PREFERRED BK LOS ANGELES CA PFBC
COM NEW · Common Stock · CUSIP 740367404
Chinese-America Bank Located in South California
- HeadquartersLos Angeles, CA
- Founded1991
- Websitepreferredbank.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($907.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $106.23. Options: 2 managers hold calls ($722.6k notional), 0 hold puts (—).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 157 |
| Q4 2022 | 177 |
| Q1 2023 | 175 |
| Q2 2023 | 170 |
| Q3 2023 | 187 |
| Q4 2023 | 196 |
| Q1 2024 | 196 |
| Q2 2024 | 210 |
| Q3 2024 | 217 |
| Q4 2024 | 221 |
| Q1 2025 | 222 |
| Q2 2025 | 211 |
| Q3 2025 | 213 |
| Q4 2025 | 219 |
| Q1 2026 | 207 |
| Q2 2026 | 229 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 99 | 99 |
| Q4 2024 | 90 | 99 |
| Q1 2025 | 93 | 102 |
| Q2 2025 | 95 | 115 |
| Q3 2025 | 96 | 111 |
| Q4 2025 | 88 | 110 |
| Q1 2026 | 92 | 111 |
| Q2 2026 | 115 | 87 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $0 | $90.0k | — |
| Q4 2025 | $0 | $0 | — |
| Q1 2026 | $217.7k | $0 | 0.00 |
| Q2 2026 | $722.6k | $0 | 0.00 |
Biggest buyers
| TWO SIGMA INVESTMENTS, LP | Added | +130.5k |
| STATE STREET CORP | Added | +57.6k |
| CSM Advisors, LLC | New | +55.5k |
| AQR CAPITAL MANAGEMENT LLC | Added | +47.8k |
| AMERICAN CENTURY COMPANIES INC | Added | +46.8k |
| Dana Investment Advisors, Inc. | Added | +26.3k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +23.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +22.9k |
| D. E. Shaw & Co., Inc. | Added | +19.9k |
| Boston Partners | Added | +16.1k |
Biggest sellers
| KENNEDY CAPITAL MANAGEMENT LLC | Reduced | -53.2k |
| TUDOR INVESTMENT CORP ET AL | Reduced | -45.8k |
| BlackRock, Inc. | Reduced | -45.7k |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | -26.6k |
| CITADEL ADVISORS LLC | Reduced | -22.0k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -17.8k |
| FIRST TRUST ADVISORS LP | Reduced | -17.7k |
| HSBC HOLDINGS PLC | Reduced | -17.4k |
| HRT FINANCIAL LP | Reduced | -13.7k |
| JANE STREET GROUP, LLC | Sold out | -13.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $499.4k4.7k shares |
| JANE STREET GROUP, LLC | New | $223.1k2.1k shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| STATE STREET CORP 13G · institution new · filed 2026-08-07 | 5.5% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-30)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 1.2m $123.2m | Reduced -45.7k |
| T. Rowe Price Investment Management, Inc. 0.08% of their portfolio | 1.1m $114.4m | Reduced -5.1k |
| STATE STREET CORP 0.00% of their portfolio | 646.2k $68.7m | Added +57.6k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 573.3k $60.9m | Reduced -5.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 475.3k $50.5m | Reduced -26.6k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 447.1k $47.5m | Added +46.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 439.7k $46.7m | Added +22.9k |
| Boston Partners 0.04% of their portfolio | 412.1k $43.8m | Added +16.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 399.2k $42.4m | Added +23.0k |
| Nuveen, LLC 0.01% of their portfolio | 332.3k $35.3m | Reduced -1.2k |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 315.3k $33.5m | Added +130.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 258.4k $27.5m | Added +8.3k |
| MORGAN STANLEY 0.00% of their portfolio | 224.6k $23.9m | Added +12.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 175.0k $18.6m | Added +11.5k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.31% of their portfolio | 167.2k $17.8m | Reduced -53.2k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 154.4k $16.3m | Reduced -17.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 150.0k $15.9m | Added +2.2k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 141.4k $15.0m | Added +120 |
| Stieven Capital Advisors, L.P. 2.39% of their portfolio | 117.9k $12.5m | Reduced -4.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 116.2k $12.4m | Reduced -3.9k |
| Invesco Ltd. 0.00% of their portfolio | 112.7k $12.0m | Added +3.2k |
| Dana Investment Advisors, Inc. 0.29% of their portfolio | 105.7k $11.2m | Added +26.3k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 96.7k $10.3m | Reduced -4.4k |
| Phocas Financial Corp. 1.42% of their portfolio | 96.6k $10.3m | Reduced -5.1k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 83.1k $8.8m | Added +47.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 77.5k $8.2m | Added +65 |
| MALTESE CAPITAL MANAGEMENT LLC 1.49% of their portfolio | 76.7k $8.2m | Reduced -6.6k |
| FMR LLC 0.00% of their portfolio | 73.4k $7.8m | Added +222 |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 72.4k $7.7m | Reduced -1.2k |
| UBS Group AG 0.00% of their portfolio | 70.2k $7.5m | Reduced -11.6k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 67.7k $7.2m | Added +1.7k |
| ProShare Advisors LLC 0.01% of their portfolio | 67.6k $7.2m | Reduced -4.0k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 64.8k $6.9m | Reduced -22.0k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 62.8k $6.7m | Added +1.8k |
| De Lisle Partners LLP 0.65% of their portfolio | 56.2k $6.0m | Unchanged |
| CSM Advisors, LLC 0.13% of their portfolio | 55.5k $5.9m | New |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 51.1k $5.4m | Reduced -2.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 42.1k $4.5m | Added +13.6k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 41.0k $4.4m | Added +19.9k |
| KESTREL INVESTMENT MANAGEMENT CORP 2.30% of their portfolio | 39.8k $4.2m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 39.3k $4.2m | Reduced -41 |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 38.4k $4.1m | Reduced -17.7k |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 38.3k $4.1m | Added +350 |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 35.1k $3.7m | Added +4.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 32.9k $3.5m | Reduced -930 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 29.7k $3.2m | Reduced -4.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 28.0k $3.0m | Reduced -8.2k |
| Legal & General Group Plc 0.00% of their portfolio | 25.7k $2.7m | Reduced -476 |
| ROYCE & ASSOCIATES LP 0.02% of their portfolio | 25.2k $2.7m | Added +166 |
| Swiss National Bank 0.00% of their portfolio | 22.6k $2.4m | Reduced -600 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 22.6k $2.4m | Reduced -1.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 20.8k $2.2m | Added +2.0k |
| XTX Topco Ltd 0.03% of their portfolio | 20.7k $2.2m | Added +634 |
| Fisher Asset Management, LLC 0.00% of their portfolio | 18.6k $2.0m | Added +31 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 18.2k $1.9m | Added +4.3k |
| Trexquant Investment LP 0.01% of their portfolio | 17.5k $1.9m | Reduced -1.9k |
| Quantbot Technologies LP 0.07% of their portfolio | 17.4k $1.8m | Reduced -1.9k |
| EXCHANGE TRADED CONCEPTS, LLC 0.01% of their portfolio | 16.1k $1.7m | Added +507 |
| Angel Oak Capital Advisors, LLC 2.08% of their portfolio | 15.5k $1.6m | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 15.4k $1.6m | Added +8.4k |
| Y-Intercept (Hong Kong) Ltd 0.03% of their portfolio | 15.3k $1.6m | Reduced -5.2k |
| CITIGROUP INC 0.00% of their portfolio | 15.3k $1.6m | Added +3.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 15.1k $1.6m | Added +493 |
| GSA CAPITAL PARTNERS LLP 0.10% of their portfolio | 14.9k $1.6m | Added +12.3k |
| Quantinno Capital Management LP 0.00% of their portfolio | 14.5k $1.5m | Added +9.3k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 14.4k $1.5m | Reduced -7.5k |
| Hennion & Walsh Asset Management, Inc. 0.04% of their portfolio | 14.3k $1.5m | Reduced -27 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.03% of their portfolio | 14.2k $1.5m | New |
| WINTON GROUP Ltd 0.05% of their portfolio | 14.2k $1.5m | Reduced -22 |
| LSV ASSET MANAGEMENT 0.00% of their portfolio | 14.0k $1.5m | Added +4.2k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 13.7k $1.5m | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 13.5k $1.2m | Unchanged |
| HRT FINANCIAL LP 0.00% of their portfolio | 13.0k $1.4m | Reduced -13.7k |
| Squarepoint Ops LLC 0.00% of their portfolio | 12.9k $1.4m | Reduced -530 |
| NewEdge Wealth, LLC 0.01% of their portfolio | 12.6k $1.3m | Added +2.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 12.3k $1.3m | Added +1.8k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 12.1k $1.3m | Added +161 |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 12.0k $1.3m | Reduced -17.8k |
| Unison Advisors LLC 0.08% of their portfolio | 10.8k $1.2m | Added +88 |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 10.7k $1.1m | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 10.0k $1.1m | Added +1.1k |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 10.0k $1.1m | Reduced -45.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 10.0k $1.1m | Added +5.1k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 9.8k $1.0m | Reduced -1.1k |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% of their portfolio | 9.8k $1.0m | Added +1.3k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.02% of their portfolio | 9.6k $1.0m | Reduced -367 |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 9.3k $983.9k | Reduced -909 |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 9.2k $977.9k | Added +1.3k |
| BARCLAYS PLC 0.00% of their portfolio | 8.9k $944.7k | Reduced -1.1k |
| INTRUST BANK NA 0.06% of their portfolio | 8.2k $876.6k | Reduced -439 |
| Corient Private Wealth LP 0.00% of their portfolio | 8.2k $874.4k | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 8.1k $860.4k | Unchanged |
| SummerHaven Investment Management, LLC 0.46% of their portfolio | 8.0k $851.8k | Unchanged |
| CREDIT AGRICOLE S A 0.00% of their portfolio | 7.6k $811.8k | Unchanged |
| GLOBEFLEX CAPITAL L P 0.10% of their portfolio | 7.5k $798.0k | Reduced -770 |
| Brevan Howard Capital Management LP 0.01% of their portfolio | 7.4k $783.0k | Added +4.0k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 7.2k $768.0k | Reduced -328 |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 6.8k $723.0k | Added +208 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 6.7k $712.6k | Added +116 |
| KLP KAPITALFORVALTNING AS 0.00% of their portfolio | 6.7k $711.9k | Unchanged |