Preferred Bank/Los AngelesPFBC

13F holders, Q2 2026 (June 30)
229holders +22
38new positions
16sold out
8famous investors
$106.23avg. 13F price*

At the end of Q2 2026, 229 institutions reported holding Preferred Bank/Los Angeles (PFBC) in their 13F filings, up 22 from Q1 2026. 38 opened new positions and 16 sold out. The largest holders were BlackRock, Inc. ($123.2M), T. Rowe Price Investment Management, Inc. ($114.4M) and State Street Corp. ($68.7M). 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 Ken Griffin (0.0% of Citadel Advisors'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 2026 → Q2 2026

InstitutionsTotal Value
New Positions38$15.8M
Exits16$5.7M

All 13F filers, Q1 2026 → Q2 2026: 672,218 shares bought and 433,413 shares sold, net +238,805 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 229 holders

BlackRock, Inc. 0.00% Reduce -3.8% 1,159,221 $123.2M
T. Rowe Price Investment Management, Inc. 0.08% Reduce -0.5% 1,077,055 $114.4M
State Street Corp. 0.00% Add +9.8% 646,206 $68.7M
Dimensional Fund Advisors LP 0.01% Reduce -1.0% 573,320 $60.9M
Vanguard Capital Management LLC 0.00% Reduce -5.3% 475,275 $50.5M
American Century Companies Inc. 0.02% Add +11.7% 447,109 $47.5M
Charles Schwab Investment Management Inc. 0.01% Add +5.5% 439,652 $46.7M
Boston Partners 0.04% Add +4.1% 412,063 $43.8M
Geode Capital Management, LLC 0.00% Add +6.1% 399,169 $42.4M
Nuveen, LLC 0.01% Reduce -0.4% 332,262 $35.3M
Two Sigma Investments, LP 0.03% Add +70.7% 315,265 $33.5M
Vanguard Portfolio Management LLC 0.00% Add +3.3% 258,444 $27.5M
Morgan Stanley 0.00% Add +5.8% 224,570 $23.9M
Goldman Sachs Group Inc. 0.00% Add +7.0% 174,961 $18.6M
Kennedy Capital Management LLC 0.31% Reduce -24.1% 167,220 $17.8M
HSBC Holdings PLC 0.01% Reduce -10.1% 154,396 $16.3M
Northern Trust Corp. 0.00% Add +1.5% 150,000 $15.9M
Hotchkis & Wiley Capital Management LLC 0.04% Add +0.1% 141,435 $15.0M
Stieven Capital Advisors, L.P. 2.39% Reduce -3.8% 117,921 $12.5M
Bank of New York Mellon Corp 0.00% Reduce -3.2% 116,241 $12.4M
Invesco Ltd. 0.00% Add +2.9% 112,712 $12.0M
Dana Investment Advisors, Inc. 0.29% Add +33.1% 105,736 $11.2M
Qube Research & Technologies Ltd 0.01% Reduce -4.3% 96,660 $10.3M
Phocas Financial Corp. 1.42% Reduce -5.0% 96,557 $10.3M
AQR Capital Management 0.00% Add +135.5% 83,058 $8.8M
Principal Financial Group Inc. 0.00% Add +0.1% 77,471 $8.2M
Maltese Capital Management LLC 1.51% Reduce -7.9% 76,700 $8.2M
FMR LLC 0.00% Add +0.3% 73,380 $7.8M
Vanguard Fiduciary Trust Co. 0.00% Reduce -1.6% 72,413 $7.7M
UBS Group AG 0.00% Reduce -14.2% 70,158 $7.5M
Millennium Management 0.01% Add +2.6% 67,689 $7.2M
ProShare Advisors LLC 0.01% Reduce -5.7% 67,640 $7.2M
Citadel Advisors 0.00% Reduce -25.3% 64,837 $6.9M
Public Sector Pension Investment Board 0.02% Add +2.9% 62,805 $6.7M
De Lisle Partners LLP 0.65% No change 56,179 $6.0M
CSM Advisors, LLC 0.13% New 55,500 $5.9M
Franklin Resources Inc. 0.00% Reduce -4.3% 51,071 $5.4M
JPMorgan Chase & Co. 0.00% Add +48.0% 42,072 $4.5M
D. E. Shaw & Co. 0.00% Add +94.8% 40,979 $4.4M
Kestrel Investment Management Corp. 2.30% No change 39,750 $4.2M
T. Rowe Price Associates Inc. 0.00% Reduce -0.1% 39,265 $4.2M
First Trust Advisors LP 0.00% Reduce -31.5% 38,433 $4.1M
Federated Hermes, Inc. 0.01% Add +0.9% 38,337 $4.1M
Prudential Financial Inc. 0.00% Add +14.5% 35,133 $3.7M
Ameriprise Financial Inc. 0.00% Reduce -2.8% 32,932 $3.5M
Rhumbline Advisers 0.00% Reduce -12.0% 29,699 $3.2M
Bank of America Corp. 0.00% Reduce -22.7% 27,957 $3.0M
Legal & General Group Plc 0.00% Reduce -1.8% 25,689 $2.7M
Royce & Associates LP 0.02% Add +0.7% 25,156 $2.7M
Swiss National Bank 0.00% Reduce -2.6% 22,589 $2.4M
New York State Common Retirement Fund 0.00% Reduce -7.0% 22,572 $2.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +10.8% 20,827 $2.2M
XTX Topco Ltd 0.03% Add +3.1% 20,736 $2.2M
Fisher Asset Management 0.00% Add +0.2% 18,576 $2.0M
Russell Investments Group, Ltd. 0.00% Add +30.6% 18,250 $1.9M
Trexquant Investment LP 0.01% Reduce -9.6% 17,513 $1.9M
Quantbot Technologies LP 0.07% Reduce -10.0% 17,408 $1.8M
Exchange Traded Concepts, LLC 0.01% Add +3.3% 16,108 $1.7M
Angel Oak Capital Advisors, LLC 2.08% No change 15,500 $1.6M
BNP Paribas Financial Markets 0.00% Add +119.4% 15,356 $1.6M
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -25.4% 15,331 $1.6M
Citigroup Inc. 0.00% Add +31.2% 15,300 $1.6M
Envestnet Asset Management Inc. 0.00% Add +3.4% 15,149 $1.6M
Gsa Capital Partners LLP 0.10% Add +484.9% 14,863 $1.6M
Quantinno Capital Management LP 0.00% Add +181.4% 14,461 $1.5M
Sei Investments Co. 0.00% Reduce -34.3% 14,448 $1.5M
Hennion & Walsh Asset Management, Inc. 0.04% Reduce -0.2% 14,294 $1.5M
WINTON GROUP Ltd 0.05% Reduce -0.1% 14,179 $1.5M
Susquehanna Fundamental Investments, LLC 0.03% New 14,179 $1.5M
LSV Asset Management 0.00% Add +43.1% 14,020 $1.5M
Bridgeway Capital Management, LLC 0.03% No change 13,676 $1.5M
HRT Financial LP 0.00% Reduce -51.2% 13,042 $1.4M
Squarepoint Ops LLC 0.00% Reduce -4.0% 12,898 $1.4M
NewEdge Wealth, LLC 0.01% Add +26.9% 12,640 $1.3M
California State Teachers Retirement System 0.00% Add +16.8% 12,336 $1.3M
Deutsche Bank AG 0.00% Add +1.4% 12,074 $1.3M
Renaissance Technologies 0.00% Reduce -59.7% 12,040 $1.3M
Alliancebernstein L.P. 0.00% No change 13,474 $1.2M
Unison Advisors LLC 0.08% Add +0.8% 10,831 $1.2M
Vanguard Global Advisers, LLC 0.00% No change 10,680 $1.1M
Royal Bank of Canada 0.00% Add +12.7% 10,048 $1.1M
Tudor Investment Corporation 0.00% Reduce -82.0% 10,018 $1.1M
Wells Fargo & Company 0.00% Add +105.1% 9,976 $1.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +15.3% 9,813 $1.0M
CANADA LIFE ASSURANCE Co 0.00% Reduce -10.2% 9,824 $1.0M
Wedge Capital Management L L P 0.02% Reduce -3.7% 9,586 $1.0M
Rafferty Asset Management, LLC 0.00% Reduce -8.9% 9,259 $984K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +16.1% 9,203 $978K
Barclays PLC 0.00% Reduce -11.3% 8,890 $945K
Intrust Bank NA 0.06% Reduce -5.0% 8,250 $877K
Corient Private Wealth LP 0.00% New 8,229 $874K
VANGUARD ASSET MANAGEMENT, Ltd 0.00% No change 8,097 $860K
SummerHaven Investment Management, LLC 0.46% No change 8,016 $852K
Credit Agricole S A 0.00% No change 7,640 $812K
Globeflex Capital L P 0.10% Reduce -9.3% 7,510 $798K
Brevan Howard Capital Management LP 0.01% Add +120.4% 7,369 $783K
Thrivent Financial for Lutherans 0.00% Reduce -4.3% 7,232 $768K
Allspring Global Investments Holdings, LLC 0.00% Add +3.1% 6,804 $723K
MetLife Investment Management, LLC 0.00% Add +1.8% 6,706 $713K
KLP Kapitalforvaltning As 0.00% No change 6,700 $712K
Jupiter Topco LLC 0.00% — 6,398 $679K
SG Americas Securities, LLC 0.00% Add +46.4% 6,247 $664K
Fifth Third Bancorp 0.00% Reduce -6.4% 6,069 $645K
State of Tennessee, Department of Treasury 0.00% Add +98.5% 5,996 $637K
O'shaughnessy Asset Management, LLC 0.00% Reduce -19.1% 5,893 $626K
Dark Forest Capital Management LP 0.04% New 5,809 $617K
Canada Pension Plan Investment Board 0.00% No change 5,800 $616K
Illinois Municipal Retirement Fund 0.01% Add +0.0% 5,777 $614K
Alps Advisors Inc. 0.00% Add +1.4% 5,642 $600K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -4.0% 5,264 $559K
Balyasny Asset Management L.P. 0.00% New 5,226 $555K
Bokf, NA 0.01% Add +0.1% 5,099 $542K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -25.9% 5,070 $539K
VARCOV Co. 0.20% New 4,930 $524K
Louisiana State Employees Retirement System 0.01% Reduce -4.0% 4,800 $510K
NewEdge Advisors, LLC 0.00% Reduce -0.9% 4,728 $502K
Pathstone Holdings, LLC 0.00% Reduce -1.6% 4,619 $491K
Engineers Gate Manager LP 0.01% New 4,490 $477K
Jain Global LLC 0.01% New 4,404 $468K
Quadrature Capital Ltd 0.00% Reduce -10.0% 4,379 $465K
State of Alaska, Department of Revenue 0.00% Reduce -32.1% 4,253 $451K
Allworth Financial LP 0.00% Add +4.1% 4,200 $446K
Wealth Enhancement Advisory Services, LLC 0.00% Add +68.0% 4,071 $430K
Voloridge Investment Management, LLC 0.00% Reduce -50.3% 4,002 $425K
Point72 Asset Management 0.00% Add +5.1% 3,690 $392K
Jump Financial, LLC 0.00% Reduce -11.9% 3,646 $387K
Mercer Global Advisors Inc. 0.00% New 3,617 $384K
Atom Investors LP 0.03% New 3,597 $382K
Elevation Point Wealth Partners, LLC 0.01% Add +3.7% 3,565 $379K
Steward Partners Investment Advisory, LLC 0.00% New 3,510 $373K
Police & Firemen's Retirement System of New Jersey 0.00% Add +14.1% 3,489 $371K
Aquatic Capital Management LLC 0.01% New 3,152 $335K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +9.2% 3,112 $331K
Arizona State Retirement System 0.00% Reduce -2.8% 3,095 $329K
Neuberger Berman Group LLC 0.00% Add +19.2% 3,061 $325K
Sterling Capital Management LLC 0.01% Reduce -4.9% 3,042 $323K
Sequoia Financial Advisors, LLC 0.00% Reduce -5.7% 3,004 $319K
Amalgamated Bank 0.00% Reduce -9.2% 2,969 $315K
Vanguard Investments Australia, Ltd. 0.00% No change 2,960 $315K
Yousif Capital Management, LLC 0.00% Reduce -3.3% 2,932 $312K
Teachers Retirement System of the State of Kentucky 0.00% No change 2,925 $310K
Two Sigma Securities, LLC 0.03% Reduce -29.5% 2,899 $308K
Manufacturers Life Insurance Company, The 0.00% Reduce -7.4% 2,874 $305K
Mariner, LLC 0.00% New 2,869 $305K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 2,714 $288K
Guggenheim Capital LLC 0.00% New 2,639 $280K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -6.8% 2,612 $278K
Oregon Public Employees Retirement Fund 0.00% Reduce -3.8% 2,522 $268K
Voya Investment Management LLC 0.00% New 2,391 $254K
Storgate, LLC 0.05% New 2,370 $252K
HighTower Advisors, LLC 0.00% New 2,231 $237K
Intech Investment Management LLC 0.00% Reduce -25.0% 2,228 $237K
EP Wealth Advisors, LLC 0.00% New 2,225 $236K
Abel Hall, LLC 0.04% New 2,209 $235K
Vident Advisory, LLC 0.00% New 2,185 $232K
Victory Capital Management Inc. 0.00% New 2,042 $217K
&partners 0.00% New 2,039 $217K
Cerity Partners LLC 0.00% New 2,036 $216K
Pictet Asset Management Holding SA 0.00% New 2,000 $213K
Robeco Institutional Asset Management B.V. 0.00% New 1,995 $212K
Empowered Funds, LLC 0.00% Reduce -30.0% 1,985 $211K
Great Lakes Advisors, LLC 0.00% New 1,890 $201K
Rexford Capital Inc. 0.10% No change 1,459 $155K
Los Angeles Capital Management LLC 0.00% Reduce -19.9% 1,326 $141K
Ensign Peak Advisors, Inc 0.00% No change 1,293 $137K
New York State Teachers Retirement System 0.00% Add +6.2% 1,288 $137K
Pinnacle Wealth Planning Services, Inc. 0.01% No change 1,233 $131K
PNC Financial Services Group, Inc. 0.00% Add +0.5% 1,206 $128K
Parkside Financial Bank & Trust 0.01% Reduce -2.3% 981 $104K
Ameritas Investment Partners, Inc. 0.00% No change 976 $104K
Nykredit A/S 0.00% — 964 $102K
Copeland Capital Management, LLC 0.00% Reduce -2.9% 869 $92K
Osaic Holdings, Inc. 0.00% Add +10.1% 630 $67K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -2.8% 584 $62K
GAMMA Investing LLC 0.00% Add +8.0% 581 $62K
Tower Research Capital LLC (TRC) 0.00% Reduce -36.0% 490 $52K
Arax Advisory Partners 0.00% New 418 $44K
Lanark Financial, Inc. 0.00% Add +13.9% 312 $33K
First Horizon Corp. 0.00% New 278 $30K
UMB Bank, n.a. 0.00% Add +9.7% 238 $25K
Public Employees Retirement System of Ohio 0.00% Add +8.9% 232 $25K
Huntington National Bank 0.00% Add +15.1% 213 $23K
Rockefeller Capital Management L.P. 0.00% No change 211 $22K
IFP Advisors, Inc 0.00% Add +69.3% 193 $21K
Versant Capital Management, Inc 0.00% No change 181 $19K
EverSource Wealth Advisors, LLC 0.00% Reduce -46.3% 179 $19K
Harbor Capital Advisors, Inc. 0.00% No change 175 $19K
Bessemer Group Inc. 0.00% No change 169 $18K
Hantz Financial Services, Inc. 0.00% Add +8.9% 135 $14K
Elevation Wealth Partners, LLC 0.00% Add +0.8% 127 $14K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 98 $10K
Smartleaf Asset Management LLC 0.00% No change 98 $10K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -25.8% 95 $10K
Assetmark, Inc. 0.00% No change 85 $9K
Nisa Investment Advisors, LLC 0.00% Add +35.0% 81 $9K
Optiver Holding B.V. 0.00% New 64 $7K
Rothschild Investment LLC 0.00% Add +162.5% 63 $7K
Clearstead Advisors, LLC 0.00% New 57 $6K
SJS Investment Consulting Inc. 0.00% New 50 $5K
Essential Partners LLC 0.00% Add +600.0% 42 $4K
International Assets Investment Management, LLC 0.00% No change 40 $4K
Salomon & Ludwin, LLC 0.00% No change 39 $4K
Valued Wealth Advisors LLC 0.00% Add +28.6% 36 $4K
Quarry LP 0.00% New 31 $3K
Fortitude Family Office, LLC 0.00% No change 30 $3K
Mather Group, Llc. 0.00% No change 30 $3K
US Bancorp \de 0.00% No change 28 $3K
Farther Finance Advisors, LLC 0.00% Add +38.9% 25 $3K
True Wealth Design, LLC 0.00% Add +111.1% 19 $2K
Horizon Investments, LLC 0.00% Reduce -50.0% 17 $2K
Jones Financial Companies LLLP 0.00% Add +240.0% 17 $2K
Glen Eagle Advisors, LLC 0.00% No change 15 $2K
Institute for Wealth Management, LLC. 0.00% New 14 $2K
Kilter Group LLC 0.00% No change 14 $1K
Bruce G. Allen Investments, LLC 0.00% No change 13 $1K
Keating Financial Advisory Services, Inc. 0.00% No change 10 $1K
Covestor Ltd 0.00% Add +40.0% 7 $1K
Wealth Enhancement Trust Services, Inc. 0.00% New 8 $850
Farmers & Merchants Investments Inc. 0.00% No change 7 $744
Larson Financial Group LLC 0.00% No change 7 $744
Ankerstar Wealth, LLC 0.00% No change 6 $638
Cedar Mountain Advisors, LLC 0.00% No change 6 $638
Silver Grove Financial Group, Inc. 0.00% New 4 $425
Plante Moran Financial Advisors, LLC 0.00% New 3 $319
TFC Financial Management, Inc. 0.00% No change 1 $107
Davis Capital Management 0.00% New 1 $106
SBI Securities Co., Ltd. 0.00% No change 1 $106
Hughes Financial Services, LLC 0.00% New 1 $106
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.