Security key
740367404
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 13,482,362
- Total 13F shares
- 10,420,510
- Share change
- -359,967
- Total reported value
- $941,811,004
- Price per share
- $90.39
- Number of holders
- 211
- Value change
- -$32,290,673
- Number of buys
- 94
- Number of sells
- 111
Report period
Q3 2025
Institutions
211
Top holders
10
PFBC full security history
Newer quarter: Q4 2025
Previous quarter: Q2 2025
Preferred Bank SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 740367404
Recent filing periods:
Top shareholders of PFBC - Preferred Bank - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP |
13F
13D/G
|
Company |
4.7%
from 13D/G
|
608,249
|
$52,641,121 | — | 30 Jun 2025 | |
| BlackRock, Inc. |
13F
|
Company |
9%
|
1,216,791
|
$105,307,193 | — | 30 Jun 2025 | |
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
8.5%
|
1,150,614
|
$99,575,000 | — | 30 Jun 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
6.6%
|
886,648
|
$76,734,951 | — | 30 Jun 2025 | |
| STATE STREET CORP |
13F
|
Company |
4.5%
|
610,263
|
$52,815,211 | — | 30 Jun 2025 | |
| Boston Partners |
13F
|
Company |
3.9%
|
532,085
|
$46,427,696 | — | 30 Jun 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
3.6%
|
485,683
|
$42,033,450 | — | 30 Jun 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.8%
|
372,081
|
$32,204,949 | — | 30 Jun 2025 | |
| Nuveen, LLC |
13F
|
Company |
2.6%
|
344,099
|
$29,780,048 | — | 30 Jun 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
2.2%
|
291,858
|
$25,258,851 | — | 30 Jun 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.6%
|
215,771
|
$18,673,918 | — | 30 Jun 2025 | |
| UBS Group AG |
13F
|
Company |
1.3%
|
178,214
|
$15,423,530 | — | 30 Jun 2025 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.3%
|
173,807
|
$15,042,127 | — | 30 Jun 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.2%
|
158,253
|
$13,696,006 | — | 30 Jun 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.1%
|
149,900
|
$12,973,102 | — | 30 Jun 2025 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.1%
|
147,150
|
$12,735,097 | — | 30 Jun 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
1.1%
|
146,769
|
$12,702,123 | — | 30 Jun 2025 | |
| HSBC HOLDINGS PLC |
13F
|
Company |
1.1%
|
146,435
|
$12,694,450 | — | 30 Jun 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1%
|
135,792
|
$11,752,102 | — | 30 Jun 2025 | |
| Phocas Financial Corp. |
13F
|
Company |
0.95%
|
127,541
|
$11,038,036 | — | 30 Jun 2025 | |
| Stieven Capital Advisors, L.P. |
13F
|
Company |
0.9%
|
121,021
|
$10,473,762 | — | 30 Jun 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.76%
|
103,094
|
$8,922,270 | — | 30 Jun 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.63%
|
84,619
|
$7,323,000 | — | 30 Jun 2025 | |
| Dana Investment Advisors, Inc. |
13F
|
Company |
0.6%
|
81,211
|
$7,028,406 | — | 30 Jun 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.57%
|
76,655
|
$6,634,108 | — | 30 Jun 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.57%
|
76,617
|
$6,630,818 | — | 30 Jun 2025 | |
| ProShare Advisors LLC |
13F
|
Company |
0.55%
|
74,663
|
$6,461,709 | — | 30 Jun 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.52%
|
70,600
|
$6,110,078 | — | 30 Jun 2025 | |
| MALTESE CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.52%
|
70,000
|
$6,058,150 | — | 30 Jun 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.5%
|
68,014
|
$5,886,272 | — | 30 Jun 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.46%
|
61,999
|
$5,365,704 | — | 30 Jun 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.46%
|
61,857
|
$5,353,415 | — | 30 Jun 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.43%
|
58,285
|
$5,044,275 | — | 30 Jun 2025 | |
| Numerai GP LLC |
13F
|
Company |
0.43%
|
57,936
|
$5,014,071 | — | 30 Jun 2025 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.42%
|
56,300
|
$4,872,484 | — | 30 Jun 2025 | |
| De Lisle Partners LLP |
13F
|
Company |
0.41%
|
54,679
|
$4,732,194 | — | 30 Jun 2025 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
0.4%
|
53,540
|
$4,634,000 | — | 30 Jun 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.39%
|
52,022
|
$4,502,244 | — | 30 Jun 2025 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.38%
|
50,856
|
$4,401,333 | — | 30 Jun 2025 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.32%
|
43,441
|
$3,759,601 | — | 30 Jun 2025 | |
| WINTON GROUP Ltd |
13F
|
Company |
0.31%
|
42,116
|
$3,644,929 | — | 30 Jun 2025 | |
| KESTREL INVESTMENT MANAGEMENT CORP |
13F
|
Company |
0.31%
|
41,450
|
$3,587,000 | — | 30 Jun 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.3%
|
40,388
|
$3,495,362 | — | 30 Jun 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.29%
|
39,366
|
$3,406,931 | — | 30 Jun 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.28%
|
38,326
|
$3,318,000 | — | 30 Jun 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.27%
|
36,041
|
$3,119,169 | — | 30 Jun 2025 | |
| Brandywine Global Investment Management, LLC |
13F
|
Company |
0.25%
|
33,479
|
$2,897,440 | — | 30 Jun 2025 | |
| Legal & General Group Plc |
13F
|
Company |
0.25%
|
33,400
|
$2,890,604 | — | 30 Jun 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.24%
|
32,114
|
$2,779,306 | — | 30 Jun 2025 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
0.23%
|
30,509
|
$2,640,401 | — | 30 Jun 2025 |
Institutional Holders of Preferred Bank - Common Stock (PFBC) as of Q3 2025
As of 30 Sep 2025,
Preferred Bank - Common Stock (PFBC) was held by
211 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
10,420,510 shares.
The largest 10 holders included
BlackRock, Inc., T. Rowe Price Investment Management, Inc., VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, STATE STREET CORP, Boston Partners, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, GEODE CAPITAL MANAGEMENT, LLC, AMERICAN CENTURY COMPANIES INC, and Nuveen, LLC.
This page lists
212
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
208
Q3 2025 holders
211
Holder diff
3
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 Value $ | Q3 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.