Preferred Bank (PFBC) Ownership

NASDAQ: PFBCTop holders, insider trades and short interest.

PFBC ownership summary

as of October 18, 2026
Institutions
89.7%
of shares outstanding
Insiders
7.92%
of shares outstanding
Shares outstanding
11.9M
Float
10.9M
shares available to trade
Short interest
13.13%
1.3M shares short
Days to cover
7.97
short interest up 9.4% vs prior month
  • Institutions 89.72%
  • Insiders 7.92%
  • Other investors 2.36%

PFBC top institutional holders

20 largest
Preferred Bank top institutional holders
#Holder% of sharesSharesValueChangeReported
1BlackRock Inc9.78%1.2M$121.0M−45,702 (−3.8%)June 30, 2026
2T. Rowe Price Investment Management,Inc.9.09%1.1M$112.5M−5,146 (−0.5%)June 30, 2026
3State Street Corp5.45%646K$67.5M+57,617 (+9.8%)June 30, 2026
4Dimensional Fund Advisors, Inc.4.84%573K$59.9M−5,834 (−1.0%)June 30, 2026
5Vanguard Capital Management, LLC4.01%475K$49.6M−26,644 (−5.3%)June 30, 2026
6American Century Companies Inc3.77%447K$46.7M+46,789 (+11.7%)June 30, 2026
7Charles Schwab Investment Management Inc3.71%440K$45.9M+22,864 (+5.5%)June 30, 2026
8Boston Partners Global Investors, Inc3.48%412K$43.0M+16,116 (+4.1%)June 30, 2026
9Geode Capital Management, LLC3.37%399K$41.7M+23,019 (+6.1%)June 30, 2026
10Nuveen, LLC2.80%332K$34.7M−1,200 (−0.4%)June 30, 2026
11Two Sigma Investments LLC2.66%315K$32.9M+130,540 (+70.7%)June 30, 2026
12Vanguard Portfolio Management, LLC2.18%258K$27.0M+8,259 (+3.3%)June 30, 2026
13Morgan Stanley - Brokerage Accounts1.89%225K$23.4M+12,353 (+5.8%)June 30, 2026
14The Goldman Sachs Group Inc1.48%175K$18.3M+11,512 (+7.0%)June 30, 2026
15Kennedy Capital Management Inc1.41%167K$17.5M−53,184 (−24.1%)June 30, 2026
16HSBC Holdings PLC1.30%154K$16.1M−17,361 (−10.1%)June 30, 2026
17Northern Trust Corp1.27%150K$15.7M+2,154 (+1.5%)June 30, 2026
18Hotchkis & Wiley Capital Management LLC1.19%141K$14.8M+120 (+0.1%)June 30, 2026
19Stieven Capital Advisors, L.p.0.99%118K$12.3M−4,700 (−3.8%)June 30, 2026
20Bank of New York Mellon Corp0.98%116K$12.1M−3,861 (−3.2%)June 30, 2026

Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 11 holders added 331K shares and 9 cut 164K.

PFBC top mutual fund and ETF holders

20 largest
Preferred Bank top fund holders
#Holder% of sharesSharesValueChangeReported
1iShares Core S&P Small-Cap ETF5.51%653K$68.2M—September 30, 2026
2T. Rowe Price Small-Cap Value4.78%567K$59.2M−5,192 (−0.9%)August 31, 2026
3Avantis US Small Cap Value ETF3.42%405K$42.3M+288 (+0.1%)September 30, 2026
4Vanguard MStar Total Stk Mkt Idx Invest2.85%337K$35.2M—August 31, 2026
5Schwab US Dividend Equity ETF™2.57%305K$31.8M+736 (+0.2%)September 30, 2026
6iShares Russell 2000 ETF1.51%179K$18.7M—September 30, 2026
7CREF Total Global Stock Account R31.32%156K$16.3M—July 31, 2026
8State Street® SPDR® S&PRgnllBkgETF1.18%140K$14.6M+4,192 (+3.1%)September 30, 2026
9Fidelity Small Cap Index1.05%125K$13.0M+526 (+0.4%)July 31, 2026
10DFA US Targeted Value I0.89%106K$11.0M—August 31, 2026
11iShares S&P Small-Cap 600 Growth ETF0.85%101K$10.6M—September 30, 2026
12State Street SPDR Port S&P 600 Sm CpETF0.83%98K$10.2M—September 30, 2026
13Vanguard Tax-Managed Small Cap Adm0.73%86K$9.0M—August 31, 2026
14iShares U.S. Small-Cap Eq Fac ETF0.72%86K$8.9M—September 30, 2026
15iShares Russell 2000 Value ETF0.69%82K$8.6M—September 30, 2026
16Dimensional US Targeted Value ETF0.69%81K$8.5M—September 30, 2026
17DFA US Small Cap I0.63%75K$7.8M—August 31, 2026
18Boston Partners Small Cap Value II Inv0.61%73K$7.6M+4,877 (+7.2%)July 31, 2026
19Vanguard Russell 2000 ETF0.55%66K$6.9M+1,578 (+2.5%)August 31, 2026
20State Street® SPDR® S&P 600™ Sm Cp GrETF0.53%63K$6.6M—September 30, 2026

Funds report holdings monthly or quarterly; dates differ by fund.

PFBC shares outstanding

Shares outstanding

Year-end shares outstanding, adjusted for splits.

Who owns PFBC

Institutional investors own 89.7% of Preferred Bank's shares and insiders 7.92%. The largest holder is BlackRock Inc with 9.78% of the shares (1.2M), as of June 30, 2026. Among the top 20 institutions, 11 added shares and 9 reduced their stake in the latest filings. Short interest is 13.13% of the float, or 7.97 days of average trading volume. The share count fell 6.9% since 2014.

Related: PFBC analyst forecast, PFBC key metrics, PFBC dividend history. See the PFBC stock overview for the latest quote and news.

PFBC ownership FAQ

Who owns the most Preferred Bank stock?

The largest shareholders of Preferred Bank are BlackRock Inc (9.78%), T. Rowe Price Investment Management,Inc. (9.09%), State Street Corp (5.45%), Dimensional Fund Advisors, Inc. (4.84%), Vanguard Capital Management, LLC (4.01%).

What percentage of Preferred Bank is owned by institutions?

Institutions hold 89.7% of Preferred Bank's shares outstanding; insiders hold 7.92%.

Which funds own Preferred Bank?

The largest fund holders of Preferred Bank are iShares Core S&P Small-Cap ETF (5.51%), T. Rowe Price Small-Cap Value (4.78%), Avantis US Small Cap Value ETF (3.42%), Vanguard MStar Total Stk Mkt Idx Invest (2.85%), Schwab US Dividend Equity ETF™ (2.57%).

What is Preferred Bank's short interest?

1.3M shares of Preferred Bank were sold short, 13.13% of the float; at the average daily volume it would take 7.97 days to cover.

How many shares of Preferred Bank are outstanding?

Preferred Bank has 11.9M shares outstanding, of which 10.9M are in the public float.

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