Preferred Bank

PFBC • NASDAQ

Preferred Bank is a banks - regional company in the financial services sector on NASDAQ, with a market cap of $1.2B. As of Q3 2025, 84% of shares are held by 212 institutional investors, with BlackRock, Inc. as the largest holder at 9.78%.

Market Cap$1.2B

Banks - Regional

Financial Services

Employees300.0

Websitepreferredbank.com

Overview

Overview of institutional ownership in PFBC as of Q3 2025 with a market cap of $1.1B

All Institutions

Institutions: 212
Value Held: $941.9M
Shares Held: 10.4M
Avg Position: $4.4M
Median Position: $566.4K

Hedge Funds

Hedge Funds: 27
Value Held: $78.6M
Shares Held: 870.0K
Avg Position: $2.9M
Median Position: $1.2M

Ownership Breakdown

Institutional (non-HF)

77.17%

$863.3M

Hedge Funds

7.03%

$78.6M

Retail & Other

15.8%

$176.8M

Based on market cap of $1.1B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in PFBC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$109.4M 0.00% of portfolio	9.78% 1.2M shares	Q1 2016 Held for 9y 8m	$5.67T
T T. Rowe Price Investment Management, Inc. Insurance Manager	John Edward Robison President	$103.0M 0.06% of portfolio	9.20% 1.1M shares	Q3 2022 Held for 3y 2m	$161.58B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$78.6M 0.00% of portfolio	7.03% 869.6K shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$54.3M 0.01% of portfolio	4.86% 601.0K shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$50.1M 0.00% of portfolio	4.48% 554.8K shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
Robeco Investment Management, Inc. Long Only Manager	Joseph Francis Feeney CEO	$47.7M 0.05% of portfolio	4.27% 528.5K shares	Q1 2021 Held for 4y 8m	$97.8B
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$43.2M 0.01% of portfolio	3.87% 478.5K shares	≤ Q2 2013 Held for 12y 5m+	$620.51B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$32.8M 0.00% of portfolio	2.93% 362.3K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
A AMERICAN CENTURY COMPANIES INC Institution	-	$30.5M 0.02% of portfolio	2.73% 337.8K shares	Q2 2020 Held for 5y 5m	$195.93B
N Nuveen, LLC Institution	-	$30.5M 0.01% of portfolio	2.73% 337.8K shares	Q1 2025 Held for 8 months	$377.89B

Net Capital Flow

Institutional buying and selling activity for PFBC in Q3 2025

Traded: −$28.5M
Buyers: 94
Sellers: 112
Total Bought: +$37.7M
Total Sold: −$66.2M
Avg Position: $4.0M

Biggest Buyers

Institution	Net Bought	Current Position
Q Qube Research & Technologies Ltd Institution	+$5.0M +55.4K shares	$6.7M 74.6K shares
A AMERICAN CENTURY COMPANIES INC Institution	+$4.2M +45.9K shares	$30.5M 337.8K shares
DENALI ADVISORS LLC Long Only Manager	+$3.1M +34.2K shares	$3.1M 34.2K shares
FMR LLC Institution	+$2.3M +25.0K shares	$3.8M 42.0K shares
MORGAN STANLEY RIA/Wealth	+$2.2M +24.1K shares	$21.7M 239.9K shares
GOLDMAN SACHS GROUP INC Institution	+$2.1M +23.6K shares	$15.7M 173.5K shares
Invesco Ltd. ETF Provider	+$1.4M +15.2K shares	$6.6M 73.5K shares
H HRT FINANCIAL LLC Institution	+$1.3M +13.9K shares	$1.7M 19.2K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	+$994.1K +11.0K shares	$2.5M 27.9K shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	+$983.1K +10.9K shares	$983.1K 10.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
UBS Group AG Institution	−$8.6M −94.9K shares	$7.5M 83.3K shares
STATE STREET CORP Institution	−$5.0M −55.5K shares	$50.1M 554.8K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$5.0M −54.9K shares	$2.0M 21.7K shares
Numerai GP LLC Hedge Fund•Quant	−$3.1M −34.5K shares	$2.1M 23.4K shares
R ROYAL BANK OF CANADA Institution	−$2.8M −31.0K shares	$4.8M 53.6K shares
H HSBC HOLDINGS PLC Institution	−$2.7M −30.1K shares	$10.4M 116.3K shares
W Winton Capital Group Ltd Institution	−$2.5M −28.1K shares	$1.3M 14.0K shares
BANK OF AMERICA CORP /DE/ Institution	−$2.1M −22.7K shares	$3.5M 39.1K shares
JPMORGAN CHASE & CO Institution	−$1.7M −18.5K shares	$3.9M 43.5K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$1.6M −17.7K shares	$1.7M 18.4K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited PFBC in Q3 2025

New Positions: 10
New Value: $2.0M
Exited Positions: 20
Exited Value: $5.7M

New Positions

Institution	Position Value
M MQS Management LLC Hedge Fund•Global Macro	$503.9K 5.6K shares
Angel Oak Capital Advisors, LLC Long Only Manager	$452.0K 5.0K shares
Y Y-Intercept Ltd Institution	$370.9K 4.1K shares
P PharVision Advisers, LLC Hedge Fund•Long/Short	$275.1K 3.0K shares
Quantinno Capital Management LP Hedge Fund•Market Neutral	$260.5K 2.9K shares
Johnson Financial Group, Inc. RIA/Wealth	$70.0K 774.0 shares
Sontag Advisory, LLC RIA/Wealth	$11.8K 131.0 shares
S Salomon & Ludwin, LLC Institution	$11.7K 130.0 shares
O Optiver Holding B.V. Institution	$3.6K 40.0 shares
Point72 Europe LLP Digital Asset Manager	$2.1K 23.0 shares

Exited Positions

Institution	Previous Position
SEGALL BRYANT & HAMILL Long Only Manager	$1.2M 13.6K shares
JACOBS LEVY EQUITY MANAGEMENT, INC Hedge Fund•Quant	$756.8K 8.7K shares
X XTX Topco Ltd Institution	$652.3K 7.5K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$638.2K 7.4K shares
M MACQUARIE GROUP LTD Institution	$406.8K 4.7K shares
T TWO SIGMA SECURITIES, LLC Institution	$404.6K 4.7K shares
Centiva Capital, LP Hedge Fund•Multi-Strategy	$319.2K 3.7K shares
Mount Yale Investment Advisors, LLC RIA/Wealth	$295.7K 3.4K shares
M Maryland State Retirement & Pension System Institution	$293.9K 3.4K shares
V Virtu Financial LLC Institution	$265.6K 3.1K shares

Options Activity

Institutions with the largest Call and Put options positions in PFBC as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 1
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts

Most Committed Institutions

Institutions with PFBC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
KESTREL INVESTMENT MANAGEMENT CORP Hedge Fund•Event Driven	David J. Steirman President	2.11% $3.7M	0.33% 41.5K shares	Q1 2024 Held for 1y 8m	$177.4M
S Stieven Capital Advisors, L.P. Hedge Fund•Long/Short	Joseph Albert Stieven Managing Partner	2.01% $10.7M	0.96% 118.2K shares	≤ Q2 2013 Held for 12y 5m+	$530.5M
Phocas Financial Corp. Long Only Manager	William Franz Kim Schaff CEO	1.53% $11.8M	1.05% 130.2K shares	Q2 2017 Held for 8y 5m	$771.4M
SANDLER ONEILL ASSET MANAGEMENT LLC Hedge Fund•Long/Short	Terry Anthony Maltese President	1.01% $6.6M	0.59% 72.5K shares	≤ Q2 2013 Held for 12y 5m+	$646.2M
D De Lisle Partners LLP Institution	-	0.61% $4.9M	0.44% 54.7K shares	Q1 2024 Held for 1y 8m	$815.6M
SummerHaven Investment Management, LLC Long Only Manager	Kurt Jonathon Nelson CEO	0.49% $829.9K	0.07% 9.2K shares	Q3 2022 Held for 3y 2m	$170.9M
Angel Oak Capital Advisors, LLC Long Only Manager	Manmohan Singh CFO	0.35% $452.0K	0.04% 5.0K shares	Q3 2025 Held for 2 months	$127.6M
DENALI ADVISORS LLC Long Only Manager	Robert Guenther Snigaroff CIO	0.35% $3.1M	0.28% 34.2K shares	Q2 2024 Held for 1y 5m	$885.1M
KENNEDY CAPITAL MANAGEMENT, INC. Long Only Manager	Donald M Cobin CEO	0.33% $15.0M	1.34% 166.3K shares	Q1 2024 Held for 1y 8m	$4.5B
Numerai GP LLC Hedge Fund•Quant	Richard Malone Craib CEO	0.30% $2.1M	0.19% 23.4K shares	Q1 2025 Held for 8 months	$707.9M