PFBC icon

Preferred Bank

214 hedge funds and large institutions have $971M invested in Preferred Bank in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 91 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$256K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.81M
2 +$4.26M
3 +$3.09M
4
Goldman Sachs
Goldman Sachs
New York
+$3.09M
5
TI
Trexquant Investment
Connecticut
+$3.08M

Top Sellers

1 -$8.71M
2 -$5.91M
3 -$3.32M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$2.96M
5
Morgan Stanley
Morgan Stanley
New York
-$2.62M
Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
151
Los Angeles Capital Management
California
$213K
MFS
152
Mirabella Financial Services
United Kingdom
$212K
VOYA Investment Management
153
VOYA Investment Management
Georgia
$210K
IFU
154
iSAM Funds (UK)
United Kingdom
$206K
TRCT
155
Tower Research Capital (TRC)
New York
$197K
RC
156
Rexford Capital
Texas
$140K
AAM
157
Advisors Asset Management
Colorado
$133K
Ensign Peak Advisors
158
Ensign Peak Advisors
Utah
$122K
PFBT
159
Parkside Financial Bank & Trust
Missouri
$112K
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$108K
CA
161
Clearstead Advisors
Ohio
$101K
AIP
162
Ameritas Investment Partners
Nebraska
$92.2K
KAS
163
Kemnay Advisory Services
New York
$90.7K
CCM
164
Copeland Capital Management
Pennsylvania
$79K
MPWT
165
MassMutual Private Wealth & Trust
Connecticut
$76.8K
Osaic Holdings
166
Osaic Holdings
Arizona
$63K
PWPS
167
Pinnacle Wealth Planning Services
Ohio
$58.9K
GI
168
GAMMA Investing
California
$51.6K
SAM
169
Smartleaf Asset Management
Massachusetts
$46.8K
EWA
170
EverSource Wealth Advisors
Alabama
$28.2K
NS
171
NBC Securities
Alabama
$25.9K
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$19.2K
VCM
173
Versant Capital Management
Arizona
$18.7K
Ohio Public Employees Retirement System (OPERS)
174
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.7K
HNB
175
Huntington National Bank
Ohio
$17.5K