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 September 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 |
|---|---|---|
| FMR LLC | 826.6K | 30.7% |
| DIMENSIONAL FUND ADVISORS LP | 573.3K | 21.3% |
| Nuveen, LLC | 338.6K | 12.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 320.2K | 11.9% |
| Bank of New York Mellon Corp | 114.0K | 4.2% |
| Dana Investment Advisors, Inc. | 104.1K | 3.9% |
| PRINCIPAL FINANCIAL GROUP INC | 90.5K | 3.4% |
| KESTREL INVESTMENT MANAGEMENT CORP | 37.9K | 1.4% |
| ROYCE & ASSOCIATES LP | 25.7K | 1.0% |
| Fisher Asset Management, LLC | 17.5K | 0.6% |
| Squarepoint Ops LLC | 17.1K | 0.6% |
| LSV ASSET MANAGEMENT | 16.9K | 0.6% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16.6K | 0.6% |
| Hennion & Walsh Asset Management, Inc. | 14.8K | 0.5% |
| Unison Advisors LLC | 10.9K | 0.4% |
| CITIGROUP INC | 10.9K | 0.4% |
| DEUTSCHE BANK AG\ | 10.8K | 0.4% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 10.5K | 0.4% |
| Mirae Asset Global Investments Co., Ltd. | 10.4K | 0.4% |
| SummerHaven Investment Management, LLC | 8.6K | 0.3% |
| BARCLAYS PLC | 7.6K | 0.3% |
| Allspring Global Investments Holdings, LLC | 7.1K | 0.3% |
| Thrivent Financial for Lutherans | 6.9K | 0.3% |
| FIFTH THIRD BANCORP | 6.0K | 0.2% |
| Illinois Municipal Retirement Fund | 5.8K | 0.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| FMR LLC | Increased | 73.4K | 826.6K | +753.2K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 399.2K | 320.2K | -78.9K |
| ProShare Advisors LLC | Sold Out | 67.6K | 0 | -67.6K |
| EXCHANGE TRADED CONCEPTS, LLC | Sold Out | 16.1K | 0 | -16.1K |
| Russell Investments Group, Ltd. | Reduced | 18.3K | 4.0K | -14.2K |
| PRINCIPAL FINANCIAL GROUP INC | Increased | 77.5K | 90.5K | +13.0K |
| Y-Intercept (Hong Kong) Ltd | Reduced | 15.3K | 2.7K | -12.7K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Increased | 9.8K | 16.6K | +6.8K |
| Nuveen, LLC | Increased | 332.3K | 338.6K | +6.3K |
| ALPS ADVISORS INC | Sold Out | 5.6K | 0 | -5.6K |
| CITIGROUP INC | Reduced | 15.3K | 10.9K | -4.4K |
| Squarepoint Ops LLC | Increased | 12.9K | 17.1K | +4.2K |
| PICTON MAHONEY ASSET MANAGEMENT | New | 0 | 3.5K | +3.5K |
| LSV ASSET MANAGEMENT | Increased | 14.0K | 16.9K | +2.9K |
| Sterling Capital Management LLC | Reduced | 3.0K | 218 | -2.8K |
| Advisors Preferred, LLC | New | 0 | 2.7K | +2.7K |
| Maryland State Retirement & Pension System | New | 0 | 2.4K | +2.4K |
| Bank of New York Mellon Corp | Reduced | 116.2K | 114.0K | -2.3K |
| Vise Technologies, Inc. | New | 0 | 2.2K | +2.2K |
| HighTower Advisors, LLC | Sold Out | 2.2K | 0 | -2.2K |
| INTECH INVESTMENT MANAGEMENT LLC | Sold Out | 2.2K | 0 | -2.2K |
| HB Wealth Management, LLC | New | 0 | 2.1K | +2.1K |
| Creative Planning | New | 0 | 2.1K | +2.1K |
| KESTREL INVESTMENT MANAGEMENT CORP | Reduced | 39.8K | 37.9K | -1.9K |
| GREAT LAKES ADVISORS, LLC | Sold Out | 1.9K | 0 | -1.9K |
| State of Alaska, Department of Revenue | Reduced | 4.3K | 2.5K | -1.8K |
| Dana Investment Advisors, Inc. | Reduced | 105.7K | 104.1K | -1.7K |
| BARCLAYS PLC | Reduced | 8.9K | 7.6K | -1.3K |
| DEUTSCHE BANK AG\ | Reduced | 12.1K | 10.8K | -1.3K |
| Mirae Asset Global Investments Co., Ltd. | Increased | 9.2K | 10.4K | +1.2K |
| Fisher Asset Management, LLC | Reduced | 18.6K | 17.5K | -1.1K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | Increased | 9.6K | 10.5K | +935 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 4.1K | 4.7K | +642 |
| SummerHaven Investment Management, LLC | Increased | 8.0K | 8.6K | +633 |
| ROYCE & ASSOCIATES LP | Increased | 25.2K | 25.7K | +496 |
| Hennion & Walsh Asset Management, Inc. | Increased | 14.3K | 14.8K | +491 |
| Police & Firemen's Retirement System of New Jersey | Reduced | 3.5K | 3.1K | -389 |
| BOKF, NA | Reduced | 5.1K | 4.8K | -334 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | Increased | 3.1K | 3.4K | +297 |
| Thrivent Financial for Lutherans | Reduced | 7.2K | 6.9K | -296 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | Reduced | 1.3K | 1.0K | -282 |
| Allspring Global Investments Holdings, LLC | Increased | 6.8K | 7.1K | +272 |
| Louisiana State Employees Retirement System | Reduced | 4.8K | 4.6K | -200 |
| SJS Investment Consulting Inc. | Increased | 50 | 186 | +136 |
| AMALGAMATED BANK | Reduced | 3.0K | 2.8K | -128 |
| YOUSIF CAPITAL MANAGEMENT, LLC | Reduced | 2.9K | 2.8K | -121 |
| FIRST HORIZON CORP | Increased | 278 | 385 | +107 |
| Parkside Financial Bank & Trust | Reduced | 981 | 875 | -106 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | Reduced | 2.5K | 2.4K | -100 |
| FIFTH THIRD BANCORP | Reduced | 6.1K | 6.0K | -90 |
| Covestor Ltd | Increased | 7 | 89 | +82 |
| Unison Advisors LLC | Increased | 10.8K | 10.9K | +80 |
| Farther Finance Advisors, LLC | Increased | 25 | 93 | +68 |
| Root Financial Partners, LLC | New | 0 | 67 | +67 |
| ELEVATION POINT WEALTH PARTNERS, LLC | Increased | 3.6K | 3.6K | +52 |
| BESSEMER GROUP INC | Reduced | 169 | 119 | -50 |
| Pinnacle Wealth Planning Services, Inc. | Reduced | 1.2K | 1.2K | -45 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | Reduced | 2.6K | 2.6K | -43 |
| GAMMA Investing LLC | Increased | 581 | 623 | +42 |
| IFP Advisors, Inc | Reduced | 193 | 151 | -42 |
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.