Latest Period
Q2 2026
Security Snapshot
Preferred Bank - COMMON STOCK (PFBC) Institutional Ownership
CUSIP: 740367404
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
227
Shares (Excl. Options)
10,364,226
Price
$106.26
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- Security type / class
- Equity / COMMON STOCK
- Symbol
- PFBC on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 10,364,226
- Total 13F value
- $1,101,003,610
- Portfolio coverage rank
- 0%
- Share change
- +236,894
- Value change
- +$26,031,124
- Number of holders
- 227
- Shares outstanding
- 11,749,200
- SEC-reported price per share
- $104.09
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- PFBC - Preferred Bank - COMMON STOCK is tracked under CUSIP 740367404.
- 227 institutions reported positions in Q2 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 204 to 227 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $919,465,576 to $1,101,003,610.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 227 institutions filings for Q2 2026.
Security key
740367404
Latest holder period
Q2 2026
13F holders
227
13D/G owners
2
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 740367404:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
PFBC
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| STATE STREET CORP | 5.5% | $69,486,531 | 646,206 | STATE STREET CORPORATION | 30 Jun 2026 | |||
| DIMENSIONAL FUND ADVISORS LP | 4.7% | $50,776,057 | 633,671 | Dimensional Fund Advisors LP | 31 Mar 2025 |
As of 30 Jun 2026, 227 institutional investors reported holding 10,364,226 shares of Preferred Bank - COMMON STOCK (PFBC). This represents 88% of the company’s total 11,749,200 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
70%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9.9% | 1,159,221 | -3.8% | 0% | $123,178,799 |
| T. Rowe Price Investment Management, Inc. | 9.2% | 1,077,055 | -0.48% | 0.08% | $114,448,000 |
| STATE STREET CORP | 5.5% | 646,206 | +9.8% | 0% | $68,657,558 |
| DIMENSIONAL FUND ADVISORS LP | 4.9% | 573,320 | -1% | 0.01% | $60,920,039 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4% | 475,275 | -5.3% | 0% | $50,502,722 |
| AMERICAN CENTURY COMPANIES INC | 3.8% | 447,109 | +12% | 0.02% | $47,509,802 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.7% | 439,652 | +5.5% | 0.01% | $46,717,422 |
| Boston Partners | 3.5% | 412,063 | +4.1% | 0.04% | $43,764,654 |
| GEODE CAPITAL MANAGEMENT, LLC | 3.4% | 399,169 | +6.1% | 0% | $42,421,976 |
| Nuveen, LLC | 2.8% | 332,262 | -0.36% | 0.01% | $35,306,110 |
| TWO SIGMA INVESTMENTS, LP | 2.7% | 315,265 | +71% | 0.03% | $33,500,059 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.2% | 258,444 | +3.3% | 0% | $27,462,259 |
| MORGAN STANLEY | 1.9% | 224,570 | +5.8% | 0% | $23,862,979 |
| GOLDMAN SACHS GROUP INC | 1.5% | 174,961 | +7% | 0% | $18,591,356 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.4% | 167,220 | -24% | 0.31% | $17,768,797 |
| HSBC HOLDINGS PLC | 1.3% | 154,396 | -10% | 0.01% | $16,347,448 |
| NORTHERN TRUST CORP | 1.3% | 150,000 | +1.5% | 0% | $15,939,000 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.2% | 141,435 | +0.08% | 0.04% | $15,028,883 |
| Stieven Capital Advisors, L.P. | 1% | 117,921 | -3.8% | 2.4% | $12,530,285 |
| Bank of New York Mellon Corp | 0.99% | 116,241 | -3.2% | 0% | $12,351,770 |
| Invesco Ltd. | 0.96% | 112,712 | +2.9% | 0% | $11,976,777 |
| Dana Investment Advisors, Inc. | 0.9% | 105,736 | +33% | 0.29% | $11,235,507 |
| Qube Research & Technologies Ltd | 0.82% | 96,660 | -4.3% | 0.01% | $10,271,092 |
| Phocas Financial Corp. | 0.82% | 96,557 | -5% | 1.4% | $10,260,147 |
| AQR CAPITAL MANAGEMENT LLC | 0.71% | 83,058 | +136% | 0% | $8,825,755 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 10,364,226 | $1,101,003,610 | +$26,031,124 | $106.26 | 227 |
| 2026 Q1 | 10,137,636 | $919,465,576 | -$23,460,480 | $90.69 | 204 |
| 2025 Q4 | 10,427,141 | $985,088,541 | +$1,501,102 | $94.43 | 218 |
| 2025 Q3 | 10,420,510 | $941,811,004 | -$32,290,673 | $90.39 | 211 |
| 2025 Q2 | 10,778,837 | $933,284,578 | -$52,308,124 | $86.54 | 208 |
| 2025 Q1 | 11,399,348 | $953,451,811 | -$7,110,291 | $83.66 | 220 |
| 2024 Q4 | 11,509,863 | $994,471,986 | +$32,999,557 | $86.38 | 218 |
| 2024 Q3 | 11,128,147 | $893,284,136 | +$8,368,617 | $80.25 | 215 |
| 2024 Q2 | 11,034,416 | $833,196,105 | +$24,333,327 | $75.49 | 207 |
| 2024 Q1 | 10,722,095 | $823,083,048 | +$23,405,830 | $76.77 | 192 |
| 2023 Q4 | 10,494,919 | $766,855,839 | +$5,972,525 | $73.05 | 193 |
| 2023 Q3 | 10,442,800 | $649,920,158 | -$20,867,822 | $62.25 | 183 |
| 2023 Q2 | 10,804,417 | $594,990,600 | -$22,596,786 | $54.99 | 167 |
| 2023 Q1 | 11,186,486 | $612,412,265 | -$5,633,101 | $54.81 | 172 |
| 2022 Q4 | 11,170,929 | $833,467,186 | +$36,818,137 | $74.62 | 176 |
| 2022 Q3 | 10,726,329 | $700,724,965 | -$88,010,713 | $65.23 | 150 |
| 2022 Q2 | 10,990,248 | $748,237,749 | -$8,092,773 | $68.02 | 154 |
| 2022 Q1 | 11,176,232 | $828,818,787 | +$11,547,572 | $74.09 | 159 |
| 2021 Q4 | 11,020,468 | $791,289,573 | -$2,711,018 | $71.79 | 142 |
| 2021 Q3 | 11,035,492 | $736,134,090 | -$14,759,026 | $66.68 | 124 |
| 2021 Q2 | 11,253,907 | $712,444,894 | -$8,996,136 | $63.27 | 126 |
| 2021 Q1 | 11,398,229 | $726,319,677 | +$18,835,843 | $63.68 | 129 |
| 2020 Q4 | 11,229,095 | $566,813,935 | -$8,206,170 | $50.47 | 133 |
| 2020 Q3 | 11,493,376 | $369,450,074 | -$7,897,831 | $32.12 | 112 |
| 2020 Q2 | 11,693,572 | $500,134,979 | +$692,816 | $42.85 | 120 |