Security record · archived quarter
PFBC
Preferred Bank · Financial Services · Banks - Regional
84Tracked holders
-1Δ holders
8.04MShares held
$759.74MReported value
+0New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth -1.2% ·
share flow -1.1% ·
net new positions -1.2%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 4.71K | $483,695 | n/a | n/a |
| Q2 2026 | 87 | +7 | 7.65M | $813.13M | +10 | −3 |
| Q1 2026 | 83 | -1 | 7.50M | $680.05M | +3 | −4 |
| Q4 2025 | 84 | -1 | 8.04M | $759.74M | n/a | −1 |
| Q3 2025 | 19 | +1 | 4.00M | $361.51M | +1 | n/a |
| Q2 2025 | 15 | 0 | 3.62M | $312.97M | n/a | n/a |
| Q1 2025 | 12 | 0 | 1.41M | $117.55M | n/a | n/a |
| Q4 2024 | 12 | +1 | 1.45M | $125.68M | +1 | n/a |
| Q3 2024 | 10 | 0 | 814.87K | $65.40M | n/a | n/a |
| Q2 2024 | 10 | n/a | 711.90K | $53.75M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 1.21M | -0.3% | $113.92M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 2 | The Vanguard Group ✦ (passive) | 837.90K | -3.6% | $79.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 3 | Dimensional Fund Advisors Lp | 586.35K | n/a | $55.37M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 4 | State Street Global Advisors ✦ (passive) | 541.22K | -2.5% | $51.11M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 5 | Charles Schwab Investment… | 494.83K | n/a | $46.73M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Boston Partners | 492.91K | n/a | $46.63M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | American Century Companies Inc | 366.32K | n/a | $34.59M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passive) | 361.32K | -0.3% | $34.12M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 9 | Nuveen, LLC | 356.06K | n/a | $33.62M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Hsbc Holdings Plc | 289.18K | n/a | $27.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Morgan Stanley ✦ | 211.84K | -11.7% | $20.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×11 |
| 12 | Goldman Sachs Group ✦ | 206.62K | +19.1% | $19.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Northern Trust Corp | 144.08K | n/a | $13.61M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 14 | Hotchkis & Wiley Capital Management… | 138.94K | n/a | $13.12M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Qube Research & Technologies Ltd | 126.27K | n/a | $11.92M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 124.22K | n/a | $11.73M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 17 | Two Sigma Investments ✦ | 106.49K | +1.1% | $10.06M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 18 | Invesco Ltd. | 101.93K | n/a | $9.63M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 19 | Millennium Management ✦ | 75.97K | -45.5% | $7.17M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 20 | Principal Financial Group Inc | 69.97K | n/a | $6.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Citadel Advisors ✦ | 67.42K | +211.1% | $6.37M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 22 | ProShare Advisors LLC | 65.20K | n/a | $6.16M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 58.30K | n/a | $5.51M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 24 | Fidelity (FMR) ✦ | 52.02K | +23.8% | $4.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 25 | First Trust Advisors Lp | 51.14K | n/a | $4.83M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Renaissance Technologies ✦ | 49.76K | -33.3% | $4.70M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 45.53K | -47.6% | $4.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 28 | T. Rowe Price ✦ | 40.12K | -0.1% | $3.79M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 29 | Ameriprise Financial Inc | 38.69K | n/a | $3.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Federated Hermes, Inc. | 36.80K | n/a | $3.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | New York State Common Retirement… | 34.97K | n/a | $3.30M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Rhumbline Advisers | 34.12K | n/a | $3.22M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Marshall Wace ✦ | 33.57K | +1143.3% | $3.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Royal Bank Of Canada | 33.54K | n/a | $3.17M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 35 | Franklin Resources Inc | 30.94K | n/a | $2.92M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 36 | Bank Of America Corp /De/ | 29.39K | n/a | $2.78M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 37 | Legal & General Group Plc | 28.78K | n/a | $2.72M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 38 | AQR Capital Management ✦ | 27.13K | -12.8% | $2.56M | 0.0% | ▼ Trim | 7 | SEC ↗ ×5 |
| 39 | Tudor Investment Corp Et Al | 25.84K | n/a | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Universal- Beteiligungs- und… | 24.42K | n/a | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Jane Street Group, Llc | 23.77K | n/a | $2.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Prudential Financial Inc | 23.71K | n/a | $2.24M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Swiss National Bank | 23.19K | n/a | $2.19M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Hrt Financial Lp | 22.53K | n/a | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Barclays Plc | 22.13K | n/a | $2.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 46 | UBS AM, a distinct business unit of… | 20.31K | n/a | $1.92M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 47 | Point72 Asset Management ✦ | 17.59K | +198.1% | $1.66M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 48 | Squarepoint Ops LLC | 16.23K | n/a | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | D. E. Shaw & Co. ✦ | 15.35K | -23.0% | $1.45M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 50 | Sei Investments Co | 15.06K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Fisher Asset Management ✦ | 14.82K | -6.3% | $1.40M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 52 | Envestnet Asset Management Inc | 13.97K | n/a | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Russell Investments Group, Ltd. | 13.56K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 54 | Citigroup Inc | 13.47K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 55 | Wells Fargo & Company/Mn | 13.44K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 56 | Alliancebernstein L.P. | 13.31K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Deutsche Bank Ag\ | 11.01K | n/a | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | California State Teachers… | 10.65K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Mirae Asset Global Investments Co.… | 10.26K | n/a | $968,380 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Cwm, Llc | 8.46K | n/a | $799,000 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Credit Agricole S A | 7.64K | n/a | $721,445 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Janus Henderson Group Plc | 6.40K | n/a | $603,811 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Bnp Paribas Financial Markets | 6.31K | n/a | $595,759 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Allspring Global Investments… | 5.93K | n/a | $568,636 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 65 | Canada Pension Plan Investment Board | 5.80K | n/a | $547,694 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 5.42K | n/a | $511,622 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Manufacturers Life Insurance… | 4.96K | n/a | $468,562 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Raymond James Financial Inc | 3.90K | n/a | $368,466 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 69 | Quantinno Capital Management LP | 3.80K | n/a | $358,680 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Connor, Clark & Lunn Investment… | 3.52K | n/a | $332,205 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Robeco Institutional Asset… | 2.90K | n/a | $273,942 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Zurcher Kantonalbank (Zurich… | 2.71K | n/a | $256,283 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Wealth Enhancement Advisory… | 2.52K | n/a | $239,372 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Voya Investment Management Llc | 2.23K | n/a | $210,390 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Ensign Peak Advisors, Inc | 1.29K | n/a | $122,098 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Pnc Financial Services Group, Inc. | 1.15K | n/a | $108,112 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 77 | Osaic Holdings, Inc. | 666 | n/a | $62,972 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Rockefeller Capital Management L.P. | 203 | n/a | $19,169 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Northwestern Mutual Wealth… | 156 | n/a | $14,731 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Fifth Third Bancorp | 127 | n/a | $11,993 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Mitsubishi UFJ Asset Management… | 98 | n/a | $9,402 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Us Bancorp \De\ | 28 | n/a | $2,644 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Jones Financial Companies Lllp | 17 | n/a | $1,605 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Assetmark, Inc | 5 | n/a | $472 | 0.0% | n/c | 1 | 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
| Arrowstreet Capital | $279,757 | was 0.0% |
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: Q4 2025 ·
Methodology ·
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