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Security record · archived quarter

PFBC

Preferred Bank · Financial Services · Banks - Regional

103.60 +0.2% mkt cap $1.23B quote delayed (FMP) · as of Aug 26 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
10Tracked holders
0Δ holders
814.87KShares held
$65.40MReported value
+0New positions
−0Exits
Rising Conviction score 52/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +14.5% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 88 +8 7.66M $813.36M +11 −3
Q1 2026 83 -1 7.50M $680.05M +3 −4
Q4 2025 84 -1 8.04M $759.74M −1
Q3 2025 19 +1 4.00M $361.51M +1
Q2 2025 15 0 3.62M $312.97M
Q1 2025 12 0 1.41M $117.55M
Q4 2024 12 +1 1.45M $125.68M +1
Q3 2024 10 0 814.87K $65.40M
Q2 2024 10 711.90K $53.75M
Holder count
Who holds it · Q3 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 Geode Capital Management (passive) 352.60K +3.6% $28.30M 0.0% ▲ Add 2 SEC ↗
2 Geode Capital Management (passive) 352.60K +3.6% $28.30M 0.0% ▲ Add 2 SEC ↗
3 Millennium Management 114.71K +29.1% $9.21M 0.0% ▲ Add 2 SEC ↗
4 AQR Capital Management 97.86K +25.9% $7.85M 0.0% ▲ Add 2 SEC ↗
5 AQR Capital Management 97.86K +25.9% $7.85M 0.0% ▲ Add 2 SEC ↗
6 AQR Capital Management 97.86K +25.9% $7.85M 0.0% ▲ Add 2 SEC ↗
7 Renaissance Technologies 69.56K -6.5% $5.58M 0.0% ▼ Trim 2 SEC ↗
8 Citadel Advisors 52.45K +1223.3% $4.21M 0.0% ▲ Add 2 SEC ↗
9 Citadel Advisors 52.45K +1223.3% $4.21M 0.0% ▲ Add 2 SEC ↗
10 Two Sigma Investments 48.28K +136.5% $3.87M 0.0% ▲ Add 2 SEC ↗
11 Arrowstreet Capital 37.43K -49.1% $3.00M 0.0% ▼ Trim 2 SEC ↗
12 T. Rowe Price 29.41K +17.0% $2.36M 0.0% ▲ Add 2 SEC ↗
13 T. Rowe Price 29.41K +17.0% $2.36M 0.0% ▲ Add 2 SEC ↗
14 Point72 Asset Management 6.40K +330.7% $513,600 0.0% ▲ Add 2 SEC ↗
15 D. E. Shaw & Co. 6.17K +2.5% $495,143 0.0% ▲ Add 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 204 holders, 10.11M shares, $808.05M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q3 2024 · Methodology · Get this via the API