Security record · archived quarter
PFBC
Preferred Bank · Financial Services · Banks - Regional
12Tracked holders
0Δ holders
1.41MShares held
$117.55MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -3.4% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
Who holds it · Q1 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 599.90K | -6.5% | $50.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 367.19K | +2.0% | $30.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 367.19K | +2.0% | $30.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Millennium Management ✦ | 139.05K | -5.9% | $11.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Renaissance Technologies ✦ | 85.36K | +18.6% | $7.14M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 57.41K | -35.3% | $4.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 57.41K | -35.3% | $4.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 57.41K | -35.3% | $4.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 57.41K | -35.3% | $4.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 57.41K | -35.3% | $4.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 51.13K | +39.4% | $4.28M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 33.53K | +0.8% | $2.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 33.53K | +0.8% | $2.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 28.30K | +999.6% | $2.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 22.59K | -46.1% | $1.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 22.59K | -46.1% | $1.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Fisher Asset Management ✦ | 9.75K | 0.0% | $816,019 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Arrowstreet Capital ✦ | 7.24K | -53.4% | $605,698 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Point72 Asset Management ✦ | 3.60K | -32.0% | $301,338 | 0.0% | ▼ Trim | 4 | 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: Q1 2025 ·
Methodology ·
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