Preferred Bank/Los AngelesPFBC

13F holders, Q2 2024 (June 30)
208holders +13
31new positions
19sold out
7famous investors
$75.51avg. 13F price*

At the end of Q2 2024, 208 institutions reported holding Preferred Bank/Los Angeles (PFBC) in their 13F filings, up 13 from Q1 2024. 31 opened new positions and 19 sold out. The largest holders were BlackRock Inc. ($100.0M), T. Rowe Price Investment Management, Inc. ($81.6M) and Vanguard Group Inc. ($65.8M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Preferred Bank/Los Angeles
CUSIP
740367404
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 195Q1 2024Q2 2024: 208Q2 2024Q3 2024: 216Q3 2024Q4 2024: 220Q4 2024Q1 2025: 221Q1 2025Q2 2025: 209Q2 2025Q3 2025: 213Q3 2025Q4 2025: 219Q4 2025Q1 2026: 207Q1 2026Q2 2026: 229Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions31$10.3M
Exits19$4.8M

All 13F filers, Q1 2024 → Q2 2024: 641,223 shares bought and 339,757 shares sold, net +301,466 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 208 holders

BlackRock Inc. 0.00% Reduce -0.2% 1,325,261 $100.0M
T. Rowe Price Investment Management, Inc. 0.05% Add +0.6% 1,080,624 $81.6M
Vanguard Group Inc. 0.00% Add +0.5% 872,191 $65.8M
Dimensional Fund Advisors LP 0.01% Add +0.7% 680,337 $51.4M
State Street Corp. 0.00% Reduce -2.4% 590,227 $44.6M
Nuveen Asset Management, LLC 0.01% Add +1.6% 525,610 $39.7M
Boston Partners 0.04% Reduce -4.4% 442,225 $33.4M
Charles Schwab Investment Management Inc. 0.01% Add +0.7% 408,636 $30.8M
Geode Capital Management, LLC 0.00% Add +7.3% 340,314 $25.7M
HSBC Holdings PLC 0.01% Reduce -17.4% 231,926 $17.7M
Goldman Sachs Group Inc. 0.00% Add +21.2% 225,291 $17.0M
American Century Companies Inc. 0.01% Reduce -4.2% 204,465 $15.4M
Morgan Stanley 0.00% Reduce -5.1% 203,073 $15.3M
Northern Trust Corp. 0.00% Reduce -2.6% 179,556 $13.6M
Stieven Capital Advisors, L.P. 2.97% Reduce -6.6% 177,435 $13.4M
LSV Asset Management 0.03% Add +121.0% 171,330 $12.9M
Bank of New York Mellon Corp 0.00% Reduce -0.8% 159,501 $12.0M
JPMorgan Chase & Co. 0.00% Reduce -15.5% 150,128 $11.3M
Phocas Financial Corp. 1.24% Reduce -1.9% 144,314 $10.9M
Invesco Ltd. 0.00% Add +104.0% 128,415 $9.7M
Hotchkis & Wiley Capital Management LLC 0.03% Add +2.2% 126,800 $9.6M
Royal Bank of Canada 0.00% Reduce -0.4% 124,659 $9.4M
Maltese Capital Management LLC 1.76% Add +0.3% 124,619 $9.4M
Dana Investment Advisors, Inc. 0.25% Add +7.4% 98,591 $7.4M
Oberweis Asset Management Inc./ 0.44% No change 95,000 $7.2M
Millennium Management 0.01% Reduce -9.8% 88,860 $6.7M
AQR Capital Management 0.01% Add +24.7% 77,745 $5.9M
Renaissance Technologies 0.01% Reduce -15.9% 74,355 $5.6M
Arrowstreet Capital, Limited Partnership 0.00% Add +0.5% 73,598 $5.6M
First Trust Advisors LP 0.01% Add +662.0% 71,442 $5.4M
Principal Financial Group Inc. 0.00% Reduce -4.2% 70,274 $5.3M
Bridgeway Capital Management, LLC 0.11% Add +5.0% 64,922 $4.9M
Ameriprise Financial Inc. 0.00% Reduce -8.8% 62,235 $4.7M
Segall Bryant & Hamill, LLC 0.08% New 60,439 $4.6M
Rhumbline Advisers 0.00% Reduce -3.7% 48,986 $3.7M
Kennedy Capital Management LLC 0.07% Reduce -1.8% 44,126 $3.3M
Empowered Funds, LLC 0.06% Add +7.5% 44,089 $3.3M
Two Sigma Advisers, LP 0.01% Reduce -11.1% 43,900 $3.3M
Kestrel Investment Management Corp. 2.06% No change 41,250 $3.1M
Brandywine Global Investment Management, LLC 0.02% Reduce -4.4% 38,896 $2.9M
Qube Research & Technologies Ltd 0.00% Add +527.1% 34,276 $2.6M
Legal & General Group Plc 0.00% Reduce -4.5% 33,272 $2.5M
Bank of America Corp. 0.00% Add +16.5% 32,567 $2.5M
Citigroup Inc. 0.00% Add +13.8% 30,535 $2.3M
Federated Hermes, Inc. 0.01% Add +0.9% 30,228 $2.3M
Franklin Resources Inc. 0.00% Add +15.6% 28,958 $2.2M
Tudor Investment Corporation 0.02% Reduce -27.7% 28,352 $2.1M
Public Sector Pension Investment Board 0.01% Add +4.4% 27,079 $2.0M
De Lisle Partners LLP 0.45% No change 27,034 $2.0M
Rafferty Asset Management, LLC 0.01% Add +33.1% 26,077 $2.0M
Zacks Investment Management 0.02% Add +11.6% 25,590 $1.9M
Swiss National Bank 0.00% No change 25,489 $1.9M
T. Rowe Price Associates Inc. 0.00% Add +7.6% 25,137 $1.9M
Victory Capital Management Inc. 0.00% Reduce -0.7% 24,285 $1.8M
New York State Common Retirement Fund 0.00% Reduce -4.2% 23,906 $1.8M
Royce & Associates LP 0.02% Reduce -4.4% 23,738 $1.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +136.2% 23,278 $1.8M
Voloridge Investment Management, LLC 0.01% Add +85.4% 21,123 $1.6M
UBS Group AG 0.00% Add +60.4% 20,416 $1.5M
Two Sigma Investments, LP 0.00% Reduce -9.0% 20,415 $1.5M
Gsa Capital Partners LLP 0.10% Reduce -17.1% 19,529 $1.5M
ClariVest Asset Management LLC 0.14% Add +2.9% 18,308 $1.4M
CANADA LIFE ASSURANCE Co 0.00% Add +58.3% 17,996 $1.4M
Exchange Traded Concepts, LLC 0.03% Add +2.7% 16,291 $1.2M
Barclays PLC 0.00% Reduce -34.4% 16,051 $1.2M
Jackson Creek Investment Advisors LLC 0.44% Reduce -0.2% 15,963 $1.2M
Russell Investments Group, Ltd. 0.00% No change 15,637 $1.2M
Guggenheim Capital LLC 0.01% Add +28.1% 15,056 $1.1M
Pathstone Holdings, LLC 0.01% Add +43.4% 14,537 $1.1M
Janus Henderson Group PLC 0.00% Reduce -5.0% 13,978 $1.1M
WINTON GROUP Ltd 0.07% Add +1.7% 13,970 $1.1M
BNP Paribas Financial Markets 0.00% Reduce -10.4% 13,951 $1.1M
Jane Street Group, LLC 0.00% Add +94.4% 13,823 $1.0M
Alliancebernstein L.P. 0.00% No change 13,800 $1.0M
Envestnet Asset Management Inc. 0.00% Add +0.1% 13,580 $1.0M
Prudential Financial Inc. 0.00% Reduce -6.7% 13,212 $997K
SummerHaven Investment Management, LLC 0.64% Add +1.6% 12,846 $970K
Tower Research Capital LLC (TRC) 0.02% Add +2615.3% 12,762 $963K
New York State Teachers Retirement System 0.00% Reduce -3.8% 12,730 $961K
California State Teachers Retirement System 0.00% Reduce -2.3% 12,602 $951K
Versor Investments LP 0.17% Reduce -4.6% 12,554 $948K
Robeco Institutional Asset Management B.V. 0.00% Add +70.5% 11,910 $899K
Macquarie Group Ltd. 0.00% Add +56.6% 11,600 $876K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -56.3% 11,065 $835K
HighTower Advisors, LLC 0.00% Add +218.1% 10,720 $811K
Inspire Investing, LLC 0.09% New 10,473 $791K
Thrivent Financial for Lutherans 0.00% Reduce -5.9% 10,229 $772K
Unison Advisors LLC 0.10% Add +0.9% 10,127 $764K
Ensign Peak Advisors, Inc 0.00% No change 10,043 $758K
Wedge Capital Management L L P 0.01% Reduce -2.4% 9,738 $735K
Squarepoint Ops LLC 0.00% Add +27.3% 9,449 $713K
PDT Partners, LLC 0.07% No change 9,226 $696K
Allspring Global Investments Holdings, LLC 0.00% Add +44.5% 9,224 $696K
Teacher Retirement System of Texas 0.00% Add +57.6% 8,962 $677K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -44.1% 8,812 $665K
State of Tennessee, Department of Treasury 0.00% Add +26.4% 8,175 $617K
Virtus Investment Advisers, LLC 0.52% No change 7,638 $577K
Trexquant Investment LP 0.01% New 7,578 $572K
Engineers Gate Manager LP 0.01% Reduce -33.6% 7,510 $567K
Susquehanna International Group, LLP 0.00% Add +68.3% 7,455 $563K

"% of holder's portfolio" is PFBC's weight in each manager's 13F, not the share of Preferred Bank/Los Angeles the manager owns.

Show all 208 holders