Effectdossier
PFBC
Preferred Bank · Financial Services · Banks - Regional
87Gevolgde houders
+7Δ houders
7.65MGehouden aandelen
$813.13MGerapporteerde waarde
+10Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.8% ·
aandelenstroom +2.4% ·
netto nieuwe posities +8.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 1.16M | -3.8% | $123.18M | 0.0% | ▼ Trim | 5 | SEC ↗ ×10 |
| 2 | State Street Global Advisors ✦ (passief) | 646.21K | +9.8% | $68.66M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 3 | Dimensional Fund Advisors Lp | 573.32K | -1.0% | $60.92M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 4 | Vanguard Capital Management Llc | 475.27K | -5.3% | $50.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | American Century Companies Inc | 447.11K | +11.7% | $47.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Charles Schwab Investment… | 439.65K | +5.5% | $46.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Boston Partners | 412.06K | +4.1% | $43.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Geode Capital Management ✦ (passief) | 399.17K | +6.1% | $42.42M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 9 | Nuveen, LLC | 332.26K | -0.4% | $35.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 10 | Two Sigma Investments ✦ | 315.26K | +70.7% | $33.50M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 224.57K | +5.8% | $23.86M | 0.0% | ▲ Add | 4 | SEC ↗ ×11 |
| 12 | Goldman Sachs Group ✦ | 174.96K | +7.0% | $18.59M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 13 | Hsbc Holdings Plc | 154.40K | -10.1% | $16.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Northern Trust Corp | 150.00K | +1.5% | $15.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 15 | Hotchkis & Wiley Capital Management… | 141.44K | +0.1% | $15.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 116.24K | -3.2% | $12.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 17 | Invesco Ltd. | 112.71K | +2.9% | $11.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 18 | Qube Research & Technologies Ltd | 96.66K | -4.3% | $10.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 83.06K | +135.5% | $8.83M | 0.0% | ▲ Add | 9 | SEC ↗ ×7 |
| 20 | Principal Financial Group Inc | 77.47K | +0.1% | $8.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Fidelity (FMR) ✦ | 73.38K | +0.3% | $7.80M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 22 | UBS Group AG | 70.16K | -14.2% | $7.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 23 | Millennium Management ✦ | 67.69K | +2.6% | $7.19M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 24 | ProShare Advisors LLC | 67.64K | -5.7% | $7.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 64.84K | -25.3% | $6.89M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 26 | Franklin Resources Inc | 51.07K | -4.3% | $5.43M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 27 | JPMorgan Chase ✦ | 42.07K | +48.0% | $4.47M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 28 | D. E. Shaw & Co. ✦ | 40.98K | +94.8% | $4.35M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 29 | T. Rowe Price ✦ | 39.27K | -0.1% | $4.17M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 30 | First Trust Advisors Lp | 38.43K | -31.5% | $4.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Federated Hermes, Inc. | 38.34K | +0.9% | $4.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Prudential Financial Inc | 35.13K | +14.5% | $3.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Ameriprise Financial Inc | 32.93K | -2.8% | $3.50M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 34 | Rhumbline Advisers | 29.70K | -12.0% | $3.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Bank Of America Corp /De/ | 27.96K | -22.7% | $2.97M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 36 | Legal & General Group Plc | 25.69K | -1.8% | $2.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 37 | Swiss National Bank | 22.59K | -2.6% | $2.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | New York State Common Retirement… | 22.57K | -7.0% | $2.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 20.83K | +10.8% | $2.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 40 | Fisher Asset Management ✦ | 18.58K | +0.2% | $1.97M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 18.25K | +30.6% | $1.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 42 | Bnp Paribas Financial Markets | 15.36K | +119.4% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Citigroup Inc | 15.30K | +31.2% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 44 | Envestnet Asset Management Inc | 15.15K | +3.4% | $1.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Quantinno Capital Management LP | 14.46K | +181.4% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Sei Investments Co | 14.45K | -34.2% | $1.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 47 | Hrt Financial Lp | 13.04K | -51.2% | $1.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Squarepoint Ops LLC | 12.90K | -4.0% | $1.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Deutsche Bank Ag\ | 12.07K | +1.4% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Renaissance Technologies ✦ | 12.04K | -59.7% | $1.28M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 51 | Alliancebernstein L.P. | 13.47K | 0.0% | $1.22M | 0.0% | Held | 3 | SEC ↗ |
| 52 | Royal Bank Of Canada | 10.05K | +12.7% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 53 | Tudor Investment Corp Et Al | 10.02K | -82.0% | $1.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Wells Fargo & Company/Mn | 9.98K | +105.1% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 55 | Mirae Asset Global Investments Co.… | 9.20K | +16.1% | $977,911 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Barclays Plc | 8.89K | -11.3% | $944,651 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 57 | Credit Agricole S A | 7.64K | 0.0% | $811,826 | 0.0% | Held | 3 | SEC ↗ |
| 58 | Corient Private Wealth LP | 7.39K | Nieuw | $785,794 | 0.0% | New | 1 | SEC ↗ |
| 59 | Allspring Global Investments… | 6.80K | +3.1% | $722,993 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Fifth Third Bancorp | 6.07K | -6.4% | $644,943 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Canada Pension Plan Investment Board | 5.80K | 0.0% | $616,308 | 0.0% | Held | 3 | SEC ↗ |
| 62 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 5.26K | -4.0% | $559,353 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Balyasny Asset Management L.P. | 5.23K | Nieuw | $555,315 | 0.0% | New | 1 | SEC ↗ |
| 64 | Connor, Clark & Lunn Investment… | 5.07K | -25.9% | $538,738 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Wealth Enhancement Advisory… | 4.07K | +68.0% | $430,468 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Point72 Asset Management ✦ | 3.69K | +5.1% | $392,099 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 67 | Mercer Global Advisors Inc /Adv | 3.62K | Nieuw | $384,342 | 0.0% | New | 1 | SEC ↗ |
| 68 | Universal- Beteiligungs- und… | 3.11K | +9.2% | $330,681 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Neuberger Berman Group LLC | 3.06K | +19.2% | $325,265 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 70 | Manufacturers Life Insurance… | 2.87K | -7.4% | $305,391 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Mariner, LLC | 2.87K | Nieuw | $304,806 | 0.0% | New | 1 | SEC ↗ |
| 72 | Zurcher Kantonalbank (Zurich… | 2.71K | 0.0% | $288,390 | 0.0% | Held | 3 | SEC ↗ |
| 73 | Voya Investment Management Llc | 2.39K | Nieuw | $254,068 | 0.0% | New | 1 | SEC ↗ |
| 74 | Victory Capital Management Inc | 2.04K | Nieuw | $216,983 | 0.0% | New | 1 | SEC ↗ |
| 75 | Cerity Partners LLC | 2.04K | Nieuw | $216,363 | 0.0% | New | 1 | SEC ↗ ×2 |
| 76 | Pictet Asset Management Holding SA | 2.00K | Nieuw | $212,520 | 0.0% | New | 1 | SEC ↗ |
| 77 | Robeco Institutional Asset… | 2.00K | Nieuw | $211,989 | 0.0% | New | 1 | SEC ↗ |
| 78 | Ensign Peak Advisors, Inc | 1.29K | 0.0% | $137,394 | 0.0% | Held | 3 | SEC ↗ |
| 79 | Pnc Financial Services Group, Inc. | 1.21K | +0.5% | $128,143 | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 80 | Osaic Holdings, Inc. | 630 | +10.1% | $66,971 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 81 | Rockefeller Capital Management L.P. | 211 | 0.0% | $22,421 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 82 | Mitsubishi UFJ Asset Management… | 98 | 0.0% | $10,413 | 0.0% | Held | 3 | SEC ↗ |
| 83 | Northwestern Mutual Wealth… | 95 | -25.8% | $10,095 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Assetmark, Inc | 85 | 0.0% | $9,032 | 0.0% | Held | 3 | SEC ↗ |
| 85 | Optiver Holding B.V. | 64 | Nieuw | $6,801 | 0.0% | New | 1 | SEC ↗ |
| 86 | Us Bancorp \De\ | 28 | 0.0% | $2,975 | 0.0% | Held | 3 | SEC ↗ |
| 87 | Jones Financial Companies Lllp | 17 | +240.0% | $1,782 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Corient Private Wealth LP | $785,794 | 0.0% |
| Balyasny Asset Management L.P. | $555,315 | 0.0% |
| Mercer Global Advisors Inc… | $384,342 | 0.0% |
| Mariner, LLC | $304,806 | 0.0% |
| Voya Investment Management Llc | $254,068 | 0.0% |
| Victory Capital Management Inc | $216,983 | 0.0% |
| Cerity Partners LLC | $216,363 | 0.0% |
| Pictet Asset Management… | $212,520 | 0.0% |
| Robeco Institutional Asset… | $211,989 | 0.0% |
| Optiver Holding B.V. | $6,801 | 0.0% |
Verlaten
| Jane Street Group, Llc | $1.19M | was 0.0% |
| Susquehanna International… | $1.02M | was 0.0% |
| State Of Wisconsin Investment… | $746,923 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 204 houders, 10.11M aandelen, $808.05M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
Verkrijg dit via de API