PFBC
Preferred Bank
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Largest filed tie
0
filed ties
Fund move
Fund move
No thesis.
—
Preferred Bank
106.28
No implied move.
No implied move.
Expected move
No implied move.
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | BlackRockBlackRockindex-like | $123.2M | 11.17% | −3.79% | |
| 2 | T. Rowe Price Investment ManagementT. Rowe Price | $114.4M | 10.37% | −0.48% | |
| 3 | State StreetState Streetindex-like | $68.7M | 6.22% | +9.79% | |
| 4 | Dimensional Fund AdvisorsDimensional | $60.9M | 5.52% | −1.01% | |
| 5 | Vanguard Capital ManagementVanguardindex-like | $50.5M | 4.58% | −5.31% | |
| 6 | American Century CompaniesAmerican Century Companies | $47.5M | 4.31% | +11.69% | |
| 7 | Charles Schwab Investment ManagementCharles Schwabindex-like | $46.7M | 4.23% | +5.49% | |
| 8 | Boston PartnersBoston Partners | $43.8M | 3.97% | +4.07% | |
| 9 | Geode Capital ManagementGeodeindex-like | $42.4M | 3.85% | +6.12% | |
| 10 | NuveenNuveenindex-like | $35.3M | 3.20% | −0.36% | |
| 11 | Two Sigma InvestmentsTwo Sigma | $33.5M | 3.04% | +70.67% | |
| 12 | Vanguard Portfolio ManagementVanguard Portfolioindex-like | $27.5M | 2.49% | +3.30% | |
| 13 | Morgan StanleyMorgan Stanley | $23.9M | 2.16% | +5.82% | |
| 14 | Goldman Sachs GroupGoldman Sachs | $18.6M | 1.69% | +7.04% | |
| 15 | Kennedy Capital ManagementKennedy | $17.8M | 1.61% | −24.13% | |
| 16 | Hsbc HoldingsHsbc | $16.3M | 1.48% | −10.11% | |
| 17 | Northern TrustNorthern Trustindex-like | $15.9M | 1.44% | +1.46% | |
| 18 | Hotchkis & Wiley Capital ManagementHotchkis & Wiley | $15.0M | 1.36% | +0.08% | |
| 19 | Stieven Capital AdvisorsStieven Capital | $12.5M | 1.14% | −3.83% | |
| 20 | Bank of New York MellonBank of New York Mellonindex-like | $12.4M | 1.12% | −3.21% | |
| 21 | InvescoInvesco | $12.0M | 1.09% | new | |
| 22 | Dana Investment AdvisorsDana Investment | $11.2M | 1.02% | +33.13% | |
| 23 | Qube Research & TechnologiesQube Research & Technologies | $10.3M | 0.93% | −4.34% | |
| 24 | Phocas FinancialPhocas Financial | $10.3M | 0.93% | −5.02% | |
| 25 | AQR Capital ManagementAQR | $8.8M | 0.80% | +135.54% |
229 managers report $1.1B of Preferred Bank on form 13F for the quarter ended Jun 30 '26. 26 of them hold 80% of it; BlackRock is largest at 11.17%.