PFBC Institutional Ownership
Who owns Preferred Bank and what the big funds did with it last quarter, from every SEC 13F filing. 230 funds reported holding PFBC at Jun 30, 2026.
- ▲112 buying vs 87 selling
- ▲Shares held by funds +2.3%
- ▲Funds holding +22
- ●Superinvestors: 2 added, 2 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 230 | 208 | +10.6% |
| In funds' top 10 | 1 | 0 | – |
| 13F shares | 10.4M | 10.1M | +2.3% |
| Held by funds | – | – | – |
| New positions | 39 | 17 | +129.4% |
| Increased | 73 | 75 | −2.7% |
| Reduced | 71 | 82 | −13.4% |
| Sold out | 16 | 31 | −48.4% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in PFBC
All superinvestors →
Who owns PFBC
share of fund held shares- Index and passive funds42.8%
- Active managers and hedge funds46.2%
- Banks and brokers9.6%
- Pensions, insurers and other1.5%
The top 10 holders own 57.4% of all PFBC shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
46 funds changed their position- ProShare Advisors LLCSold out−68K sh
- Exchange Traded Concepts, LLCSold out−16K sh
- Principal Financial Group IncAdded+13K sh
- Y-Intercept (Hong Kong) LtdTrimmed−13K sh
- Empirical Financial Services, LLC d.b.a. Empirical Wealth MaAdded+6,779 sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | – | 1.2M | $123M | −46K |
| 2 | T. Rowe Price Investment Management, Inc. | – | 1.1M | $114M | −5,146 |
| 3 | State Street Corp | – | 646K | $68.7M | +58K |
| 4 | Dimensional Fund Advisors LP | – | 573K | $60.9M | −5,834 |
| 5 | Vanguard Capital Management LLC | – | 475K | $50.5M | −27K |
| 6 | American Century Companies Inc | – | 447K | $47.5M | +47K |
| 7 | Charles Schwab Investment Management Inc | – | 440K | $46.7M | +23K |
| 8 | Boston Partners | – | 412K | $43.8M | +16K |
| 9 | Geode Capital Management, LLC | – | 399K | $42.4M | +23K |
| 10 | Nuveen, LLC | – | 332K | $35.3M | −1,200 |
- Two Sigma Investments, LP+131K sh+$13.9M
- State Street Corp+58K sh+$6.1M
- CSM Advisors, LLC+56K sh+$5.9M
- AQR Capital Management LLC+48K sh+$5.1M
- American Century Companies Inc+47K sh+$5M
- Dana Investment Advisors, Inc.+26K sh+$2.8M
- Geode Capital Management, LLC+23K sh+$2.4M
- Charles Schwab Investment Management Inc+23K sh+$2.4M
- Kennedy Capital Management LLC−53K sh−$5.7M
- Tudor Investment Corp ET AL−46K sh−$4.9M
- BlackRock, Inc.−46K sh−$4.9M
- Vanguard Capital Management LLC−27K sh−$2.8M
- Citadel Advisors LLC−22K sh−$2.3M
- Renaissance Technologies LLC−18K sh−$1.9M
- First Trust Advisors LP−18K sh−$1.9M
- HSBC Holdings PLC−17K sh−$1.8M
PFBC institutional ownership FAQ
Who owns the most PFBC stock?
In Q2 2026 13F filings the largest holder of PFBC was BlackRock, Inc., followed by T. Rowe Price Investment Management, Inc. and State Street Corp. Index fund managers are usually the biggest holders of large companies.
What percentage of PFBC is owned by institutions?
230 funds reported holding 10.4M PFBC shares at Jun 30, 2026.
Are hedge funds buying PFBC?
In Q2 2026, 112 funds bought PFBC (39 of them new positions) and 87 sold (16 sold out completely). Among well known investors, 2 added and 2 cut. Our fund sentiment for PFBC is bullish.
What is PFBC's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this PFBC ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.