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
Intrust Bank NA 0.06% Add +10.2% 7,431 $596K
MetLife Investment Management, LLC 0.00% No change 7,311 $587K
State of Wisconsin Investment Board 0.00% New 7,210 $579K
Deutsche Bank AG 0.00% Add +31.7% 7,190 $577K
State Board of Administration of Florida Retirement System 0.00% No change 7,169 $575K
Corebridge Financial, Inc. 0.00% Reduce -1.0% 7,125 $572K
State of Alaska, Department of Revenue 0.01% Reduce -2.2% 7,077 $567K
PDT Partners, LLC 0.05% Reduce -24.8% 6,934 $556K
Illinois Municipal Retirement Fund 0.01% Reduce -1.3% 6,884 $552K
Jupiter Asset Management Ltd. 0.00% Add +26.9% 6,867 $551K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.6% 6,807 $546K
Allspring Global Investments Holdings, LLC 0.00% Reduce -26.8% 6,752 $542K
FMR LLC 0.00% Add +4.2% 6,674 $536K
Point72 Asset Management 0.00% Add +330.7% 6,400 $514K
Wells Fargo & Company 0.00% Add +4.9% 6,260 $502K
D. E. Shaw & Co. 0.00% Add +2.5% 6,170 $495K
Louisiana State Employees Retirement System 0.01% Reduce -3.2% 6,000 $482K
Manufacturers Life Insurance Company, The 0.00% Reduce -2.1% 5,979 $480K
Robeco Institutional Asset Management B.V. 0.00% Reduce -52.3% 5,685 $456K
XTX Topco Ltd 0.03% Add +85.5% 5,616 $451K
Sei Investments Co. 0.00% Add +4.4% 5,362 $430K
Martingale Asset Management L P 0.01% New 5,300 $425K
Pitcairn Co. 0.02% Reduce -2.8% 5,212 $418K
Bokf, NA 0.01% Reduce -28.7% 5,201 $408K
Sterling Capital Management LLC 0.01% — 4,865 $390K
Yousif Capital Management, LLC 0.00% Reduce -3.4% 4,803 $385K
Quadrature Capital Ltd 0.01% New 4,766 $382K
Teachers Retirement System of the State of Kentucky 0.00% No change 4,746 $381K
Meritage Portfolio Management 0.02% New 4,558 $366K
Brevan Howard Capital Management LP 0.02% Reduce -3.6% 4,524 $363K
Alps Advisors Inc. 0.00% Reduce -5.5% 4,430 $356K
Voya Investment Management LLC 0.00% Reduce -2.4% 4,296 $345K
Maryland State Retirement & Pension System 0.01% Reduce -2.5% 4,188 $336K
Teacher Retirement System of Texas 0.00% Reduce -54.5% 4,073 $327K
Miller Howard Investments Inc. 0.01% Reduce -0.1% 4,007 $322K
Sheaff Brock Investment Advisors, LLC 0.03% No change 4,000 $321K
Intech Investment Management LLC 0.00% Reduce -28.0% 3,943 $316K
Sequoia Financial Advisors, LLC 0.00% Reduce -0.1% 3,932 $316K
Arizona State Retirement System 0.00% Add +2.9% 3,716 $298K
Amalgamated Bank 0.00% Reduce -2.3% 3,679 $295K
SG Americas Securities, LLC 0.00% New 3,662 $294K
Aquatic Capital Management LLC 0.01% Add +300.0% 3,600 $289K
State of Tennessee, Department of Treasury 0.00% Reduce -58.4% 3,401 $273K
Schonfeld Strategic Advisors LLC 0.00% New 3,400 $273K
Benjamin Edwards Inc. 0.00% New 3,387 $272K
Cubist Systematic Strategies, LLC 0.00% Add +154.2% 3,365 $270K
Elevation Point Wealth Partners, LLC 0.03% Reduce -0.8% 3,348 $269K
Savant Capital, LLC 0.00% Add +1.7% 3,221 $258K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 3,104 $249K
Two Sigma Securities, LLC 0.02% New 2,973 $239K
Oregon Public Employees Retirement Fund 0.00% No change 2,962 $238K
Praxis Investment Management Inc. 0.01% No change 2,910 $234K
Mariner, LLC 0.00% Add +0.9% 2,915 $234K
Dark Forest Capital Management LP 0.03% New 2,897 $232K
Caxton Associates LP 0.01% New 2,772 $222K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.1% 2,651 $213K
Raymond James Financial Services Advisors, Inc. 0.00% New 2,613 $210K
Public Employees Retirement System of Ohio 0.00% Add +1.8% 2,605 $209K
Cwm, LLC 0.00% Add +140.0% 2,503 $201K
Princeton Capital Management LLC 0.06% New 2,500 $201K
Amundi 0.00% Add +9.4% 2,057 $164K
Point72 (DIFC) Ltd 0.01% Add +138.7% 2,024 $162K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 1,982 $159K
Advisors Asset Management, Inc. 0.00% Add +194.1% 1,906 $153K
Ameritas Investment Partners, Inc. 0.00% No change 1,331 $107K
PNC Financial Services Group, Inc. 0.00% Reduce -2.3% 1,250 $100K
Parkside Financial Bank & Trust 0.01% Add +31.5% 1,176 $94K
Globeflex Capital L P 0.01% No change 1,157 $93K
Tower Research Capital LLC (TRC) 0.00% Reduce -92.0% 1,024 $82K
Palouse Capital Management, Inc. 0.05% Reduce -34.4% 999 $80K
Point72 Asia (Singapore) Pte. Ltd. 0.01% New 945 $76K
MassMutual Private Wealth & Trust, FSB 0.00% No change 780 $63K
Copeland Capital Management, LLC 0.00% New 679 $54K
Osaic Holdings, Inc. 0.00% Reduce -1.1% 655 $53K
KBC Group NV 0.00% No change 625 $50K
US Bancorp \de 0.00% Add +0.8% 538 $43K
Coppell Advisory Solutions LLC 0.01% No change 439 $36K
Catalyst Funds Management Pty Ltd 0.01% New 400 $32K
GAMMA Investing LLC 0.00% Add +17.5% 315 $25K
Lanark Financial, Inc. 0.00% No change 302 $24K
Picton Mahoney Asset Management 0.00% Reduce -87.8% 261 $21K
Quadrant Capital Group LLC 0.00% No change 216 $17K
Smartleaf Asset Management LLC 0.00% Reduce -28.3% 177 $14K
UMB Bank, n.a. 0.00% Add +6.9% 170 $14K
Arax Advisory Partners 0.00% Add +8.3% 169 $14K
Earned Wealth Advisors, LLC 0.00% New 163 $13K
Fifth Third Bancorp 0.00% No change 155 $12K
Huntington National Bank 0.00% Reduce -18.1% 154 $12K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -69.3% 98 $8K
Northwestern Mutual Wealth Management Co. 0.00% No change 95 $8K
True Wealth Design, LLC 0.00% New 84 $7K
Quarry LP 0.00% Reduce -64.0% 63 $5K
Macroview Investment Management LLC 0.00% No change 39 $3K
Fortitude Family Office, LLC 0.00% No change 30 $2K
Mather Group, Llc. 0.00% No change 30 $2K
Wilmington Savings Fund Society, FSB 0.00% New 25 $2K
Bessemer Group Inc. 0.00% New 20 $2K
Versant Capital Management, Inc 0.00% New 21 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 20 $2K
Lindbrook Capital, LLC 0.00% No change 19 $2K
First Horizon Advisors, Inc. 0.00% No change 19 $2K
Farther Finance Advisors, LLC 0.00% Add +12.5% 18 $1K
CIBC Private Wealth Group LLC 0.00% No change 17 $1K
Blue Trust, Inc. 0.00% New 17 $1K
Glen Eagle Advisors, LLC 0.00% No change 14 $1K
Covestor Ltd 0.00% Add +25.0% 15 $1K
AlphaMark Advisors, LLC 0.00% No change 17 $1K
Bruce G. Allen Investments, LLC 0.00% New 12 $963
Allworth Financial LP 0.00% Reduce -54.2% 11 $883
Farmers & Merchants Investments Inc. 0.00% No change 9 $722
Nisa Investment Advisors, LLC 0.00% No change 6 $482
IFP Advisors, Inc 0.00% Reduce -99.3% 2 $137
TFC Financial Management, Inc. 0.00% No change 1 $81
Mendota Financial Group, LLC 0.00% New 1 $81
Larson Financial Group LLC 0.00% No change 1 $80
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.