PFBC Preferred Bank
Preferred Bank (PFBC) Institutional Ownership
What the institutions did with PFBC last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 1.2M | 11.2% |
| T. Rowe Price Investment Management, Inc. | 1.1M | 10.4% |
| STATE STREET CORP | 646.2K | 6.2% |
| DIMENSIONAL FUND ADVISORS LP | 573.3K | 5.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | 475.3K | 4.6% |
| AMERICAN CENTURY COMPANIES INC | 447.1K | 4.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 439.7K | 4.2% |
| Boston Partners | 412.1K | 4.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 399.2K | 3.8% |
| Nuveen, LLC | 332.3K | 3.2% |
| TWO SIGMA INVESTMENTS, LP | 315.3K | 3.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 258.4K | 2.5% |
| MORGAN STANLEY | 224.6K | 2.2% |
| GOLDMAN SACHS GROUP INC | 175.0K | 1.7% |
| KENNEDY CAPITAL MANAGEMENT LLC | 167.2K | 1.6% |
| HSBC HOLDINGS PLC | 154.4K | 1.5% |
| NORTHERN TRUST CORP | 150.0K | 1.4% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 141.4K | 1.4% |
| Stieven Capital Advisors, L.P. | 117.9K | 1.1% |
| Bank of New York Mellon Corp | 116.2K | 1.1% |
| Invesco Ltd. | 112.7K | 1.1% |
| Dana Investment Advisors, Inc. | 105.7K | 1.0% |
| Qube Research & Technologies Ltd | 96.7K | 0.9% |
| Phocas Financial Corp. | 96.6K | 0.9% |
| AQR CAPITAL MANAGEMENT LLC | 83.1K | 0.8% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | Increased | 184.7K | 315.3K | +130.5K |
| STATE STREET CORP | Increased | 588.6K | 646.2K | +57.6K |
| CSM Advisors, LLC | New | 0 | 55.5K | +55.5K |
| KENNEDY CAPITAL MANAGEMENT LLC | Reduced | 220.4K | 167.2K | -53.2K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 35.3K | 83.1K | +47.8K |
| AMERICAN CENTURY COMPANIES INC | Increased | 400.3K | 447.1K | +46.8K |
| TUDOR INVESTMENT CORP ET AL | Reduced | 55.8K | 10.0K | -45.8K |
| BlackRock, Inc. | Reduced | 1.2M | 1.2M | -45.7K |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 501.9K | 475.3K | -26.6K |
| Dana Investment Advisors, Inc. | Increased | 79.4K | 105.7K | +26.3K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 376.2K | 399.2K | +23.0K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 416.8K | 439.7K | +22.9K |
| CITADEL ADVISORS LLC | Reduced | 86.8K | 64.8K | -22.0K |
| D. E. Shaw & Co., Inc. | Increased | 21.0K | 41.0K | +19.9K |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 29.9K | 12.0K | -17.8K |
| FIRST TRUST ADVISORS LP | Reduced | 56.1K | 38.4K | -17.7K |
| HSBC HOLDINGS PLC | Reduced | 171.8K | 154.4K | -17.4K |
| Boston Partners | Increased | 395.9K | 412.1K | +16.1K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | New | 0 | 14.2K | +14.2K |
| HRT FINANCIAL LP | Reduced | 26.7K | 13.0K | -13.7K |
| JPMORGAN CHASE & CO | Increased | 28.4K | 42.1K | +13.6K |
| JANE STREET GROUP, LLC | Sold Out | 13.1K | 0 | -13.1K |
| MORGAN STANLEY | Increased | 212.2K | 224.6K | +12.4K |
| GSA CAPITAL PARTNERS LLP | Increased | 2.5K | 14.9K | +12.3K |
| UBS Group AG | Reduced | 81.8K | 70.2K | -11.6K |
| GOLDMAN SACHS GROUP INC | Increased | 163.4K | 175.0K | +11.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold Out | 11.3K | 0 | -11.3K |
| Quantinno Capital Management LP | Increased | 5.1K | 14.5K | +9.3K |
| DENALI ADVISORS LLC | Sold Out | 8.8K | 0 | -8.8K |
| BNP PARIBAS FINANCIAL MARKETS | Increased | 7.0K | 15.4K | +8.4K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 250.2K | 258.4K | +8.3K |
| STATE OF WISCONSIN INVESTMENT BOARD | Sold Out | 8.2K | 0 | -8.2K |
| Corient Private Wealth LP | New | 0 | 8.2K | +8.2K |
| BANK OF AMERICA CORP /DE/ | Reduced | 36.1K | 28.0K | -8.2K |
| SEI INVESTMENTS CO | Reduced | 22.0K | 14.4K | -7.5K |
| MALTESE CAPITAL MANAGEMENT LLC | Reduced | 83.3K | 76.7K | -6.6K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 579.2K | 573.3K | -5.8K |
| DARK FOREST CAPITAL MANAGEMENT LP | New | 0 | 5.8K | +5.8K |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | Sold Out | 5.5K | 0 | -5.5K |
| Balyasny Asset Management L.P. | New | 0 | 5.2K | +5.2K |
| Y-Intercept (Hong Kong) Ltd | Reduced | 20.5K | 15.3K | -5.2K |
| T. Rowe Price Investment Management, Inc. | Reduced | 1.1M | 1.1M | -5.1K |
| WELLS FARGO & COMPANY/MN | Increased | 4.9K | 10.0K | +5.1K |
| Phocas Financial Corp. | Reduced | 101.7K | 96.6K | -5.1K |
| VARCOV Co. | New | 0 | 4.9K | +4.9K |
| Stieven Capital Advisors, L.P. | Reduced | 122.6K | 117.9K | -4.7K |
| Engineers Gate Manager LP | New | 0 | 4.5K | +4.5K |
| PRUDENTIAL FINANCIAL INC | Increased | 30.7K | 35.1K | +4.4K |
| Jain Global LLC | New | 0 | 4.4K | +4.4K |
| Qube Research & Technologies Ltd | Reduced | 101.0K | 96.7K | -4.4K |
| MIRABELLA FINANCIAL SERVICES LLP | Sold Out | 4.3K | 0 | -4.3K |
| Russell Investments Group, Ltd. | Increased | 14.0K | 18.3K | +4.3K |
| LSV ASSET MANAGEMENT | Increased | 9.8K | 14.0K | +4.2K |
| ProShare Advisors LLC | Reduced | 71.7K | 67.6K | -4.0K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | 8.0K | 4.0K | -4.0K |
| RHUMBLINE ADVISERS | Reduced | 33.7K | 29.7K | -4.0K |
| Brevan Howard Capital Management LP | Increased | 3.3K | 7.4K | +4.0K |
| Bank of New York Mellon Corp | Reduced | 120.1K | 116.2K | -3.9K |
| CITIGROUP INC | Increased | 11.7K | 15.3K | +3.6K |
| MERCER GLOBAL ADVISORS INC /ADV | New | 0 | 3.6K | +3.6K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.