Preferred Bank Ownership | Who Owns Preferred Bank?

Preferred Bank Ownership Summary

Preferred Bank is owned by 89.25% institutional investors, 7.97% insiders, and 2.78% 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 5.65% of its assets in Preferred Bank shares.

PFBC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Preferred Bank	89.25%	7.97%	2.78%
Sector	Financial Services Stocks	493.55%	13.79%	-407.34%
Industry	Regional Banks Stocks	56.79%	12.57%	30.64%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	1.33M	9.81%	$100.04M
Blackrock funding, inc. /de	1.16M	9.58%	$123.18M
T. rowe price investment management	1.08M	8.90%	$114.45M
Vanguard group	837.90K	6.86%	$79.12M
State street	646.21K	5.34%	$68.66M
Dimensional fund advisors lp	573.32K	4.74%	$60.92M
Vanguard capital management	475.27K	3.93%	$50.50M
American century companies	447.11K	3.69%	$47.51M
Sixth street partners management company	439.65K	3.63%	$46.72M
Charles schwab investment management	439.65K	3.63%	$46.72M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Stieven capital advisors	117.92K	2.39%	$12.53M
Kestrel investment management	39.75K	2.30%	$4.22M
Angel oak capital advisors	15.50K	2.08%	$1.65M
Maltese capital management	76.70K	1.49%	$8.15M
Phocas financial	96.56K	1.42%	$10.26M
De lisle partners llp	56.18K	0.65%	$5.97M
Summerhaven investment management	8.02K	0.46%	$851.78K
Kennedy capital management	167.22K	0.31%	$17.77M
Dana investment advisors	105.74K	0.29%	$11.24M
Pharvision advisers	3.04K	0.15%	$275.15K

Top Buyers

Holder	Shares	% Assets	Change
Sixth street partners management company	439.65K	0.01%	439.65K
Two sigma investments, lp	315.26K	0.02%	130.54K
State street	646.21K	0.00%	57.62K
Csm advisors	55.50K	0.13%	55.50K
Aqr capital management	83.06K	0.00%	47.80K

Top Sellers

Holder	Shares	% Assets	Change
Oberweis asset management inc/	-	-	-95.00K
Kennedy capital management	167.22K	0.31%	-53.18K
Tudor investment corp et al	10.02K	0.00%	-45.77K
Blackrock funding, inc. /de	1.16M	0.00%	-45.70K
Marshall wace, llp	-	-	-33.57K

New Positions

Holder	Shares	% Assets	Change	Value
Sixth street partners management company	439.65K	0.01%	439.65K	$46.72M
Csm advisors	55.50K	0.13%	55.50K	$5.90M
Ci private wealth	7.39K	0.00%	7.39K	$785.79K
Balyasny asset management	5.23K	0.00%	5.23K	$555.32K
Jain global	4.40K	0.00%	4.40K	$467.97K

Sold Out

Holder	Change
Mendota financial group	-1.00
Flagship harbor advisors	-2.00
Clearstead trust	-5.00
Mai capital management	-6.00
Signaturefd	-7.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	231	12.68%	10,804,037	6.57%	89	1.38%	119	20.20%	72	-7.69%
Mar 31, 2026	201	-6.94%	10,087,485	-3.26%	80	1.10%	98	4.26%	75	-16.67%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	668.99K	5.65%	-2.39K
T. Rowe Price Small-Cap Value	583.44K	4.93%	-2.48K
Avantis US Small Cap Value ETF	381.78K	3.22%	400.00
T. Rowe Price U.S. SC Value Eq Tr-D	376.67K	3.18%	-2.25K
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
Vanguard Total Stock Mkt Idx Inv	337.34K	2.85%	-26.70K
Vanguard Morn Total Stk Mkt Idx Investor	337.34K	2.85%	-26.70K
Vanguard MStar Total Stk Mkt Idx Invest	337.34K	2.85%	-
Schwab US Dividend Equity ETF™	288.07K	2.43%	640.00

PFBC Ownership FAQ

Who Owns Preferred Bank?

Preferred Bank shareholders are primarily institutional investors at 89.25%, followed by 7.97% insiders and 2.78% retail investors. The average institutional ownership in Preferred Bank's industry, Regional Banks Stocks, is 56.79%, 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 (1.16M shares, 9.58%), and T. rowe price investment management (1.08M shares, 8.90%). Together, they hold 28.28% 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?

Stieven capital advisors is Preferred Bank’s biggest shareholder by percentage of total assets invested, with 2.39% of its assets in 117.92K Preferred Bank shares, valued at 12.53M$.

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 5.65% of its total shares outstanding invested in 668.99K Preferred Bank shares.

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