Preferred Bank/Los AngelesPFBC

13F holders, Q4 2024 (December 31)
220holders +4
19new positions
18sold out
8famous investors
$86.40avg. 13F price*

At the end of Q4 2024, 220 institutions reported holding Preferred Bank/Los Angeles (PFBC) in their 13F filings, up 4 from Q3 2024. 19 opened new positions and 18 sold out. The largest holders were BlackRock, Inc. ($111.4M), T. Rowe Price Investment Management, Inc. ($97.5M) and Vanguard Group Inc. ($76.2M). 8 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions19$13.8M
Exits18$6.2M

All 13F filers, Q3 2024 → Q4 2024: 827,729 shares bought and 455,568 shares sold, net +372,161 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 220 holders

BlackRock, Inc. 0.00% Reduce -2.6% 1,290,029 $111.4M
T. Rowe Price Investment Management, Inc. 0.06% Add +0.5% 1,129,287 $97.5M
Vanguard Group Inc. 0.00% Reduce -0.7% 882,276 $76.2M
Dimensional Fund Advisors LP 0.01% Reduce -1.5% 664,395 $57.4M
State Street Corp. 0.00% Add +8.3% 641,432 $55.4M
Boston Partners 0.06% Add +2.5% 530,029 $45.8M
Nuveen Asset Management, LLC 0.01% Add +0.3% 468,759 $40.5M
Charles Schwab Investment Management Inc. 0.01% Add +4.5% 434,590 $37.5M
Geode Capital Management, LLC 0.00% Add +2.1% 360,025 $31.1M
HSBC Holdings PLC 0.01% Add +11.9% 261,130 $22.8M
Goldman Sachs Group Inc. 0.00% Reduce -15.3% 246,590 $21.3M
Morgan Stanley 0.00% Reduce -4.2% 214,332 $18.5M
UBS Group AG 0.00% Add +1125.0% 203,168 $17.5M
American Century Companies Inc. 0.01% Add +44.7% 199,628 $17.2M
JPMorgan Chase & Co. 0.00% Add +1.7% 189,196 $16.3M
Northern Trust Corp. 0.00% Reduce -0.1% 175,174 $15.1M
Hotchkis & Wiley Capital Management LLC 0.05% Add +32.1% 159,440 $13.8M
Millennium Management 0.01% Add +28.8% 147,702 $12.8M
Bank of New York Mellon Corp 0.00% Reduce -4.1% 142,833 $12.3M
Phocas Financial Corp. 1.56% Reduce -0.8% 134,885 $11.7M
LSV Asset Management 0.03% Reduce -20.4% 133,061 $11.5M
Invesco Ltd. 0.00% Reduce -11.1% 123,433 $10.7M
Royal Bank of Canada 0.00% Reduce -5.2% 111,045 $9.6M
Stieven Capital Advisors, L.P. 1.70% Reduce -5.9% 110,721 $9.6M
Kennedy Capital Management LLC 0.17% Add +274.2% 90,218 $7.8M
AQR Capital Management 0.01% Reduce -9.3% 88,775 $7.7M
ProShare Advisors LLC 0.02% Reduce -6.0% 85,781 $7.4M
Dana Investment Advisors, Inc. 0.24% Reduce -4.7% 85,121 $7.4M
Maltese Capital Management LLC 1.12% Add +12.7% 84,078 $7.3M
Weiss Asset Management LP 0.22% New 82,379 $7.1M
First Trust Advisors LP 0.01% Reduce -2.8% 80,737 $7.0M
Renaissance Technologies 0.01% Add +3.5% 71,955 $6.2M
Principal Financial Group Inc. 0.00% Add +4.3% 70,530 $6.1M
Qube Research & Technologies Ltd 0.01% Add +6.5% 64,110 $5.5M
Bridgeway Capital Management, LLC 0.11% Reduce -11.9% 59,198 $5.1M
Ameriprise Financial Inc. 0.00% Reduce -5.1% 56,270 $4.9M
De Lisle Partners LLP 0.67% Add +29.6% 53,179 $4.6M
Segall Bryant & Hamill, LLC 0.06% Reduce -12.9% 53,007 $4.6M
Two Sigma Advisers, LP 0.01% Reduce -3.3% 46,500 $4.0M
Kestrel Investment Management Corp. 2.07% No change 43,450 $3.8M
Rhumbline Advisers 0.00% Reduce -0.6% 41,920 $3.6M
Citadel Advisors 0.00% Reduce -20.1% 41,907 $3.6M
Empowered Funds, LLC 0.05% Reduce -17.3% 38,365 $3.3M
Jane Street Group, LLC 0.01% Add +84.6% 36,699 $3.2M
Two Sigma Investments, LP 0.01% Reduce -24.1% 36,670 $3.2M
Deutsche Bank AG 0.00% Add +405.8% 36,366 $3.1M
Brandywine Global Investment Management, LLC 0.02% Reduce -4.8% 36,089 $3.1M
Legal & General Group Plc 0.00% Reduce -2.3% 35,064 $3.0M
T. Rowe Price Associates Inc. 0.00% Add +13.1% 33,257 $2.9M
Public Sector Pension Investment Board 0.01% Add +18.0% 30,998 $2.7M
Federated Hermes, Inc. 0.01% Add +1.4% 30,946 $2.7M
Franklin Resources Inc. 0.00% Reduce -1.0% 28,586 $2.5M
Citigroup Inc. 0.00% Reduce -0.1% 28,019 $2.4M
Barclays PLC 0.00% Reduce -1.5% 27,008 $2.3M
New York State Common Retirement Fund 0.00% Add +15.5% 26,222 $2.3M
Swiss National Bank 0.00% No change 25,189 $2.2M
Royce & Associates LP 0.02% Add +4.7% 24,823 $2.1M
Voloridge Investment Management, LLC 0.01% Reduce -6.3% 24,061 $2.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -1.8% 21,773 $1.9M
Squarepoint Ops LLC 0.00% Add +31.5% 21,261 $1.8M
Bank of America Corp. 0.00% Reduce -26.0% 21,208 $1.8M
CANADA LIFE ASSURANCE Co 0.00% No change 17,996 $1.6M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -3.9% 16,794 $1.5M
Pathstone Holdings, LLC 0.01% Add +7.1% 16,357 $1.4M
Jefferies Financial Group Inc. 0.02% New 16,285 $1.4M
Exchange Traded Concepts, LLC 0.03% Add +2.1% 16,272 $1.4M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -58.5% 15,542 $1.3M
Engineers Gate Manager LP 0.02% Add +9.8% 15,536 $1.3M
Cubist Systematic Strategies, LLC 0.02% Add +342.1% 14,877 $1.3M
Meritage Portfolio Management 0.08% Add +223.2% 14,729 $1.3M
Balyasny Asset Management L.P. 0.00% Add +15.2% 14,434 $1.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% — 14,421 $1.2M
Prudential Financial Inc. 0.00% Add +12.9% 14,387 $1.2M
Russell Investments Group, Ltd. 0.00% Reduce -17.1% 13,871 $1.2M
Envestnet Asset Management Inc. 0.00% Add +9.7% 13,826 $1.2M
Alliancebernstein L.P. 0.00% No change 13,800 $1.2M
WINTON GROUP Ltd 0.08% Add +0.0% 13,587 $1.2M
Rafferty Asset Management, LLC 0.00% Reduce -14.4% 13,477 $1.2M
Janus Henderson Group PLC 0.00% Reduce -0.8% 12,612 $1.1M
Macquarie Group Ltd. 0.00% No change 12,100 $1.0M
California State Teachers Retirement System 0.00% Reduce -1.1% 12,040 $1.0M
New York State Teachers Retirement System 0.00% No change 11,531 $996K
KLP Kapitalforvaltning As 0.00% — 10,600 $916K
HighTower Advisors, LLC 0.00% Reduce -2.5% 10,418 $900K
Unison Advisors LLC 0.11% Add +0.8% 10,307 $890K
SummerHaven Investment Management, LLC 0.55% No change 10,255 $886K
Sei Investments Co. 0.00% Add +90.9% 10,237 $884K
Ensign Peak Advisors, Inc 0.00% No change 10,043 $868K
Fisher Asset Management 0.00% New 9,756 $843K
Thrivent Financial for Lutherans 0.00% Reduce -1.6% 9,586 $828K
Jump Financial, LLC 0.02% Add +2.1% 9,148 $790K
Wedge Capital Management L L P 0.01% Reduce -3.0% 9,015 $779K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +19.5% 8,976 $778K
Intrust Bank NA 0.08% Add +18.9% 8,835 $763K
BNP Paribas Financial Markets 0.00% Reduce -33.3% 8,773 $758K
State of Tennessee, Department of Treasury 0.00% Add +145.5% 8,349 $721K
Los Angeles Capital Management LLC 0.00% No change 8,183 $707K
XTX Topco Ltd 0.06% Add +43.6% 8,063 $696K
Wells Fargo & Company 0.00% Add +25.4% 7,848 $678K
Denali Advisors LLC 0.07% New 7,800 $674K
HRT Financial LP 0.00% Reduce -48.9% 7,689 $664K
Credit Agricole S A 0.00% No change 7,640 $660K
FMR LLC 0.00% Add +10.2% 7,356 $635K
MetLife Investment Management, LLC 0.00% Reduce -0.2% 7,295 $630K
Comerica Bank 0.00% Reduce -5.0% 7,171 $619K
Trexquant Investment LP 0.01% New 7,069 $611K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +3.8% 7,064 $610K
State of Alaska, Department of Revenue 0.01% Reduce -0.6% 7,035 $607K
State Board of Administration of Florida Retirement System 0.00% Reduce -4.2% 6,871 $594K
Allspring Global Investments Holdings, LLC 0.00% Add +0.2% 6,764 $584K
Tudor Investment Corporation 0.01% Reduce -41.3% 6,724 $581K
Illinois Municipal Retirement Fund 0.01% Reduce -2.8% 6,690 $578K
Intech Investment Management LLC 0.01% Add +67.7% 6,612 $571K
Susquehanna International Group, LLP 0.00% Reduce -32.3% 6,610 $571K
Corebridge Financial, Inc. 0.00% Reduce -7.3% 6,608 $571K
Louisiana State Employees Retirement System 0.01% No change 6,000 $518K
Gsa Capital Partners LLP 0.04% Reduce -81.3% 5,924 $512K
Amundi 0.00% Add +191.3% 5,993 $511K
SG Americas Securities, LLC 0.00% Add +59.6% 5,845 $505K
Manufacturers Life Insurance Company, The 0.00% Reduce -2.8% 5,810 $502K
Robeco Institutional Asset Management B.V. 0.00% No change 5,685 $491K
Point72 Asset Management 0.00% Reduce -17.2% 5,300 $458K
Quantbot Technologies LP 0.02% Reduce -34.7% 5,288 $457K
Sterling Capital Management LLC 0.01% Add +7.3% 5,219 $451K
NewEdge Wealth, LLC 0.01% New 5,194 $449K
Pitcairn Co. 0.03% Reduce -0.8% 5,172 $447K
Teachers Retirement System of the State of Kentucky 0.00% No change 4,746 $410K
Yousif Capital Management, LLC 0.00% Reduce -2.1% 4,703 $406K
ExodusPoint Capital Management, LP 0.00% New 4,500 $389K
Alps Advisors Inc. 0.00% No change 4,430 $383K
Virtus Investment Advisers, LLC 0.29% Reduce -44.5% 4,238 $366K
Maryland State Retirement & Pension System 0.01% No change 4,188 $362K
Bokf, NA 0.01% Reduce -15.0% 4,420 $360K
Infrastructure Capital Advisors, LLC 0.06% New 4,165 $360K
Voya Investment Management LLC 0.00% Reduce -6.5% 4,019 $347K
Sheaff Brock Investment Advisors, LLC 0.03% No change 4,000 $346K
Scientech Research LLC 0.09% New 3,863 $334K
Sequoia Financial Advisors, LLC 0.00% Reduce -2.7% 3,826 $330K
Arizona State Retirement System 0.00% Add +0.3% 3,726 $322K
Amalgamated Bank 0.00% Reduce -0.9% 3,646 $315K
Allianz Asset Management GmbH 0.00% New 3,600 $311K
Aquatic Capital Management LLC 0.01% Reduce -0.3% 3,591 $310K
Schonfeld Strategic Advisors LLC 0.00% Add +2.9% 3,500 $302K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +12.7% 3,498 $302K
Two Sigma Securities, LLC 0.05% Add +17.6% 3,495 $302K
Benjamin Edwards Inc. 0.00% Add +1.8% 3,447 $298K
Elevation Point Wealth Partners, LLC 0.02% Add +1.5% 3,399 $294K
Dark Forest Capital Management LP 0.04% Add +16.8% 3,384 $292K
Advisors Asset Management, Inc. 0.01% Add +77.4% 3,381 $292K
SkyOak Wealth, LLC 0.06% New 3,249 $281K
Savant Capital, LLC 0.00% No change 3,221 $278K
Oregon Public Employees Retirement Fund 0.00% No change 2,962 $256K
Campbell & CO Investment Adviser LLC 0.02% New 2,793 $241K
Mariner, LLC 0.00% Reduce -6.6% 2,722 $235K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +36.9% 2,714 $234K
AlphaQuest LLC 0.03% Reduce -67.3% 2,662 $230K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.1% 2,648 $229K
D. E. Shaw & Co. 0.00% Reduce -58.3% 2,574 $222K
Teacher Retirement System of Texas 0.00% Reduce -37.7% 2,538 $219K
Police & Firemen's Retirement System of New Jersey 0.00% — 2,517 $217K
Cwm, LLC 0.00% Add +0.3% 2,510 $217K
Militia Capital Partners, LP 0.21% — 2,500 $216K
Princeton Capital Management LLC 0.07% No change 2,500 $216K
Wealth Enhancement Advisory Services, LLC 0.00% New 2,418 $209K
Victory Capital Management Inc. 0.00% Reduce -88.4% 2,372 $205K
Brevan Howard Capital Management LP 0.01% Reduce -48.0% 2,354 $203K
Centiva Capital, LP 0.01% New 2,353 $203K
Virtu Financial LLC 0.01% New 2,351 $203K
Point72 (DIFC) Ltd 0.02% Reduce -2.4% 1,976 $171K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 1,350 $117K
Ameritas Investment Partners, Inc. 0.00% No change 1,331 $115K
PNC Financial Services Group, Inc. 0.00% Reduce -1.8% 1,227 $106K
Parkside Financial Bank & Trust 0.01% No change 1,176 $102K
Globeflex Capital L P 0.01% No change 1,157 $100K
Palouse Capital Management, Inc. 0.06% No change 999 $86K
KBC Group NV 0.00% Add +46.2% 914 $79K
MassMutual Private Wealth & Trust, FSB 0.00% Add +2.0% 796 $69K
R Squared Ltd 0.06% — 750 $65K
Osaic Holdings, Inc. 0.00% Add +6.7% 699 $60K
Copeland Capital Management, LLC 0.00% Add +1.3% 688 $59K
Smartleaf Asset Management LLC 0.01% Add +217.5% 562 $49K
Picton Mahoney Asset Management 0.00% Add +110.7% 550 $47K
US Bancorp \de 0.00% Reduce -0.2% 537 $46K
Coppell Advisory Solutions LLC 0.01% No change 439 $36K
GAMMA Investing LLC 0.00% Add +22.2% 385 $33K
Point72 Asia (Singapore) Pte. Ltd. 0.01% Reduce -62.0% 359 $31K
Tower Research Capital LLC (TRC) 0.00% Reduce -71.2% 295 $25K
Quadrant Capital Group LLC 0.00% Add +9.7% 237 $20K
Huntington National Bank 0.00% Add +23.4% 190 $16K
Public Employees Retirement System of Ohio 0.00% Reduce -93.2% 178 $15K
Arax Advisory Partners 0.00% No change 169 $15K
UMB Bank, n.a. 0.00% Reduce -10.0% 153 $13K
Fifth Third Bancorp 0.00% Reduce -21.3% 122 $11K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +470.0% 114 $10K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 98 $8K
Northwestern Mutual Wealth Management Co. 0.00% No change 95 $8K
True Wealth Design, LLC 0.00% No change 84 $7K
Covestor Ltd 0.00% Add +93.3% 29 $3K
EverSource Wealth Advisors, LLC 0.00% New 32 $3K
Versant Capital Management, Inc 0.00% Add +47.6% 31 $3K
Fortitude Family Office, LLC 0.00% No change 30 $3K
Mather Group, Llc. 0.00% No change 30 $3K
Wilmington Savings Fund Society, FSB 0.00% No change 25 $2K
Bessemer Group Inc. 0.00% No change 20 $2K
Rothschild Investment LLC 0.00% New 20 $2K
First Horizon Advisors, Inc. 0.00% No change 19 $2K
Lindbrook Capital, LLC 0.00% Reduce -5.3% 18 $2K
Farther Finance Advisors, LLC 0.00% No change 18 $2K
Glen Eagle Advisors, LLC 0.00% No change 14 $1K
Bruce G. Allen Investments, LLC 0.00% No change 12 $1K
AlphaMark Advisors, LLC 0.00% No change 17 $1K
Allworth Financial LP 0.00% No change 11 $954
Farmers & Merchants Investments Inc. 0.00% No change 9 $777
Nisa Investment Advisors, LLC 0.00% No change 6 $518
SBI Securities Co., Ltd. 0.00% — 6 $518
IFP Advisors, Inc 0.00% Add +50.0% 3 $259
Global Retirement Partners, LLC 0.00% New 2 $173
TFC Financial Management, Inc. 0.00% No change 1 $87
Larson Financial Group LLC 0.00% No change 1 $86
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.