Preferred Bank/Los AngelesPFBC

13F holders, Q3 2024 (September 30)
216holders +8
28new positions
21sold out
7famous investors
$80.27avg. 13F price*

At the end of Q3 2024, 216 institutions reported holding Preferred Bank/Los Angeles (PFBC) in their 13F filings, up 8 from Q2 2024. 28 opened new positions and 21 sold out. The largest holders were BlackRock, Inc. ($106.3M), T. Rowe Price Investment Management, Inc. ($90.2M) and Vanguard Group Inc. ($71.3M). 7 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions28$14.0M
Exits21$14.6M

All 13F filers, Q2 2024 → Q3 2024: 766,751 shares bought and 660,977 shares sold, net +105,774 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 216 holders

BlackRock, Inc. 0.00% — 1,324,964 $106.3M
T. Rowe Price Investment Management, Inc. 0.05% Add +4.0% 1,124,173 $90.2M
Vanguard Group Inc. 0.00% Add +1.8% 888,226 $71.3M
Dimensional Fund Advisors LP 0.01% Reduce -0.9% 674,243 $54.1M
State Street Corp. 0.00% Add +0.4% 592,566 $47.6M
Boston Partners 0.05% Add +16.9% 517,122 $41.6M
Nuveen Asset Management, LLC 0.01% Reduce -11.1% 467,316 $37.5M
Charles Schwab Investment Management Inc. 0.01% Add +1.7% 415,722 $33.4M
Geode Capital Management, LLC 0.00% Add +3.6% 352,597 $28.3M
Goldman Sachs Group Inc. 0.00% Add +29.2% 291,009 $23.4M
HSBC Holdings PLC 0.01% Add +0.6% 233,370 $18.9M
Morgan Stanley 0.00% Add +10.2% 223,826 $18.0M
JPMorgan Chase & Co. 0.00% Add +24.0% 186,107 $14.9M
Northern Trust Corp. 0.00% Reduce -2.4% 175,271 $14.1M
LSV Asset Management 0.03% Reduce -2.4% 167,233 $13.4M
Bank of New York Mellon Corp 0.00% Reduce -6.6% 148,912 $12.0M
Invesco Ltd. 0.00% Add +8.1% 138,863 $11.1M
American Century Companies Inc. 0.01% Reduce -32.5% 137,973 $11.1M
Phocas Financial Corp. 1.23% Reduce -5.8% 135,996 $10.9M
Hotchkis & Wiley Capital Management LLC 0.03% Reduce -4.8% 120,700 $9.7M
Stieven Capital Advisors, L.P. 1.79% Reduce -33.7% 117,621 $9.4M
Royal Bank of Canada 0.00% Reduce -6.0% 117,178 $9.4M
Millennium Management 0.01% Add +29.1% 114,712 $9.2M
AQR Capital Management 0.01% Add +25.9% 97,862 $7.9M
ProShare Advisors LLC 0.02% New 91,279 $7.3M
Dana Investment Advisors, Inc. 0.24% Reduce -9.4% 89,358 $7.2M
First Trust Advisors LP 0.01% Add +16.3% 83,056 $6.7M
Maltese Capital Management LLC 0.98% Reduce -40.1% 74,600 $6.0M
Renaissance Technologies 0.01% Reduce -6.5% 69,555 $5.6M
Principal Financial Group Inc. 0.00% Reduce -3.7% 67,646 $5.4M
Bridgeway Capital Management, LLC 0.12% Add +3.5% 67,200 $5.4M
Segall Bryant & Hamill, LLC 0.07% Add +0.7% 60,866 $4.9M
Qube Research & Technologies Ltd 0.01% Add +75.6% 60,198 $4.8M
Ameriprise Financial Inc. 0.00% Reduce -4.7% 59,318 $4.8M
Citadel Advisors 0.00% Add +1223.3% 52,454 $4.2M
Two Sigma Investments, LP 0.01% Add +136.5% 48,282 $3.9M
Two Sigma Advisers, LP 0.01% Add +9.6% 48,100 $3.9M
Empowered Funds, LLC 0.06% Add +5.2% 46,367 $3.7M
Kestrel Investment Management Corp. 1.97% Add +5.3% 43,450 $3.4M
Rhumbline Advisers 0.00% Reduce -13.9% 42,185 $3.4M
De Lisle Partners LLP 0.53% Add +51.8% 41,034 $3.3M
Brandywine Global Investment Management, LLC 0.02% Reduce -2.6% 37,896 $3.1M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -49.1% 37,432 $3.0M
Legal & General Group Plc 0.00% Add +7.9% 35,905 $2.9M
Gsa Capital Partners LLP 0.19% Add +62.5% 31,726 $2.5M
Federated Hermes, Inc. 0.01% Add +1.0% 30,519 $2.4M
Franklin Resources Inc. 0.00% Reduce -0.3% 28,884 $2.4M
T. Rowe Price Associates Inc. 0.00% Add +17.0% 29,405 $2.4M
Bank of America Corp. 0.00% Reduce -12.0% 28,668 $2.3M
Citigroup Inc. 0.00% Reduce -8.1% 28,049 $2.3M
Barclays PLC 0.00% Add +70.9% 27,430 $2.2M
Public Sector Pension Investment Board 0.01% Reduce -3.0% 26,279 $2.1M
Voloridge Investment Management, LLC 0.01% Add +21.6% 25,686 $2.1M
Swiss National Bank 0.00% Reduce -1.2% 25,189 $2.0M
Kennedy Capital Management LLC 0.04% Reduce -45.4% 24,111 $1.9M
Royce & Associates LP 0.02% Reduce -0.1% 23,706 $1.9M
New York State Common Retirement Fund 0.00% Reduce -5.0% 22,706 $1.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -4.8% 22,161 $1.8M
Victory Capital Management Inc. 0.00% Reduce -15.5% 20,524 $1.6M
Jane Street Group, LLC 0.00% Add +43.8% 19,879 $1.6M
CANADA LIFE ASSURANCE Co 0.00% No change 17,996 $1.4M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +98.2% 17,466 $1.4M
ClariVest Asset Management LLC 0.14% No change 18,308 $1.4M
Russell Investments Group, Ltd. 0.00% Add +7.1% 16,741 $1.3M
UBS Group AG 0.00% Reduce -18.8% 16,585 $1.3M
Squarepoint Ops LLC 0.00% Add +71.1% 16,163 $1.3M
Versor Investments LP 0.21% Add +28.7% 16,154 $1.3M
Exchange Traded Concepts, LLC 0.03% Reduce -2.2% 15,938 $1.3M
Rafferty Asset Management, LLC 0.00% Reduce -39.6% 15,747 $1.3M
Pathstone Holdings, LLC 0.01% Add +5.1% 15,273 $1.2M
HRT Financial LP 0.01% New 15,036 $1.2M
Engineers Gate Manager LP 0.02% Add +88.5% 14,156 $1.1M
Alliancebernstein L.P. 0.00% No change 13,800 $1.1M
WINTON GROUP Ltd 0.08% Reduce -2.8% 13,586 $1.1M
BNP Paribas Financial Markets 0.00% Reduce -5.7% 13,157 $1.1M
Prudential Financial Inc. 0.00% Reduce -3.6% 12,737 $1.0M
Janus Henderson Group PLC 0.00% Reduce -9.1% 12,711 $1.0M
Envestnet Asset Management Inc. 0.00% Reduce -7.2% 12,607 $1.0M
Balyasny Asset Management L.P. 0.00% Add +111.7% 12,533 $1.0M
California State Teachers Retirement System 0.00% Reduce -3.4% 12,169 $977K
Macquarie Group Ltd. 0.00% Add +4.3% 12,100 $971K
New York State Teachers Retirement System 0.00% Reduce -9.4% 11,531 $925K
Tudor Investment Corporation 0.01% Reduce -59.6% 11,456 $919K
Jacobs Levy Equity Management, Inc. 0.00% No change 11,065 $888K
HighTower Advisors, LLC 0.00% Reduce -0.3% 10,690 $857K
SummerHaven Investment Management, LLC 0.50% Reduce -20.2% 10,255 $823K
Unison Advisors LLC 0.10% Add +0.9% 10,222 $820K
Ensign Peak Advisors, Inc 0.00% No change 10,043 $806K
Susquehanna International Group, LLP 0.00% Add +31.0% 9,767 $784K
Thrivent Financial for Lutherans 0.00% Reduce -4.8% 9,739 $782K
Wedge Capital Management L L P 0.01% Reduce -4.6% 9,292 $746K
Jump Financial, LLC 0.02% New 8,963 $719K
Los Angeles Capital Management LLC 0.00% Add +46.6% 8,183 $657K
AlphaQuest LLC 0.06% Add +1376.8% 8,137 $653K
Quantbot Technologies LP 0.03% Add +169.6% 8,102 $650K
Guggenheim Capital LLC 0.00% Reduce -46.5% 8,052 $646K
Credit Agricole S A 0.00% New 7,640 $613K
Virtus Investment Advisers, LLC 0.50% No change 7,638 $613K
Comerica Bank 0.00% Add +2.6% 7,548 $606K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +10.2% 7,513 $598K

"% 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 216 holders