Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in PFBC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.2M | $109.3M | -0.1% | 9.893% | 0.00% |
| 2 | STATE STREET CORP | 589K | $53.4M | +8.8% | 4.832% | 0.00% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 579K | $52.5M | -1.2% | 4.755% | 0.01% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 502K | $45.5M | — | 4.121% | 0.00% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 417K | $37.8M | -15.8% | 3.422% | 0.01% |
| 6 | AMERICAN CENTURY COMPANIES INC | 400K | $36.3M | +9.3% | 3.287% | 0.02% |
| 7 | Boston Partners | 396K | $35.9M | -19.7% | 3.251% | 0.04% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 376K | $34.1M | +4.1% | 3.088% | 0.00% |
| 9 | Nuveen, LLC | 333K | $30.2M | -6.3% | 2.738% | 0.01% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 250K | $22.7M | — | 2.054% | 0.00% |
| 11 | KENNEDY CAPITAL MANAGEMENT, INC. | 220K | $20.0M | +10.5% | 1.810% | 0.42% |
| 12 | MORGAN STANLEY | 212K | $19.2M | +0.2% | 1.742% | 0.00% |
| 13 | TWO SIGMA INVESTMENTS, LP | 185K | $16.8M | +73.5% | 1.517% | 0.01% |
| 14 | HSBC HOLDINGS PLC | 172K | $15.6M | — | 1.410% | 0.01% |
| 15 | GOLDMAN SACHS GROUP INC | 163K | $14.8M | -20.9% | 1.342% | 0.00% |
| 16 | NORTHERN TRUST CORP | 148K | $13.4M | +2.6% | 1.214% | 0.00% |
| 17 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 141K | $12.8M | +1.7% | 1.160% | 0.04% |
| 18 | Stieven Capital Advisors, L.P. | 123K | $11.1M | +4.0% | 1.007% | 2.38% |
| 19 | Bank of New York Mellon Corp | 120K | $10.9M | -3.3% | 0.986% | 0.00% |
| 20 | Invesco Ltd. | 110K | $9.9M | +7.4% | 0.899% | 0.00% |
| 21 | Phocas Financial Corp. | 102K | $9.2M | -21.7% | 0.835% | 1.45% |
| 22 | Qube Research & Technologies Ltd | 101K | $9.2M | -20.0% | 0.830% | 0.01% |
| 23 | CITADEL ADVISORS LLC | 87K | $7.9M | +28.8% | 0.713% | 0.00% |
| 24 | MALTESE CAPITAL MANAGEMENT LLC | 83K | $7.6M | +28.5% | 0.684% | 1.49% |
| 25 | UBS Group AG | 82K | $7.4M | +40.3% | 0.671% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in PFBC — a direct measure of their conviction.
Filings activity in PFBC during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 202 | 5.2% | 65.22% | 3.99 pp | $807M | 5.8% |
| Q4 2025 | 213 | +1.9% | 69.21% | +2.95 pp | $857M | +4.5% |
| Q3 2025 | 209 | +1.0% | 66.26% | +0.89 pp | $820M | +1.4% |
| Q2 2025 | 207 | 4.6% | 65.37% | 1.48 pp | $809M | 2.2% |
| Q1 2025 | 217 | 0.9% | 66.85% | 2.09 pp | $827M | 3.0% |
| Q4 2024 | 219 | +2.3% | 68.94% | +7.91 pp | $853M | +13% |
| Q3 2024 | 214 | +1.9% | 61.03% | +4.49 pp | $755M | +7.9% |
| Q2 2024 | 210 | — | 56.54% | — | $700M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying PFBC stock.
Based on Q1 2026 13F filings, institutional ownership of Preferred Bank stands at 65.2%, held across 202 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of PFBC, with approximately 1,204,923 shares worth $0.11B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of PFBC, including TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for PFBC is 38 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
25 institutions opened new positions in PFBC during Q1 2026, while 36 fully exited. 62 added to existing positions and 113 trimmed.
PFBC institutional ownership fell by 3.99 percentage points quarter-over-quarter, with a net change of -11 holders.
The top 10 institutions account for 56.7% of all reported 13F value in PFBC, and the top 25 account for 79.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Preferred Bank (PFBC) Institutional Ownership