Preferred Bank (PFBC) shareholders
Close on Nov 13, 2026Market cap –P/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 1,327,821 | 9.80% | 13G (passive) amendment | Dec 31, 2023 |
| T. Rowe Price Investment Management, Inc. | 1,124,173 | 8.40% | 13G (passive) amendment | Nov 14, 2024 |
| State Street Corporation | 646,206 | 5.50% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PFBC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,159,221 | – | $123.18M | −45,702 | 0.00% |
| T. Rowe Price Investment Management, Inc. | 1,077,055 | – | $114.45M | −5,146 | 0.08% |
| State Street Corp | 646,206 | – | $68.66M | +57,617 | 0.00% |
| Dimensional Fund Advisors LP | 573,320 | – | $60.92M | −5,834 | 0.01% |
| Vanguard Capital Management LLC | 475,275 | – | $50.50M | −26,644 | 0.00% |
| American Century Companies Inc | 447,109 | – | $47.51M | +46,789 | 0.02% |
| Charles Schwab Investment Management Inc | 439,652 | – | $46.72M | +22,864 | 0.01% |
| Boston Partners | 412,063 | – | $43.76M | +16,116 | 0.04% |
| Geode Capital Management, LLC | 399,169 | – | $42.42M | +23,019 | 0.00% |
| Nuveen, LLC | 332,262 | – | $35.31M | −1,200 | 0.01% |
| Two Sigma Investments, LP | 315,265 | – | $33.50M | +130,540 | 0.02% |
| Vanguard Portfolio Management LLC | 258,444 | – | $27.46M | +8,259 | 0.00% |
| Morgan Stanley | 224,570 | – | $23.86M | +12,353 | 0.00% |
| Goldman Sachs Group Inc | 174,961 | – | $18.59M | +11,512 | 0.00% |
| Kennedy Capital Management LLC | 167,220 | – | $17.77M | −53,184 | 0.31% |
| Hsbc Holdings PLC | 154,396 | – | $16.35M | −17,361 | 0.01% |
| Northern Trust Corp | 150,000 | – | $15.94M | +2,154 | 0.00% |
| Hotchkis & Wiley Capital Management LLC | 141,435 | – | $15.03M | +120 | 0.04% |
| Stieven Capital Advisors, L.P. | 117,921 | – | $12.53M | −4,700 | 2.39% |
| Bank of New York Mellon Corp | 116,241 | – | $12.35M | −3,861 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 229 | 10M | 41 / 76 | 71 / 16 | 1M | 0M |
| Q1 2026 | 207 | 10M | 23 / 75 | 81 / 31 | 1M | 1M |
| Q4 2025 | 219 | 11M | 29 / 65 | 91 / 19 | 1M | 1M |
| Q3 2025 | 213 | 10M | 25 / 73 | 90 / 21 | 0M | 1M |
| Q2 2025 | 209 | 11M | 16 / 81 | 91 / 25 | 1M | 1M |
| Q1 2025 | 221 | 11M | 23 / 72 | 85 / 19 | 1M | 1M |
| Q4 2024 | 220 | 12M | 25 / 72 | 80 / 19 | 1M | 1M |
| Q3 2024 | 216 | 11M | 30 / 72 | 78 / 20 | 2M | 1M |
| Q2 2024 | 208 | 11M | 33 / 72 | 70 / 19 | 1M | 1M |
| Q1 2024 | 195 | 11M | 22 / 57 | 84 / 19 | 1M | 1M |
| Q4 2023 | 195 | 11M | 26 / 73 | 72 / 16 | 1M | 1M |
| Q3 2023 | 186 | 10M | 32 / 59 | 70 / 13 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
261 funds held PFBC in Q2 2026, 50% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Preferred Bank's stock actually held short. Settlement fails (shares not delivered on time) peaked at 5,524 shares on Sep 22, 2026 over the last 90 days.
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