Запись по ценной бумаге · архивный квартал
PFBC
Preferred Bank · Financial Services · Banks - Regional
83Отслеживаемые держатели
-1Δ держателей
7.50MАкций в держании
$680.05MОтчётная стоимость
+3Новые позиции
−4Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -1.2% ·
поток акций -2.6% ·
новые чистые позиции -1.2%
— формула
Широкое распределение — снижение доли акций и уменьшение числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 1.20M | -0.1% | $109.27M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | BlackRock ✦ (пассивный) | 1.20M | -0.1% | $109.27M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (пассивный) | 1.20M | -0.1% | $109.27M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (пассивный) | 1.20M | -0.1% | $109.27M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (пассивный) | 1.20M | -0.1% | $109.27M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (пассивный) | 1.20M | -0.1% | $109.27M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (пассивный) | 1.20M | -0.1% | $109.27M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | BlackRock ✦ (пассивный) | 1.20M | -0.1% | $109.27M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | BlackRock ✦ (пассивный) | 1.20M | -0.1% | $109.27M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | BlackRock ✦ (пассивный) | 1.20M | -0.1% | $109.27M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | State Street Global Advisors ✦ (пассивный) | 588.59K | +8.8% | $53.38M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 12 | Dimensional Fund Advisors Lp | 579.15K | -1.2% | $52.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Dimensional Fund Advisors Lp | 579.15K | -1.2% | $52.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Dimensional Fund Advisors Lp | 579.15K | -1.2% | $52.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Dimensional Fund Advisors Lp | 579.15K | -1.2% | $52.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Dimensional Fund Advisors Lp | 579.15K | -1.2% | $52.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Vanguard Capital Management Llc | 501.92K | — | $45.52M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Charles Schwab Investment… | 416.79K | -15.8% | $37.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | American Century Companies Inc | 400.32K | +9.3% | $36.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Boston Partners | 395.95K | -19.7% | $35.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Boston Partners | 395.95K | -19.7% | $35.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Boston Partners | 395.95K | -19.7% | $35.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Geode Capital Management ✦ (пассивный) | 376.15K | +4.1% | $34.12M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 24 | Geode Capital Management ✦ (пассивный) | 376.15K | +4.1% | $34.12M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 25 | Nuveen, LLC | 333.46K | -6.3% | $30.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Nuveen, LLC | 333.46K | -6.3% | $30.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Nuveen, LLC | 333.46K | -6.3% | $30.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 212.22K | +0.2% | $19.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 212.22K | +0.2% | $19.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 212.22K | +0.2% | $19.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 212.22K | +0.2% | $19.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 212.22K | +0.2% | $19.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 212.22K | +0.2% | $19.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 212.22K | +0.2% | $19.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 212.22K | +0.2% | $19.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 212.22K | +0.2% | $19.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 212.22K | +0.2% | $19.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 212.22K | +0.2% | $19.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Two Sigma Investments ✦ | 184.72K | +73.5% | $16.75M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 40 | Hsbc Holdings Plc | 171.76K | -40.6% | $15.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Goldman Sachs Group ✦ | 163.45K | -20.9% | $14.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Goldman Sachs Group ✦ | 163.45K | -20.9% | $14.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Northern Trust Corp | 147.85K | +2.6% | $13.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Northern Trust Corp | 147.85K | +2.6% | $13.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Northern Trust Corp | 147.85K | +2.6% | $13.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Northern Trust Corp | 147.85K | +2.6% | $13.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Northern Trust Corp | 147.85K | +2.6% | $13.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Northern Trust Corp | 147.85K | +2.6% | $13.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Hotchkis & Wiley Capital Management… | 141.31K | +1.7% | $12.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 120.10K | -3.3% | $10.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Bank of New York Mellon Corp | 120.10K | -3.3% | $10.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Bank of New York Mellon Corp | 120.10K | -3.3% | $10.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Bank of New York Mellon Corp | 120.10K | -3.3% | $10.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Bank of New York Mellon Corp | 120.10K | -3.3% | $10.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Bank of New York Mellon Corp | 120.10K | -3.3% | $10.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Bank of New York Mellon Corp | 120.10K | -3.3% | $10.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Invesco Ltd. | 109.51K | +7.4% | $9.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Invesco Ltd. | 109.51K | +7.4% | $9.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Invesco Ltd. | 109.51K | +7.4% | $9.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Invesco Ltd. | 109.51K | +7.4% | $9.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Invesco Ltd. | 109.51K | +7.4% | $9.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Qube Research & Technologies Ltd | 101.05K | -20.0% | $9.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Citadel Advisors ✦ | 86.83K | +28.8% | $7.87M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 64 | Citadel Advisors ✦ | 86.83K | +28.8% | $7.87M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 65 | UBS Group AG | 81.77K | +40.3% | $7.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | UBS Group AG | 81.77K | +40.3% | $7.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | UBS Group AG | 81.77K | +40.3% | $7.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | UBS Group AG | 81.77K | +40.3% | $7.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Principal Financial Group Inc | 77.41K | +10.6% | $7.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Principal Financial Group Inc | 77.41K | +10.6% | $7.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Fidelity (FMR) ✦ | 73.16K | +40.6% | $6.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 72 | Fidelity (FMR) ✦ | 73.16K | +40.6% | $6.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 73 | Fidelity (FMR) ✦ | 73.16K | +40.6% | $6.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 74 | ProShare Advisors LLC | 71.69K | +9.9% | $6.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Millennium Management ✦ | 65.96K | -13.2% | $5.98M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 76 | First Trust Advisors Lp | 56.13K | +9.8% | $5.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Tudor Investment Corp Et Al | 55.79K | +115.9% | $5.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Franklin Resources Inc | 53.39K | +72.5% | $4.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Franklin Resources Inc | 53.39K | +72.5% | $4.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Franklin Resources Inc | 53.39K | +72.5% | $4.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Franklin Resources Inc | 53.39K | +72.5% | $4.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Franklin Resources Inc | 53.39K | +72.5% | $4.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Franklin Resources Inc | 53.39K | +72.5% | $4.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Franklin Resources Inc | 53.39K | +72.5% | $4.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | T. Rowe Price ✦ | 39.31K | -2.0% | $3.57M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 86 | T. Rowe Price ✦ | 39.31K | -2.0% | $3.57M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 87 | Federated Hermes, Inc. | 37.99K | +3.2% | $3.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Federated Hermes, Inc. | 37.99K | +3.2% | $3.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Bank Of America Corp /De/ | 36.15K | +23.0% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Bank Of America Corp /De/ | 36.15K | +23.0% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Bank Of America Corp /De/ | 36.15K | +23.0% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | AQR Capital Management ✦ | 35.26K | +30.0% | $3.20M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 93 | AQR Capital Management ✦ | 35.26K | +30.0% | $3.20M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 94 | AQR Capital Management ✦ | 35.26K | +30.0% | $3.20M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 95 | AQR Capital Management ✦ | 35.26K | +30.0% | $3.20M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 96 | AQR Capital Management ✦ | 35.26K | +30.0% | $3.20M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 97 | AQR Capital Management ✦ | 35.26K | +30.0% | $3.20M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 98 | AQR Capital Management ✦ | 35.26K | +30.0% | $3.20M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 99 | Ameriprise Financial Inc | 33.86K | -12.5% | $3.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Ameriprise Financial Inc | 33.86K | -12.5% | $3.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Marshall Wace | $3.17M | составлял 0.0% |
| Raymond James Financial Inc | $368,466 | составлял 0.0% |
| Robeco Institutional Asset… | $273,942 | составлял 0.0% |
| Voya Investment Management Llc | $210,390 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 204 держатели, 10.11M акции, $808.05M отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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