증권 기록 · 과거 분기 (아카이브)
PFBC
Preferred Bank · Financial Services · Banks - Regional
83추적 보유자
-1Δ 보유자
7.50M보유 주식 수
$680.05M보고 가치
+3신규 편입 포지션
−4청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 -1.2% ·
주식 흐름 -2.6% ·
순 신규 포지션 -1.2%
— 산식
광범위한 분산 — 주식 수 감소 및 보유자 수 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| 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 | — | −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 | — | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (패시브) | 1.20M | -0.1% | $109.27M | 0.0% | ▼ Trim | 4 | SEC ↗ ×10 |
| 2 | State Street Global Advisors ✦ (패시브) | 588.59K | +8.8% | $53.38M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 3 | Dimensional Fund Advisors Lp | 579.15K | -1.2% | $52.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 4 | Vanguard Capital Management Llc | 501.92K | — | $45.52M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Charles Schwab Investment… | 416.79K | -15.8% | $37.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | American Century Companies Inc | 400.32K | +9.3% | $36.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Boston Partners | 395.95K | -19.7% | $35.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Geode Capital Management ✦ (패시브) | 376.15K | +4.1% | $34.12M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 9 | Nuveen, LLC | 333.46K | -6.3% | $30.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Morgan Stanley ✦ | 212.22K | +0.2% | $19.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 11 | Two Sigma Investments ✦ | 184.72K | +73.5% | $16.75M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 12 | Hsbc Holdings Plc | 171.76K | -40.6% | $15.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 163.45K | -20.9% | $14.82M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Northern Trust Corp | 147.85K | +2.6% | $13.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 15 | Hotchkis & Wiley Capital Management… | 141.31K | +1.7% | $12.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 120.10K | -3.3% | $10.89M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 17 | Invesco Ltd. | 109.51K | +7.4% | $9.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 18 | Qube Research & Technologies Ltd | 101.05K | -20.0% | $9.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 86.83K | +28.8% | $7.87M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 20 | UBS Group AG | 81.77K | +40.3% | $7.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 21 | Principal Financial Group Inc | 77.41K | +10.6% | $7.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Fidelity (FMR) ✦ | 73.16K | +40.6% | $6.63M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 23 | ProShare Advisors LLC | 71.69K | +9.9% | $6.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Millennium Management ✦ | 65.96K | -13.2% | $5.98M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 25 | First Trust Advisors Lp | 56.13K | +9.8% | $5.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Tudor Investment Corp Et Al | 55.79K | +115.9% | $5.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Franklin Resources Inc | 53.39K | +72.5% | $4.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 28 | T. Rowe Price ✦ | 39.31K | -2.0% | $3.57M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 29 | Federated Hermes, Inc. | 37.99K | +3.2% | $3.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Bank Of America Corp /De/ | 36.15K | +23.0% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 31 | AQR Capital Management ✦ | 35.26K | +30.0% | $3.20M | 0.0% | ▲ Add | 8 | SEC ↗ ×7 |
| 32 | Ameriprise Financial Inc | 33.86K | -12.5% | $3.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 33 | Rhumbline Advisers | 33.74K | -1.1% | $3.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Prudential Financial Inc | 30.69K | +29.4% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Renaissance Technologies ✦ | 29.86K | -40.0% | $2.71M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 28.43K | -37.6% | $2.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 37 | Hrt Financial Lp | 26.73K | +18.6% | $2.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Legal & General Group Plc | 26.16K | -9.1% | $2.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 39 | New York State Common Retirement… | 24.27K | -30.6% | $2.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Swiss National Bank | 23.19K | 0.0% | $2.10M | 0.0% | Held | 2 | SEC ↗ |
| 41 | Sei Investments Co | 21.98K | +46.0% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 42 | D. E. Shaw & Co. ✦ | 21.04K | +37.1% | $1.91M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 43 | UBS AM, a distinct business unit of… | 18.80K | -7.5% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 44 | Fisher Asset Management ✦ | 18.55K | +25.2% | $1.68M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 45 | Envestnet Asset Management Inc | 14.66K | +4.9% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Alliancebernstein L.P. | 13.47K | +1.2% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 13.98K | +3.1% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 48 | Squarepoint Ops LLC | 13.43K | -17.2% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Jane Street Group, Llc | 13.11K | -44.9% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 50 | Deutsche Bank Ag\ | 11.91K | +8.2% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Citigroup Inc | 11.66K | -13.4% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 52 | Susquehanna International Group, Llp | 11.26K | 신규 | $1.02M | 0.0% | New | 1 | SEC ↗ |
| 53 | California State Teachers… | 10.56K | -0.8% | $957,958 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Barclays Plc | 10.03K | -54.7% | $909,259 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 55 | Royal Bank Of Canada | 8.92K | -73.4% | $809,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 56 | State Of Wisconsin Investment Board | 8.24K | 신규 | $746,923 | 0.0% | New | 1 | SEC ↗ |
| 57 | Cwm, Llc | 8.06K | -4.8% | $730,890 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Mirae Asset Global Investments Co.… | 7.93K | -22.7% | $718,900 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Credit Agricole S A | 7.64K | 0.0% | $692,872 | 0.0% | Held | 2 | SEC ↗ |
| 60 | Bnp Paribas Financial Markets | 7.00K | +10.9% | $634,649 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Connor, Clark & Lunn Investment… | 6.84K | +94.4% | $620,229 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Allspring Global Investments… | 6.60K | +11.3% | $598,191 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Fifth Third Bancorp | 6.48K | +5004.7% | $587,898 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Janus Henderson Group Plc | 6.40K | 0.0% | $579,467 | 0.0% | Held | 2 | SEC ↗ |
| 65 | Canada Pension Plan Investment Board | 5.80K | 0.0% | $526,002 | 0.0% | Held | 2 | SEC ↗ |
| 66 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 5.49K | +1.2% | $497,435 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Quantinno Capital Management LP | 5.14K | +35.3% | $466,056 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Wells Fargo & Company/Mn | 4.86K | -63.8% | $441,026 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 69 | Point72 Asset Management ✦ | 3.51K | -80.0% | $318,503 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 70 | Manufacturers Life Insurance… | 3.10K | -37.4% | $281,592 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Universal- Beteiligungs- und… | 2.85K | -88.3% | $258,557 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Zurcher Kantonalbank (Zurich… | 2.71K | 0.0% | $246,133 | 0.0% | Held | 2 | SEC ↗ |
| 73 | Neuberger Berman Group LLC | 2.57K | 신규 | $232,894 | 0.0% | New | 1 | SEC ↗ ×2 |
| 74 | Wealth Enhancement Advisory… | 2.42K | -3.7% | $221,045 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Ensign Peak Advisors, Inc | 1.29K | 0.0% | $117,262 | 0.0% | Held | 2 | SEC ↗ |
| 76 | Pnc Financial Services Group, Inc. | 1.20K | +4.8% | $108,867 | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 77 | Osaic Holdings, Inc. | 572 | -14.1% | $51,921 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Rockefeller Capital Management L.P. | 211 | +3.9% | $19,136 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 79 | Northwestern Mutual Wealth… | 128 | -17.9% | $11,609 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Mitsubishi UFJ Asset Management… | 98 | 0.0% | $8,888 | 0.0% | Held | 2 | SEC ↗ |
| 81 | Assetmark, Inc | 85 | +1600.0% | $7,709 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Us Bancorp \De\ | 28 | 0.0% | $2,539 | 0.0% | Held | 2 | SEC ↗ |
| 83 | Jones Financial Companies Lllp | 5 | -70.6% | $447 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Susquehanna International… | $1.02M | 0.0% |
| State Of Wisconsin Investment… | $746,923 | 0.0% |
| Neuberger Berman Group LLC | $232,894 | 0.0% |
청산됨
| Marshall Wace | $3.17M | 이었음 0.0% |
| Raymond James Financial Inc | $368,466 | 이었음 0.0% |
| Robeco Institutional Asset… | $273,942 | 이었음 0.0% |
| Voya Investment Management Llc | $210,390 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 204 보유 기관, 10.11M 주식, $808.05M 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q1 2026 ·
방법론 ·
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