PFBC NASDAQ
Preferred Bank
1W: +3.8%
1M: +1.2%
3M: +2.7%
YTD: -0.5%
1Y: +13.2%
3Y: +131.8%
5Y: +59.0%
$94.77
+0.07 (+0.07%)
Weekly Expected Move ±2.7%
$86
$88
$90
$93
$95
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Institutional Ownership — PFBC
239
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
$694M
Total Invested
22
New Positions
61
Increased
130
Reduced
61
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (272 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1,204,923 | $$114M | -1,477 | -0.1% | 7Q | SEC ↗ |
| 2 | T. Rowe Price Investment Management, I | 1,082,201 | $$103M | -362,915 | -25.1% | 13Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 1,003,838 | $$95M | — | +0.0% | 1Q | SEC ↗ |
| 4 | VANGUARD GROUP INC | 837,897 | $$79M | -31,734 | -3.6% | 12Q | SEC ↗ |
| 5 | STATE STREET CORP | 588,589 | $$56M | +47,371 | +8.8% | 13Q | SEC ↗ |
| 6 | DIMENSIONAL FUND ADVISORS LP | 579,154 | $$55M | -7,195 | -1.2% | 13Q | SEC ↗ |
| 7 | Boston Partners | 492,907 | $$47M | -35,619 | -6.7% | 12Q | SEC ↗ |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 416,788 | $$39M | -78,039 | -15.8% | 13Q | SEC ↗ |
| 9 | AMERICAN CENTURY COMPANIES INC | 400,320 | $$38M | +34,000 | +9.3% | 13Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 376,150 | $$36M | +14,828 | +4.1% | 13Q | SEC ↗ |
| 11 | Nuveen, LLC | 333,462 | $$32M | -22,603 | -6.3% | 5Q | SEC ↗ |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 250,185 | $$24M | — | +0.0% | 1Q | SEC ↗ |
| 13 | KENNEDY CAPITAL MANAGEMENT LLC | 220,404 | $$21M | +20,985 | +10.5% | 9Q | SEC ↗ |
| 14 | MORGAN STANLEY | 211,840 | $$20M | -28,064 | -11.7% | 12Q | SEC ↗ |
| 15 | HSBC HOLDINGS PLC | 171,757 | $$16M | -117,419 | -40.6% | 13Q | SEC ↗ |
| 16 | GOLDMAN SACHS GROUP INC | 163,449 | $$15M | -249,795 | -60.4% | 13Q | SEC ↗ |
| 17 | NORTHERN TRUST CORP | 147,846 | $$14M | +3,762 | +2.6% | 13Q | SEC ↗ |
| 18 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 141,315 | $$13M | +2,380 | +1.7% | 13Q | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 120,102 | $$11M | -4,116 | -3.3% | 13Q | SEC ↗ |
| 20 | Stieven Capital Advisors, L.P. | 117,921 | $$11M | -300 | -0.3% | 12Q | SEC ↗ |
| 21 | Invesco Ltd. | 109,513 | $$10M | +7,581 | +7.4% | 13Q | SEC ↗ |
| 22 | TWO SIGMA INVESTMENTS, LP | 106,494 | $$10M | +1,211 | +1.2% | 12Q | SEC ↗ |
| 23 | Phocas Financial Corp. | 101,657 | $$10M | -158,099 | -60.9% | 13Q | SEC ↗ |
| 24 | Qube Research & Technologies Ltd | 101,048 | $$10M | -25,219 | -20.0% | 10Q | SEC ↗ |
| 25 | UBS Group AG | 81,771 | $$8M | +23,471 | +40.3% | 13Q | SEC ↗ |
| 26 | Dana Investment Advisors, Inc. | 79,421 | $$8M | -1,252 | -1.6% | 13Q | SEC ↗ |
| 27 | PRINCIPAL FINANCIAL GROUP INC | 77,406 | $$7M | +7,434 | +10.6% | 13Q | SEC ↗ |
| 28 | MILLENNIUM MANAGEMENT LLC | 75,972 | $$7M | -63,401 | -45.5% | 12Q | SEC ↗ |
| 29 | VANGUARD FIDUCIARY TRUST CO NEW | 73,594 | $$7M | — | +0.0% | 1Q | SEC ↗ |
| 30 | FMR LLC | 73,158 | $$7M | +21,135 | +40.6% | 13Q | SEC ↗ |
| 31 | ProShare Advisors LLC | 71,687 | $$7M | +6,487 | +9.9% | 7Q | SEC ↗ |
| 32 | CITADEL ADVISORS LLC | 67,422 | $$6M | +45,750 | +211.1% | 12Q | SEC ↗ |
| 33 | MALTESE CAPITAL MANAGEMENT LLC | 64,788 | $$6M | -7,712 | -10.6% | 12Q | SEC ↗ |
| 34 | TWO SIGMA ADVISERS, LP | 62,800 | $$6M | -2,300 | -3.5% | 12Q | SEC ↗ |
| 35 | Public Sector Pension Investment Board | 61,047 | $$6M | +5,290 | +9.5% | 13Q | SEC ↗ |
| 36 | De Lisle Partners LLP | 56,179 | $$5M | +1,500 | +2.7% | 9Q | SEC ↗ |
| 37 | FIRST TRUST ADVISORS LP | 56,129 | $$5M | +4,991 | +9.8% | 13Q | SEC ↗ |
| 38 | FRANKLIN RESOURCES INC | 53,390 | $$5M | +22,447 | +72.5% | 12Q | SEC ↗ |
| 39 | KESTREL INVESTMENT MANAGEMENT CORP | 39,750 | $$4M | -300 | -0.7% | 9Q | SEC ↗ |
| 40 | PRICE T ROWE ASSOCIATES INC /MD | 39,306 | $$4M | -814 | -2.0% | 13Q | SEC ↗ |
| 41 | FEDERATED HERMES, INC. | 36,803 | $$3M | +6,859 | +22.9% | 12Q | SEC ↗ |
| 42 | BANK OF AMERICA CORP /DE | 36,147 | $$3M | +6,759 | +23.0% | 13Q | SEC ↗ |
| 43 | AQR CAPITAL MANAGEMENT LLC | 35,263 | $$3M | +8,129 | +30.0% | 13Q | SEC ↗ |
| 44 | AMERIPRISE FINANCIAL INC | 33,862 | $$3M | -4,825 | -12.5% | 13Q | SEC ↗ |
| 45 | RHUMBLINE ADVISERS | 33,740 | $$3M | -379 | -1.1% | 13Q | SEC ↗ |
| 46 | MARSHALL WACE, LLP | 33,569 | $$3M | +30,869 | +1143.3% | 2Q | SEC ↗ |
| 47 | Brandywine Global Investment Managemen | 31,073 | $$3M | -1,200 | -3.7% | 12Q | SEC ↗ |
| 48 | PRUDENTIAL FINANCIAL INC | 30,688 | $$3M | +6,980 | +29.4% | 13Q | SEC ↗ |
| 49 | RENAISSANCE TECHNOLOGIES LLC | 29,855 | $$3M | -19,900 | -40.0% | 13Q | SEC ↗ |
| 50 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 28,942 | $$3M | -12,659 | -30.4% | 10Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 1,003,838 | $$95M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 250,185 | $$24M |
| VANGUARD FIDUCIARY TRUST CO | 73,594 | $$7M |
| XTX Topco Ltd | 20,102 | $$2M |
| EXCHANGE TRADED CONCEPTS, LLC | 15,601 | $$1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 11,261 | $$1M |
| Vanguard Global Advisers, LLC | 10,680 | $$1M |
| STATE OF WISCONSIN INVESTMENT BOARD | 8,236 | $$781K |
| VANGUARD ASSET MANAGEMENT, Ltd | 8,097 | $$767K |
| CANADA PENSION PLAN INVESTMENT BOAR | 5,800 | $$550K |
| GUGGENHEIM CAPITAL LLC | 4,623 | $$438K |
| TWO SIGMA SECURITIES, LLC | 3,771 | $$357K |
| ELEVATION POINT WEALTH PARTNERS, LL | 3,437 | $$326K |
| Vanguard Investments Australia, Ltd | 2,960 | $$281K |
| Empowered Funds, LLC | 2,837 | $$269K |
| ExodusPoint Capital Management, LP | 2,804 | $$266K |
| NEUBERGER BERMAN GROUP LLC | 2,568 | $$243K |
| Pinnacle Wealth Planning Services, | 624 | $$59K |
| Caitong International Asset Managem | 422 | $$40K |
| Point72 Asia (Singapore) Pte. Ltd. | 125 | $$12K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Azora Capital LP | 32,882 | $$3M |
| SEGALL BRYANT & HAMILL, LLC | 23,290 | $$2M |
| Jackson Creek Investment Advisors L | 18,574 | $$2M |
| Virtu Financial LLC | 12,345 | $$1M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | 10,675 | $$1M |
| Dynamic Technology Lab Private Ltd | 10,212 | $$968K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 8,745 | $$829K |
| TEXAS PERMANENT SCHOOL FUND CORP | 7,374 | $$699K |
| MQS Management LLC | 5,575 | $$528K |
| NewEdge Advisors, LLC | 5,562 | $$527K |
| BALYASNY ASSET MANAGEMENT L.P. | 5,086 | $$482K |
| Versor Investments LP | 4,904 | $$465K |
| MACQUARIE GROUP LTD | 4,700 | $$445K |
| Aquatic Capital Management LLC | 4,447 | $$421K |
| Brevan Howard Capital Management LP | 4,153 | $$394K |
| RAYMOND JAMES FINANCIAL INC | 3,902 | $$370K |
| Engineers Gate Manager LP | 3,880 | $$368K |
| Weiss Asset Management LP | 3,879 | $$368K |
| DARK FOREST CAPITAL MANAGEMENT LP | 3,811 | $$361K |
| Centiva Capital, LP | 3,688 | $$350K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| STATE STREET CORP | +47,371 | +8.8% | 588,589 |
| CITADEL ADVISORS LLC | +45,750 | +211.1% | 67,422 |
| AMERICAN CENTURY COMPANIES INC | +34,000 | +9.3% | 400,320 |
| MARSHALL WACE, LLP | +30,869 | +1143.3% | 33,569 |
| UBS Group AG | +23,471 | +40.3% | 81,771 |
| FRANKLIN RESOURCES INC | +22,447 | +72.5% | 53,390 |
| Universal- Beteiligungs- und Servic | +21,269 | +675.6% | 24,417 |
| FMR LLC | +21,135 | +40.6% | 73,158 |
| KENNEDY CAPITAL MANAGEMENT LLC | +20,985 | +10.5% | 220,404 |
| GEODE CAPITAL MANAGEMENT, LLC | +14,828 | +4.1% | 376,150 |
| Quantbot Technologies LP | +14,144 | +272.5% | 19,335 |
| Angel Oak Capital Advisors, LLC | +10,500 | +210.0% | 15,500 |
| Y-Intercept (Hong Kong) Ltd | +9,546 | +86.8% | 20,539 |
| AlphaQuest LLC | +8,477 | +63.8% | 21,767 |
| AQR CAPITAL MANAGEMENT LLC | +8,129 | +30.0% | 35,263 |
| Invesco Ltd. | +7,581 | +7.4% | 109,513 |
| PRINCIPAL FINANCIAL GROUP INC | +7,434 | +10.6% | 77,406 |
| PRUDENTIAL FINANCIAL INC | +6,980 | +29.4% | 30,688 |
| SEI INVESTMENTS CO | +6,919 | +46.0% | 21,975 |
| FEDERATED HERMES, INC. | +6,859 | +22.9% | 36,803 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| T. Rowe Price Investment Management | -362,915 | -25.1% | 1,082,201 |
| GOLDMAN SACHS GROUP INC | -249,795 | -60.4% | 163,449 |
| Phocas Financial Corp. | -158,099 | -60.9% | 101,657 |
| HSBC HOLDINGS PLC | -117,419 | -40.6% | 171,757 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -78,039 | -15.8% | 416,788 |
| MILLENNIUM MANAGEMENT LLC | -63,401 | -45.5% | 75,972 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -52,140 | -99.8% | 128 |
| DENALI ADVISORS LLC | -41,784 | -82.6% | 8,816 |
| Boston Partners | -35,619 | -6.7% | 492,907 |
| VANGUARD GROUP INC | -31,734 | -3.6% | 837,897 |
| TUDOR INVESTMENT CORP ET AL | -29,997 | -53.7% | 25,845 |
| MORGAN STANLEY | -28,064 | -11.7% | 211,840 |
| Qube Research & Technologies Ltd | -25,219 | -20.0% | 101,048 |
| ROYAL BANK OF CANADA | -24,621 | -73.4% | 8,918 |
| Nuveen, LLC | -22,603 | -6.3% | 333,462 |
| Numerai GP LLC | -21,118 | -90.3% | 2,278 |
| RENAISSANCE TECHNOLOGIES LLC | -19,900 | -40.0% | 29,855 |
| Trexquant Investment LP | -19,386 | -50.0% | 19,364 |
| JPMORGAN CHASE & CO | -17,100 | -37.6% | 28,428 |
| Point72 Asset Management, L.P. | -14,076 | -80.0% | 3,512 |