | 23.40K | 0.30% | -34.54K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Jackson creek investment advisors | 18.57K | 0.52% | 18.57K | $1.75M |
| Versor investments lp | 4.90K | 0.07% | 4.90K | $463.08K |
| Brevan howard capital management lp | 4.15K | 0.00% | 4.15K | $375.39K |
| Pharvision advisers | 3.04K | 0.15% | 3.04K | $275.15K |
| Quantinno capital management lp | 2.88K | 0.00% | 2.88K | $260.52K |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Clearstead trust | -5.00 |
| Signaturefd | -7.00 |
| Abich financial wealth management | -13.00 |
| Ronald blue trust | -17.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 142 | -33.33% | 7,011,589 | -32.73% | 57 | 0.87% | 58 | -42.00% | 60 | -33.33% |
| Sep 30, 2025 | 139 | -30.50% | 6,238,119 | -39.21% | 48 | 0.76% | 54 | -43.16% | 65 | -24.42% |
| Jun 30, 2025 | 205 | -6.82% | 10,759,695 | -5.37% | 83 | 1.13% | 96 | 3.23% | 90 | 7.14% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 690.63K | 5.58% | - |
| T. Rowe Price Small-Cap Value | 642.97K | 5.20% | -1.47K |
| Vanguard Total Stock Mkt Idx Inv | 397.60K | 3.20% | -8.82K |
| T. Rowe Price U.S. SC Value Eq Tr-D | 389.42K | 3.13% | 8.60K |
| Vanguard US Total Market Shares ETF | 390.35K | 2.95% | - |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 380.82K | 2.88% | 23.57K |
| Schwab US Dividend Equity ETF™ | 346.07K | 2.80% | 66.00 |
| CREF Stock R1 | 266.90K | 2.02% | 26.74K |
| Avantis US Small Cap Value ETF | 248.47K | 2.01% | 1.13K |
| iShares Russell 2000 ETF | 185.05K | 1.50% | - |
PFBC Ownership FAQ
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