PREFERRED BANK/LOS ANGELES PFBC
$107.16
-0.7% 52w: $78.67 – $107.87
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data78.6793.27107.87
Jun 20, 2025 Jul 2, 2026
Institutional holders
206
-13 QoQ
13F value
$919.5M
-11.3% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$218K calls / — puts
Institutional value by quarter
Number of holders
Who owns PFBC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 1.2M | $109.3M | 0.0% | -0.1% |
| T. Rowe Price Investment Management, Inc. | Long only active | 1.1M | $98.1M | 0.1% | -25.1% |
| STATE STREET CORP | Index provider | 588.6K | $53.4M | 0.0% | +8.8% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 579.2K | $52.5M | 0.0% | -1.2% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 501.9K | $45.5M | 0.0% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 416.8K | $37.8M | 0.0% | -15.8% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 400.3K | $36.3M | 0.0% | +9.3% |
| Boston Partners | Other | 395.9K | $35.9M | 0.0% | -19.7% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 376.1K | $34.1M | 0.0% | +4.1% |
| Nuveen, LLC | Diversified mechanical | 333.5K | $30.2M | 0.0% | -6.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 250.2K | $22.7M | 0.0% | — |
| KENNEDY CAPITAL MANAGEMENT LLC | Other | 220.4K | $20.0M | 0.4% | +10.5% |
| MORGAN STANLEY | Bank broker | 212.2K | $19.2M | 0.0% | +0.2% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 184.7K | $16.8M | 0.0% | +73.5% |
| HSBC HOLDINGS PLC | Bank broker | 171.8K | $15.6M | 0.0% | -40.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 163.4K | $14.8M | 0.0% | -20.9% |
| NORTHERN TRUST CORP | Index provider | 147.8K | $13.4M | 0.0% | +2.6% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Other | 141.3K | $12.8M | 0.0% | +1.7% |
| Stieven Capital Advisors, L.P. ★2 | Fundamental diversified | 122.6K | $11.1M | 2.4% | +4.0% |
| Bank of New York Mellon Corp | Diversified mechanical | 120.1K | $10.9M | 0.0% | -3.3% |
| Invesco Ltd. | Index provider | 109.5K | $9.9M | 0.0% | +7.4% |
| Phocas Financial Corp. ★2 | Fundamental diversified | 101.7K | $9.2M | 1.4% | -21.7% |
| Qube Research & Technologies Ltd | Quant stat arb | 101.0K | $9.2M | 0.0% | -20.0% |
| CITADEL ADVISORS LLC | Multistrat pod | 86.8K | $7.9M | 0.0% | +28.8% |
| MALTESE CAPITAL MANAGEMENT LLC | Other | 83.3K | $7.6M | 1.5% | +28.5% |
| UBS Group AG | Bank broker | 81.8K | $7.4M | 0.0% | +40.3% |
| Dana Investment Advisors, Inc. | Other | 79.4K | $7.2M | 0.2% | -1.6% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 77.4K | $7.0M | 0.0% | +10.6% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 73.6K | $6.7M | 0.0% | — |
| FMR LLC | Long only active | 73.2K | $6.6M | 0.0% | +40.6% |
| ProShare Advisors LLC | Index provider | 71.7K | $6.5M | 0.0% | +9.9% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 66.0K | $6.0M | 0.0% | -13.2% |
| Public Sector Pension Investment Board | Pension sovereign | 61.0K | $5.5M | 0.0% | +9.5% |
| FIRST TRUST ADVISORS LP | Index provider | 56.1K | $5.1M | 0.0% | +9.8% |
| De Lisle Partners LLP | Other | 56.2K | $5.1M | 0.6% | +2.7% |
| TUDOR INVESTMENT CORP ET AL | Quant stat arb | 55.8K | $5.1M | 0.0% | +115.9% |
| FRANKLIN RESOURCES INC | Long only active | 53.4K | $4.8M | 0.0% | +72.5% |
| KESTREL INVESTMENT MANAGEMENT CORP ★2 | Fundamental diversified | 39.8K | $3.6M | 2.2% | -0.7% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 39.3K | $3.6M | 0.0% | -2.0% |
| FEDERATED HERMES, INC. | Diversified mechanical | 38.0K | $3.4M | 0.0% | +3.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 36.1K | $3.3M | 0.0% | +23.0% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 35.3K | $3.2M | 0.0% | +30.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 33.9K | $3.1M | 0.0% | -12.5% |
| RHUMBLINE ADVISERS | Diversified mechanical | 33.7K | $3.1M | 0.0% | -1.1% |
| PRUDENTIAL FINANCIAL INC | Insurance | 30.7K | $2.8M | 0.0% | +29.4% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 29.9K | $2.7M | 0.0% | -40.0% |
| JPMORGAN CHASE & CO | Bank broker | 28.4K | $2.6M | 0.0% | -37.6% |
| HRT FINANCIAL LP | Diversified mechanical | 26.7K | $2.4M | 0.0% | +18.6% |
| Legal & General Group Plc | Diversified mechanical | 26.2K | $2.4M | 0.0% | -9.1% |
| ROYCE & ASSOCIATES LP | Other | 25.0K | $2.3M | 0.0% | -0.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.