Preferred Bank Ownership | Who Owns Preferred Bank?
Preferred Bank Ownership Summary
Preferred Bank is owned by 48.61% institutional investors, 8.35% insiders, and 43.04% 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 | 48.61% | 8.35% | 43.04% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
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 | 9.43% | $109.43M |
| T. rowe price investment management | 1.14M | 8.88% | $102.97M |
| Vanguard group | 869.63K | 6.78% | $78.61M |
| Dimensional fund advisors lp | 601.05K | 4.68% | $54.33M |
| State street | 554.79K | 4.32% | $50.15M |
| Boston partners | 528.53K | 4.12% | $47.75M |
| Charles schwab investment management | 478.48K | 3.73% | $43.25M |
| Nuveen asset management | 468.76K | 3.52% | $40.49M |
| Geode capital management | 362.33K | 2.82% | $32.76M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Kestrel investment management | 41.45K | 2.11% | $3.75M |
| Stieven capital advisors | 118.22K | 2.01% | $10.69M |
| Phocas financial | 130.19K | 1.53% | $11.77M |
| Maltese capital management | 72.50K | 0.99% | $6.55M |
| De lisle partners llp | 54.68K | 0.61% | $4.93M |
| Summerhaven investment management | 9.18K | 0.48% | $829.87K |
| Angel oak capital advisors | 5.00K | 0.35% | $451.95K |
| Denali advisors | 34.20K | 0.35% | $3.09M |
| Kennedy capital management | 166.26K | 0.33% | $15.03M |
| Numerai gp | 23.40K | 0.30% | $2.11M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Qube research | 74.64K | 0.01% | 55.42K |
| American century companies | 337.80K | 0.02% | 45.95K |
| Denali advisors | 34.20K | 0.35% | 34.20K |
| Millennium management | 147.70K | 0.01% | 32.99K |
| Fmr | 42.02K | 0.00% | 25.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Oberweis asset management inc/ | - | - | -95.00K |
| Ubs group | 83.28K | 0.00% | -94.93K |
| Weiss asset management lp | - | - | -82.19K |
| State street | 554.79K | 0.00% | -55.47K |
| Lsv asset management | 3.70K | 0.00% | -49.84K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Mqs management | 5.58K | 0.29% | 5.58K | $503.92K |
| Angel oak capital advisors | 5.00K | 0.35% | 5.00K | $451.95K |
| Brevan howard capital management lp | 4.15K | 0.00% | 4.15K | $375.39K |
| Y-intercept (hong kong) | 4.10K | 0.01% | 4.10K | $370.87K |
| Pharvision advisers | 3.04K | 0.15% | 3.04K | $275.15K |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Ifp advisors | -3.00 |
| Abich financial wealth management | -13.00 |
| Ronald blue trust | -17.00 |
| First horizon advisors | -19.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 216 | 3.35% | 11,129,232 | 0.85% | 83 | 1.22% | 101 | -4.72% | 77 | 10.00% |
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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