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
Cornercap Investment Counsel Inc. 0.09% Reduce -0.9% 7,416 $560K
Comerica Bank 0.00% Reduce -10.8% 7,354 $555K
MetLife Investment Management, LLC 0.00% Add +10.1% 7,311 $552K
Bokf, NA 0.01% Add +87.7% 7,290 $550K
Summit Global Investments 0.04% Reduce -0.3% 7,282 $550K
State of Alaska, Department of Revenue 0.01% Reduce -5.2% 7,235 $546K
Corebridge Financial, Inc. 0.00% — 7,196 $543K
State Board of Administration of Florida Retirement System 0.00% New 7,169 $541K
Illinois Municipal Retirement Fund 0.01% Add +0.7% 6,971 $526K
Intrust Bank NA 0.05% Add +5.4% 6,741 $509K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -33.4% 6,819 $504K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 6,508 $491K
FMR LLC 0.00% Add +0.7% 6,403 $483K
Occudo Quantitative Strategies LP 0.08% Reduce -0.6% 6,209 $469K
Louisiana State Employees Retirement System 0.01% No change 6,200 $468K
Manufacturers Life Insurance Company, The 0.00% Add +0.4% 6,108 $461K
D. E. Shaw & Co. 0.00% New 6,022 $455K
Wells Fargo & Company 0.00% Add +18.8% 5,967 $450K
Balyasny Asset Management L.P. 0.00% New 5,920 $447K
Los Angeles Capital Management LLC 0.00% No change 5,583 $421K
Intech Investment Management LLC 0.01% New 5,479 $414K
Deutsche Bank AG 0.00% Reduce -12.2% 5,459 $412K
Jupiter Asset Management Ltd. 0.00% New 5,410 $408K
Pitcairn Co. 0.02% Add +9.6% 5,361 $405K
Sei Investments Co. 0.00% Add +6.7% 5,137 $388K
Yousif Capital Management, LLC 0.00% Reduce -12.3% 4,974 $375K
Truist Financial Corp. 0.00% No change 4,907 $370K
Teachers Retirement System of the State of Kentucky 0.00% No change 4,746 $359K
Brevan Howard Capital Management LP 0.02% New 4,691 $354K
Alps Advisors Inc. 0.00% Reduce -0.6% 4,687 $354K
Voya Investment Management LLC 0.00% Reduce -2.2% 4,401 $332K
Bank of Montreal 0.00% New 4,280 $325K
Maryland State Retirement & Pension System 0.01% Reduce -5.4% 4,296 $324K
Miller Howard Investments Inc. 0.01% Add +1.8% 4,010 $303K
Sheaff Brock Investment Advisors, LLC 0.03% No change 4,000 $302K
Citadel Advisors 0.00% Add +2711.3% 3,964 $299K
Sequoia Financial Advisors, LLC 0.00% Reduce -1.4% 3,937 $297K
Petrus Trust Company, LTA 0.03% No change 3,899 $294K
Amalgamated Bank 0.00% Reduce -0.9% 3,766 $284K
Arizona State Retirement System 0.00% Add +1.9% 3,613 $273K
Elevation Point Wealth Partners, LLC 0.02% Reduce -1.5% 3,376 $255K
Denali Advisors LLC 0.07% New 3,300 $249K
Savant Capital, LLC 0.00% New 3,168 $239K
XTX Topco Ltd 0.02% New 3,027 $229K
Quantbot Technologies LP 0.01% Add +1387.6% 3,005 $227K
Oregon Public Employees Retirement Fund 0.00% Reduce -11.9% 2,962 $224K
Praxis Investment Management Inc. 0.02% No change 2,910 $220K
Mariner, LLC 0.00% New 2,890 $218K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -1.9% 2,655 $200K
Public Employees Retirement System of Ohio 0.00% Reduce -59.5% 2,560 $193K
Picton Mahoney Asset Management 0.01% New 2,137 $161K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 1,982 $150K
Amundi 0.00% New 1,881 $140K
Benjamin F. Edwards & Company, Inc. 0.00% Add +4.0% 1,772 $134K
Palouse Capital Management, Inc. 0.08% Add +3.5% 1,523 $115K
Point72 Asset Management 0.00% Add +35.1% 1,486 $112K
Ameritas Investment Partners, Inc. 0.00% No change 1,331 $100K
Cubist Systematic Strategies, LLC 0.00% Reduce -62.9% 1,324 $100K
PNC Financial Services Group, Inc. 0.00% Reduce -3.8% 1,279 $97K
Globeflex Capital L P 0.01% Reduce -22.7% 1,157 $87K
Capital Impact Advisors, LLC 0.24% Reduce -80.5% 1,118 $84K
Cwm, LLC 0.00% Add +96.4% 1,043 $79K
Aquatic Capital Management LLC 0.00% New 900 $68K
Parkside Financial Bank & Trust 0.01% Add +4.2% 894 $67K
Point72 (DIFC) Ltd 0.01% Add +69.9% 848 $64K
MassMutual Private Wealth & Trust, FSB 0.00% Add +9.2% 780 $59K
Osaic Holdings, Inc. 0.00% Add +8.9% 662 $50K
Advisors Asset Management, Inc. 0.00% New 648 $49K
KBC Group NV 0.00% No change 625 $47K
AlphaQuest LLC 0.01% Reduce -30.2% 551 $42K
US Bancorp \de 0.00% No change 534 $40K
USA Financial Formulas 0.01% Reduce -49.1% 478 $36K
Coppell Advisory Solutions LLC 0.01% — 439 $33K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +422.9% 319 $24K
Lanark Financial, Inc. 0.00% No change 302 $22K
IFP Advisors, Inc 0.00% Reduce -6.8% 273 $21K
GAMMA Investing LLC 0.00% Add +44.9% 268 $20K
Smartleaf Asset Management LLC 0.00% New 247 $18K
Quadrant Capital Group LLC 0.00% Add +5.4% 216 $16K
Huntington National Bank 0.00% Reduce -46.7% 188 $14K
Quarry LP 0.01% New 175 $13K
UMB Bank, n.a. 0.00% Reduce -5.9% 159 $12K
Arax Advisory Partners 0.00% New 156 $12K
Fifth Third Bancorp 0.00% No change 155 $12K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -9.5% 95 $7K
Cullen/Frost Bankers, Inc. 0.00% New 69 $5K
Avior Wealth Management, LLC 0.00% Reduce -69.9% 68 $5K
Lazard Asset Management LLC 0.00% Reduce -79.6% 66 $4K
Macroview Investment Management LLC 0.00% No change 39 $3K
Continuum Advisory, LLC 0.00% No change 33 $2K
Mather Group, Llc. 0.00% New 30 $2K
Fortitude Family Office, LLC 0.00% No change 30 $2K
Allworth Financial LP 0.00% No change 24 $2K
Creekmur Asset Management LLC 0.00% New 26 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 20 $2K
Lindbrook Capital, LLC 0.00% No change 19 $1K
First Horizon Advisors, Inc. 0.00% No change 19 $1K
CIBC Private Wealth Group LLC 0.00% New 17 $1K
Farther Finance Advisors, LLC 0.00% No change 16 $1K
Glen Eagle Advisors, LLC 0.00% New 14 $1K
Abich Financial Wealth Management LLC 0.00% New 13 $1K
Covestor Ltd 0.00% Add +20.0% 12 $1K
AlphaMark Advisors, LLC 0.00% No change 17 $1K
Farmers & Merchants Investments Inc. 0.00% No change 9 $679
Nisa Investment Advisors, LLC 0.00% No change 6 $453
TFC Financial Management, Inc. 0.00% New 1 $76
Larson Financial Group LLC 0.00% New 1 $75
Capital Advisors, Ltd. LLC 0.00% No change 4 $0

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