Preferred Bank Ownership | Who Owns Preferred Bank?
Preferred Bank Ownership Summary
Preferred Bank is owned by 83.84% institutional investors, 8.48% insiders, and 7.68% 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 5.56% of its assets in Preferred Bank shares.
PFBC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Preferred Bank | 83.84% | 8.48% | 7.68% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 54.08% | 12.36% | 33.57% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.33M | 9.81% | $100.04M |
| Blackrock funding, inc. /de | 1.22M | 9.48% | $105.31M |
| T. rowe price investment management | 1.15M | 8.97% | $99.58M |
| 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 | 121.02K | 2.04% | $10.47M |
| Phocas financial | 20.31K | 1.31% | $1.75M |
| Maltese capital management | 70.00K | 0.85% | $6.06M |
| Numerai gp | 57.94K | 0.72% | $5.01M |
| De lisle partners llp | 54.68K | 0.67% | $4.73M |
| Summerhaven investment management | 10.58K | 0.60% | $915.82K |
| Kennedy capital management | 173.81K | 0.36% | $15.04M |
| Corton capital | 2.34K | 0.24% | $202.34K |
| Dana investment advisors | 81.21K | 0.23% | $7.03M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 203.17K | 0.00% | 186.58K |
| Numerai gp | 57.94K | 0.72% | 50.61K |
| American century companies | 291.86K | 0.01% | 34.80K |
| Millennium management | 147.70K | 0.01% | 32.99K |
| Deutsche bank ag\ | 36.37K | 0.00% | 29.18K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Phocas financial | 20.31K | 1.31% | -115.68K |
| Oberweis asset management inc/ | - | - | -95.00K |
| Weiss asset management lp | - | - | -82.19K |
| Blackrock funding, inc. /de | 1.22M | 0.00% | -71.35K |
| Goldman sachs group | 246.59K | 0.00% | -44.42K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| State of wisconsin investment board | 18.82K | 0.00% | 18.82K | $1.63M |
| Infrastructure capital advisors | 4.17K | 0.03% | 4.17K | $359.77K |
| Dynamic technology lab private | 2.45K | 0.03% | 2.45K | $212.00K |
| Clearstead advisors | 367.00 | 0.00% | 367.00 | $31.76K |
| Mai capital management | 162.00 | 0.00% | 162.00 | $14.02K |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Ifp advisors | -3.00 |
| Signaturefd | -11.00 |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 690.63K | 5.56% | - |
| T. Rowe Price Small-Cap Value | 644.44K | 5.19% | -11.87K |
| 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™ | 347.19K | 2.79% | -54.00 |
| CREF Stock R1 | 266.90K | 2.02% | 26.74K |
| Avantis US Small Cap Value ETF | 236.71K | 1.90% | 400.00 |
| iShares Russell 2000 ETF | 185.05K | 1.49% | - |
PFBC Ownership FAQ
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