Preferred Bank/Los AngelesPFBC

13F holders, Q2 2025 (June 30)
209holders −12
15new positions
25sold out
8famous investors
$86.59avg. 13F price*

At the end of Q2 2025, 209 institutions reported holding Preferred Bank/Los Angeles (PFBC) in their 13F filings, down 12 from Q1 2025. 15 opened new positions and 25 sold out. The largest holders were BlackRock, Inc. ($105.3M), T. Rowe Price Investment Management, Inc. ($99.6M) and Vanguard Group Inc. ($76.7M). 8 famous investors held it, including Israel Englander (0.0% of Millennium 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions15$2.7M
Exits25$21.6M

All 13F filers, Q1 2025 → Q2 2025: 487,518 shares bought and 1,101,851 shares sold, net −614,333 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 209 holders

BlackRock, Inc. 0.00% Reduce -5.5% 1,216,791 $105.3M
T. Rowe Price Investment Management, Inc. 0.06% Add +0.1% 1,150,614 $99.6M
Vanguard Group Inc. 0.00% Reduce -0.4% 886,648 $76.7M
State Street Corp. 0.00% Add +1.7% 610,263 $52.8M
Dimensional Fund Advisors LP 0.01% Reduce -4.0% 608,249 $52.6M
Boston Partners 0.05% Add +1.3% 532,085 $46.4M
Charles Schwab Investment Management Inc. 0.01% Add +2.2% 485,683 $42.0M
Geode Capital Management, LLC 0.00% Add +1.3% 372,081 $32.2M
Nuveen, LLC 0.01% Reduce -16.1% 344,099 $29.8M
American Century Companies Inc. 0.01% Add +13.5% 291,858 $25.3M
Morgan Stanley 0.00% Add +18.5% 215,771 $18.7M
UBS Group AG 0.00% Reduce -13.4% 178,214 $15.4M
Kennedy Capital Management LLC 0.36% Reduce -2.0% 173,807 $15.0M
Northern Trust Corp. 0.00% Reduce -6.9% 158,253 $13.7M
Goldman Sachs Group Inc. 0.00% Reduce -7.5% 149,900 $13.0M
Hotchkis & Wiley Capital Management LLC 0.04% Add +1.9% 147,150 $12.7M
Millennium Management 0.01% Add +5.5% 146,769 $12.7M
HSBC Holdings PLC 0.01% Reduce -35.8% 146,435 $12.7M
Bank of New York Mellon Corp 0.00% Reduce -1.1% 135,792 $11.8M
Phocas Financial Corp. 1.59% Add +0.0% 127,541 $11.0M
Stieven Capital Advisors, L.P. 2.04% Add +9.1% 121,021 $10.5M
Two Sigma Investments, LP 0.02% Add +101.6% 103,094 $8.9M
Royal Bank of Canada 0.00% Reduce -14.4% 84,619 $7.3M
Dana Investment Advisors, Inc. 0.23% Reduce -2.0% 81,211 $7.0M
Renaissance Technologies 0.01% Reduce -10.2% 76,655 $6.6M
Citadel Advisors 0.01% Add +239.2% 76,617 $6.6M
ProShare Advisors LLC 0.01% Reduce -14.4% 74,663 $6.5M
Principal Financial Group Inc. 0.00% Reduce -2.7% 70,600 $6.1M
Maltese Capital Management LLC 0.86% Reduce -5.7% 70,000 $6.1M
First Trust Advisors LP 0.00% Reduce -2.6% 68,014 $5.9M
JPMorgan Chase & Co. 0.00% Reduce -65.7% 61,999 $5.4M
Bank of America Corp. 0.00% Add +50.1% 61,857 $5.4M
Invesco Ltd. 0.00% Reduce -51.3% 58,285 $5.0M
Numerai GP LLC 0.72% Add +691.0% 57,936 $5.0M
Two Sigma Advisers, LP 0.01% Add +21.9% 56,300 $4.9M
De Lisle Partners LLP 0.67% Add +2.8% 54,679 $4.7M
LSV Asset Management 0.01% Reduce -18.8% 53,540 $4.6M
Ameriprise Financial Inc. 0.00% Reduce -10.3% 52,022 $4.5M
Public Sector Pension Investment Board 0.02% Add +1.1% 50,856 $4.4M
Voloridge Investment Management, LLC 0.01% Add +5.5% 43,441 $3.8M
WINTON GROUP Ltd 0.19% Add +217.1% 42,116 $3.6M
Kestrel Investment Management Corp. 2.15% Reduce -4.6% 41,450 $3.6M
Rhumbline Advisers 0.00% Add +0.5% 40,388 $3.5M
Jane Street Group, LLC 0.01% Reduce -40.7% 39,366 $3.4M
T. Rowe Price Associates Inc. 0.00% Add +14.3% 38,326 $3.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +39.0% 36,041 $3.1M
Brandywine Global Investment Management, LLC 0.02% Reduce -3.7% 33,479 $2.9M
Legal & General Group Plc 0.00% Reduce -0.9% 33,400 $2.9M
Barclays PLC 0.00% Add +57.4% 32,114 $2.8M
Federated Hermes, Inc. 0.01% Reduce -0.3% 30,509 $2.6M
AQR Capital Management 0.00% Reduce -48.2% 29,751 $2.6M
Franklin Resources Inc. 0.00% Add +1.2% 28,417 $2.5M
Royce & Associates LP 0.02% Add +1.0% 25,459 $2.2M
AlphaQuest LLC 0.21% Add +617.3% 24,387 $2.1M
Susquehanna International Group, LLP 0.00% Add +1.8% 24,009 $2.1M
Swiss National Bank 0.00% Reduce -1.6% 23,889 $2.1M
Citigroup Inc. 0.00% Reduce -14.8% 23,606 $2.0M
New York State Common Retirement Fund 0.00% Reduce -31.9% 23,022 $2.0M
Qube Research & Technologies Ltd 0.00% Reduce -61.2% 19,218 $1.7M
State of Wisconsin Investment Board 0.00% New 18,818 $1.6M
D. E. Shaw & Co. 0.00% Reduce -39.0% 17,258 $1.5M
Rafferty Asset Management, LLC 0.00% Add +29.2% 17,219 $1.5M
FMR LLC 0.00% Reduce -3.6% 17,017 $1.5M
Tudor Investment Corporation 0.01% Reduce -44.9% 16,923 $1.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Reduce -16.1% 16,613 $1.4M
Quantbot Technologies LP 0.04% Add +31.6% 15,919 $1.4M
CANADA LIFE ASSURANCE Co 0.00% Reduce -3.8% 15,523 $1.3M
Pathstone Holdings, LLC 0.01% Reduce -6.1% 14,740 $1.3M
Bridgeway Capital Management, LLC 0.03% Reduce -63.6% 14,633 $1.3M
Jump Financial, LLC 0.02% Add +148.7% 14,225 $1.2M
Russell Investments Group, Ltd. 0.00% Reduce -2.6% 14,055 $1.2M
Envestnet Asset Management Inc. 0.00% Add +1.4% 13,581 $1.2M
Fisher Asset Management 0.00% Add +39.2% 13,579 $1.2M
Segall Bryant & Hamill, LLC 0.02% Reduce -73.5% 13,578 $1.2M
Alliancebernstein L.P. 0.00% Reduce -3.5% 13,315 $1.2M
Cubist Systematic Strategies, LLC 0.01% Add +2258.5% 12,665 $1.1M
Prudential Financial Inc. 0.00% Reduce -12.1% 12,112 $1.0M
Hennion & Walsh Asset Management, Inc. 0.04% Add +39.6% 11,921 $1.0M
California State Teachers Retirement System 0.00% Reduce -1.1% 11,906 $1.0M
New York State Teachers Retirement System 0.00% Reduce -0.9% 11,431 $989K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +9.9% 11,110 $962K
Sei Investments Co. 0.00% Reduce -8.4% 10,671 $924K
SummerHaven Investment Management, LLC 0.60% Add +1.6% 10,582 $916K
Gsa Capital Partners LLP 0.06% Add +64.1% 10,518 $910K
Unison Advisors LLC 0.10% Add +1.0% 10,490 $908K
Wedge Capital Management L L P 0.02% Add +0.0% 10,336 $895K
KLP Kapitalforvaltning As 0.00% Reduce -3.8% 10,200 $883K
Deutsche Bank AG 0.00% Reduce -1.4% 9,123 $790K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -0.3% 8,745 $757K
Thrivent Financial for Lutherans 0.00% Reduce -5.7% 8,497 $735K
Intrust Bank NA 0.07% Add +0.7% 8,488 $735K
Wells Fargo & Company 0.00% Add +7.8% 8,477 $734K
Ensign Peak Advisors, Inc 0.00% Reduce -17.4% 8,293 $718K
Globeflex Capital L P 0.06% No change 8,280 $717K
MetLife Investment Management, LLC 0.00% Add +5.5% 7,547 $653K
XTX Topco Ltd 0.03% Add +97.4% 7,537 $652K
NewEdge Wealth, LLC 0.01% Add +13.9% 6,975 $627K
Comerica Bank 0.00% Add +1.0% 7,078 $613K
Engineers Gate Manager LP 0.01% Reduce -54.5% 6,944 $601K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -50.2% 6,929 $600K
State of Alaska, Department of Revenue 0.01% Add +0.9% 6,860 $592K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -6.1% 6,824 $591K
Illinois Municipal Retirement Fund 0.01% Reduce -3.7% 6,576 $569K
Arrowstreet Capital, Limited Partnership 0.00% Reduce -9.4% 6,559 $568K
Janus Henderson Group PLC 0.00% Reduce -46.7% 6,398 $554K
Squarepoint Ops LLC 0.00% Reduce -64.9% 5,910 $511K
Manufacturers Life Insurance Company, The 0.00% Reduce -1.3% 5,798 $502K
Bokf, NA 0.01% Reduce -6.1% 5,632 $487K
Intech Investment Management LLC 0.00% Reduce -34.5% 5,590 $484K
Infrastructure Capital Advisors, LLC 0.08% Add +19.4% 5,508 $477K
Louisiana State Employees Retirement System 0.01% Reduce -6.9% 5,400 $467K
Allspring Global Investments Holdings, LLC 0.00% Reduce -43.5% 5,360 $464K
HRT Financial LP 0.00% Reduce -34.9% 5,321 $460K
BNP Paribas Financial Markets 0.00% Add +146.8% 5,010 $434K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +14.9% 4,978 $431K
Robeco Institutional Asset Management B.V. 0.00% Reduce -13.8% 4,899 $424K
Point72 Asset Management 0.00% Add +35.2% 4,869 $421K
Sterling Capital Management LLC 0.01% Add +2.5% 4,760 $412K
Los Angeles Capital Management LLC 0.00% Reduce -42.3% 4,723 $409K
Macquarie Group Ltd. 0.00% Reduce -61.2% 4,700 $407K
Two Sigma Securities, LLC 0.05% Add +21.9% 4,675 $405K
Alps Advisors Inc. 0.00% Add +1.2% 4,434 $384K
Pitcairn Co. 0.02% Reduce -15.7% 4,400 $381K
Teachers Retirement System of the State of Kentucky 0.00% Reduce -8.1% 4,360 $378K
Yousif Capital Management, LLC 0.00% Reduce -4.9% 4,343 $376K
Advisors Asset Management, Inc. 0.01% Add +1.9% 4,226 $366K
Allworth Financial LP 0.00% Add +36363.6% 4,011 $347K
Raymond James Financial Inc. 0.00% Add +23.5% 3,837 $332K
Sequoia Financial Advisors, LLC 0.00% Reduce -0.6% 3,755 $325K
Aquatic Capital Management LLC 0.01% Reduce -24.5% 3,716 $322K
Centiva Capital, LP 0.02% Reduce -8.9% 3,688 $319K
Arizona State Retirement System 0.00% Add +1.9% 3,652 $316K
Teacher Retirement System of Texas 0.00% Reduce -5.3% 3,640 $315K
Voya Investment Management LLC 0.00% Add +0.9% 3,604 $312K
Mariner, LLC 0.00% Reduce -9.1% 3,430 $297K
Tower Research Capital LLC (TRC) 0.01% Add +1002.3% 3,417 $296K
Elevation Point Wealth Partners, LLC 0.02% Add +1.7% 3,417 $296K
Maryland State Retirement & Pension System 0.01% Reduce -5.1% 3,396 $294K
SG Americas Securities, LLC 0.00% Reduce -26.9% 3,381 $293K
Amalgamated Bank 0.00% Reduce -5.0% 3,336 $289K
State of Tennessee, Department of Treasury 0.00% No change 3,259 $282K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -6.0% 3,148 $272K
Virtu Financial LLC 0.01% New 3,069 $266K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +1.1% 2,967 $257K
O'shaughnessy Asset Management, LLC 0.00% New 2,850 $247K
Police & Firemen's Retirement System of New Jersey 0.00% Add +12.5% 2,831 $245K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 2,714 $235K
Verition Fund Management LLC 0.00% Reduce -6.2% 2,678 $232K
Oregon Public Employees Retirement Fund 0.00% Reduce -7.1% 2,622 $227K
Wealth Enhancement Advisory Services, LLC 0.00% New 2,456 $225K
Princeton Capital Management LLC 0.06% No change 2,500 $216K
Dynamic Technology Lab Private Ltd 0.03% New 2,450 $212K
Cwm, LLC 0.00% Reduce -14.1% 2,386 $206K
Corton Capital Inc. 0.24% Reduce -17.7% 2,338 $202K
Rexford Capital Inc. 0.11% — 1,480 $128K
Ameritas Investment Partners, Inc. 0.00% No change 1,331 $115K
NewEdge Advisors, LLC 0.00% Add +350.7% 1,316 $114K
Parkside Financial Bank & Trust 0.01% Add +4.3% 1,245 $108K
PNC Financial Services Group, Inc. 0.00% Reduce -4.6% 1,154 $100K
Copeland Capital Management, LLC 0.00% Add +16.2% 845 $73K
MassMutual Private Wealth & Trust, FSB 0.00% Add +1.1% 805 $70K
Osaic Holdings, Inc. 0.00% Add +2.7% 603 $52K
GAMMA Investing LLC 0.00% Add +11.8% 493 $43K
Smartleaf Asset Management LLC 0.00% Add +1.2% 428 $37K
Clearstead Advisors, LLC 0.00% New 367 $32K
EverSource Wealth Advisors, LLC 0.00% Add +1224.0% 331 $29K
Meeder Asset Management Inc. 0.00% Reduce -50.8% 326 $28K
Point72 (DIFC) Ltd 0.00% Reduce -45.6% 301 $26K
Lanark Financial, Inc. 0.00% No change 302 $26K
US Bancorp \de 0.00% Reduce -52.5% 255 $22K
Versant Capital Management, Inc 0.00% Add +67.8% 198 $17K
Huntington National Bank 0.00% Add +1.1% 191 $17K
Public Employees Retirement System of Ohio 0.00% No change 189 $16K
Simplex Trading, LLC 0.00% New 196 $16K
UMB Bank, n.a. 0.00% No change 169 $15K
MAI Capital Management 0.00% New 162 $14K
Aster Capital Management (DIFC) Ltd 0.00% Reduce -98.4% 159 $14K
Covestor Ltd 0.01% Add +1411.1% 136 $12K
Fifth Third Bancorp 0.00% Reduce -16.3% 123 $11K
Harbor Capital Advisors, Inc. 0.00% Add +16.7% 119 $10K
Bessemer Group Inc. 0.00% Add +40.0% 119 $10K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 98 $8K
Northwestern Mutual Wealth Management Co. 0.00% No change 95 $8K
Brooklyn Investment Group 0.00% Add +3500.0% 72 $6K
Hantz Financial Services, Inc. 0.00% New 70 $6K
Danske Bank A/S 0.00% Reduce -99.6% 64 $6K
Fortitude Family Office, LLC 0.00% No change 30 $3K
Rothschild Investment LLC 0.00% Add +50.0% 30 $3K
Quarry LP 0.00% New 25 $2K
Wilmington Savings Fund Society, FSB 0.00% No change 25 $2K
Twin Peaks Wealth Advisors, LLC 0.00% New 22 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 22 $2K
CIBC Private Wealth Group LLC 0.00% No change 21 $2K
Glen Eagle Advisors, LLC 0.00% No change 14 $1K
Arax Advisory Partners 0.00% No change 13 $1K
Bruce G. Allen Investments, LLC 0.00% Add +8.3% 13 $1K
True Wealth Design, LLC 0.00% Reduce -90.3% 9 $779
Nisa Investment Advisors, LLC 0.00% Add +50.0% 9 $779
Farmers & Merchants Investments Inc. 0.00% No change 9 $779
Farther Finance Advisors, LLC 0.00% Reduce -61.1% 7 $606
Larson Financial Group LLC 0.00% Add +500.0% 6 $519
Clearstead Trust, LLC 0.00% New 5 $433
Jones Financial Companies LLLP 0.00% New 5 $432
Essential Partners LLC 0.00% — 3 $260
Horizon Investments, LLC 0.00% New 3 $258
TFC Financial Management, Inc. 0.00% No change 1 $87
SBI Securities Co., Ltd. 0.00% No change 1 $87
Hazlett, Burt & Watson, Inc. 0.00% No change 4 $0
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.