Latest Period
Q1 2026
Security Snapshot
Preferred Bank - Common Stock (PFBC) Institutional Ownership
CUSIP: 740367404
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
204
Shares (Excl. Options)
10,137,636
Price
$90.69
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- Security type / class
- Equity / Common Stock
- Symbol
- PFBC on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 10,137,636
- Total 13F value
- $919,465,576
- Portfolio coverage rank
- 0%
- Share change
- -247,953
- Value change
- -$23,460,480
- Number of holders
- 204
- Shares outstanding
- 13,482,362
- SEC-reported price per share
- $94.72
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.
- 204 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 218 to 204 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $985,088,541 to $919,465,576.
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 204 institutions filings for Q1 2026.
Security key
740367404
Latest holder period
Q1 2026
13F holders
204
13D/G owners
1
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
1
Security
PFBC
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 4.7% | $50,776,057 | 633,671 | Dimensional Fund Advisors LP | 31 Mar 2025 |
As of 31 Mar 2026, 204 institutional investors reported holding 10,137,636 shares of Preferred Bank - Common Stock (PFBC). This represents 75% of the company’s total 13,482,362 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
60%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8.9% | 1,204,923 | -0.12% | 0% | $109,274,447 |
| T. Rowe Price Investment Management, Inc. | 8% | 1,082,201 | +3.5% | 0.07% | $98,145,000 |
| STATE STREET CORP | 4.4% | 588,589 | +8.8% | 0% | $53,379,136 |
| DIMENSIONAL FUND ADVISORS LP | 4.3% | 579,154 | -1.2% | 0.01% | $52,523,132 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.7% | 501,919 | 0% | 0% | $45,519,034 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.1% | 416,788 | -16% | 0.01% | $37,798,504 |
| AMERICAN CENTURY COMPANIES INC | 3% | 400,320 | +9.3% | 0.02% | $36,305,021 |
| Boston Partners | 2.9% | 395,947 | -20% | 0.04% | $35,939,750 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.8% | 376,150 | +4.1% | 0% | $34,117,962 |
| Nuveen, LLC | 2.5% | 333,462 | -6.3% | 0.01% | $30,241,669 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.9% | 250,185 | 0% | 0% | $22,689,278 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.6% | 220,404 | +11% | 0.42% | $19,988,439 |
| MORGAN STANLEY | 1.6% | 212,217 | +0.18% | 0% | $19,246,063 |
| TWO SIGMA INVESTMENTS, LP | 1.4% | 184,725 | +73% | 0.01% | $16,752,710 |
| HSBC HOLDINGS PLC | 1.3% | 171,757 | +19% | 0.01% | $15,605,841 |
| GOLDMAN SACHS GROUP INC | 1.2% | 163,449 | -21% | 0% | $14,823,207 |
| NORTHERN TRUST CORP | 1.1% | 147,846 | +2.6% | 0% | $13,408,153 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1% | 141,315 | +1.7% | 0.04% | $12,815,857 |
| Stieven Capital Advisors, L.P. | 0.91% | 122,621 | +4% | 2.4% | $11,120,498 |
| Bank of New York Mellon Corp | 0.89% | 120,102 | -3.3% | 0% | $10,892,040 |
| Invesco Ltd. | 0.81% | 109,513 | +7.4% | 0% | $9,931,734 |
| Phocas Financial Corp. | 0.75% | 101,657 | -22% | 1.4% | $9,219,273 |
| Qube Research & Technologies Ltd | 0.75% | 101,048 | -20% | 0.01% | $9,164,043 |
| CITADEL ADVISORS LLC | 0.64% | 86,828 | +29% | 0.01% | $7,874,432 |
| MALTESE CAPITAL MANAGEMENT LLC | 0.62% | 83,263 | +29% | 1.5% | $7,551,121 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 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 |
| 2020 Q1 | 11,738,791 | $396,788,289 | -$13,091,337 | $33.82 | 110 |