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Preferred Bank

206 hedge funds and large institutions have $919M invested in Preferred Bank in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 78 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 78

2.17% less ownership

Funds ownership: 79.04%76.86% (-2.2%)

6% less funds holding

Funds holding: 218206 (-12)

7% less capital invested

Capital invested by funds: $985M → $919M (-$65.3M)

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
206
Holders Change
-12
Holders Change %
-5.5%
% of All Funds
2.54%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
77
Reduced
78
Closed
31
Calls
$218K
Puts
Net Calls
+$218K
Net Calls Change
-$38K
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
176
Quadrant Capital Group
Ohio
$4.17K
IAIM
177
International Assets Investment Management
Florida
$3.67K
SL
178
Salomon & Ludwin
Virginia
$3.56K -$5.89K -65 -63%
HI
179
Horizon Investments
North Carolina
$3.06K -$561K -6,197 -99%
FFO
180
Fortitude Family Office
Arizona
$2.72K
MG
181
Mather Group
Illinois
$2.72K +$2.72K +30 New
RFP
182
Root Financial Partners
California
$2.72K +$2.72K +30 New
VWA
183
Valued Wealth Advisors
Utah
$2.54K +$2.54K +28 New
US Bancorp
184
US Bancorp
Minnesota
$2.54K
PA
185
Parallel Advisors
California
$2.48K
SA
186
Scarborough Advisors
Maryland
$2.45K +$2.45K +27 New
RIL
187
Rothschild Investment LLC
Illinois
$2.18K +$362 +4 +20%
FFA
188
Farther Finance Advisors
California
$1.65K +$815 +9 +100%
TPWA
189
Twin Peaks Wealth Advisors
California
$1.54K +$1.54K +17 New
SIS
190
Sound Income Strategies
Florida
$1.49K
GEA
191
Glen Eagle Advisors
New Jersey
$1.35K
KG
192
Kilter Group
New York
$1.27K +$1.27K +14 New
BGAI
193
Bruce G. Allen Investments
Colorado
$1.18K -$272 -3 -19%
KFAS
194
Keating Financial Advisory Services
Kansas
$907 +$815 +9 +900%
TWD
195
True Wealth Design
Ohio
$817
FMII
196
Farmers & Merchants Investments Inc
Nebraska
$635
LFG
197
Larson Financial Group
Missouri
$635 +$272 +3 +75%
MCM
198
MAI Capital Management
Ohio
$545 +$544 +6 New
AW
199
Ankerstar Wealth
Texas
$544 -$181 -2 -25%
EP
200
Essential Partners
California
$544 -$181 -2 -25%