Preferred Bank Ownership | Who Owns Preferred Bank?
Preferred Bank Ownership Summary
Preferred Bank is owned by 80.10% institutional investors, 8.16% insiders, and 11.74% 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 5.79% of its assets in Preferred Bank shares.
PFBC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Preferred Bank | 80.10% | 8.16% | 11.74% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Regional Banks Stocks | 38.44% | 12.57% | 48.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.33M | 9.81% | $100.04M |
| Blackrock funding, inc. /de | 1.20M | 9.57% | $109.27M |
| T. rowe price investment management | 1.08M | 8.59% | $98.14M |
| Vanguard group | 837.90K | 6.86% | $79.12M |
| State street | 588.59K | 4.67% | $53.38M |
| Dimensional fund advisors lp | 579.15K | 4.60% | $52.52M |
| Nuveen asset management | 468.76K | 3.52% | $40.49M |
| Charles schwab investment management | 416.79K | 3.31% | $37.80M |
| American century companies | 400.32K | 3.18% | $36.31M |
| Boston partners | 395.95K | 3.14% | $35.94M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Stieven capital advisors | 122.62K | 2.38% | $11.12M |
| Kestrel investment management | 39.75K | 2.15% | $3.60M |
| Angel oak capital advisors | 15.50K | 1.56% | $1.41M |
| Maltese capital management | 83.26K | 1.49% | $7.55M |
| Phocas financial | 101.66K | 1.45% | $9.22M |
| De lisle partners llp | 56.18K | 0.61% | $5.09M |
| Summerhaven investment management | 8.02K | 0.45% | $726.97K |
| Kennedy capital management | 220.40K | 0.42% | $19.99M |
| Dana investment advisors | 79.42K | 0.21% | $7.20M |
| Pharvision advisers | 3.04K | 0.15% | $275.15K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Two sigma investments, lp | 184.72K | 0.01% | 78.23K |
| Vanguard fiduciary trust | 73.59K | 0.00% | 73.59K |
| State street | 588.59K | 0.00% | 47.37K |
| T. rowe price investment management | 1.08M | 0.07% | 36.52K |
| American century companies | 400.32K | 0.02% | 34.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Boston partners | 395.95K | 0.04% | -96.96K |
| Oberweis asset management inc/ | - | - | -95.00K |
| Charles schwab investment management | 416.79K | 0.01% | -78.04K |
| Goldman sachs group | 163.45K | 0.00% | -43.17K |
| Denali advisors | 8.82K | 0.09% | -41.78K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 73.59K | 0.00% | 73.59K | $6.67M |
| Xtx topco | 20.10K | 0.03% | 20.10K | $1.82M |
| Exchange traded concepts | 15.60K | 0.01% | 15.60K | $1.41M |
| Vanguard global advisers | 10.68K | 0.00% | 10.68K | $968.57K |
| Vanguard asset management | 8.10K | 0.00% | 8.10K | $734.32K |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Flagship harbor advisors | -2.00 |
| Clearstead trust | -5.00 |
| Signaturefd | -7.00 |
| Abich financial wealth management | -13.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 220 | -0.90% | 11,352,864 | -1.34% | 85 | 1.15% | 93 | -4.12% | 84 | 6.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 685.91K | 5.79% | - |
| T. Rowe Price Small-Cap Value | 586.29K | 4.83% | 10.60K |
| T. Rowe Price U.S. SC Value Eq Tr-D | 378.92K | 3.12% | 22.19K |
| Vanguard Total Stock Mkt Idx Inv | 364.04K | 2.99% | - |
| 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 |
| Avantis US Small Cap Value ETF | 335.62K | 2.83% | - |
| Schwab US Dividend Equity ETF™ | 261.17K | 2.21% | 196.00 |
| CREF Stock R1 | 266.90K | 2.02% | 26.74K |
| Kennedy Small Cap Value | 218.92K | 1.81% | 28.95K |
PFBC Ownership FAQ
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