PREFERRED BK LOS ANGELES CA (PFBC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
215
Reporting holders
$1.0B
Reported value
0.1%
Held as options
+27
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $123.2M | 1,159,221 | 0.00% | 8q | -3.8%-$4.9M |
| STATE STREET CORP | $68.7M | 646,206 | 0.00% | 31q | +9.8%+$6.1M |
| DIMENSIONAL FUND ADVISORS LP | $60.9M | 573,320 | 0.01% | 31q | -1.0%-$619.9K |
| VANGUARD CAPITAL MANAGEMENT LLC | $50.5M | 475,275 | 0.00% | 2q | -5.3%-$2.8M |
| AMERICAN CENTURY COMPANIES INC | $47.5M | 447,109 | 0.02% | 25q | +11.7%+$5.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $46.7M | 439,652 | 0.01% | 31q | +5.5%+$2.4M |
| Sixth Street Partners Management Company, L.P. | $46.7M | 439,652 | 0.01% | new | NEW |
| Boston Partners | $43.8M | 412,063 | 0.04% | 22q | +4.1%+$1.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $42.4M | 399,169 | 0.00% | 31q | +6.1%+$2.4M |
| Nuveen, LLC | $35.3M | 332,262 | 0.01% | 6q | HELD |
| TWO SIGMA INVESTMENTS, LP | $33.5M | 315,265 | 0.02% | 22q | +70.7%+$13.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $27.5M | 258,444 | 0.00% | 2q | +3.3%+$877.6K |
| MORGAN STANLEY | $23.9M | 224,570 | 0.00% | 35q | +5.8%+$1.3M |
| GOLDMAN SACHS GROUP INC | $18.6M | 174,961 | 0.00% | 31q | +7.0%+$1.2M |
| KENNEDY CAPITAL MANAGEMENT LLC | $17.8M | 167,220 | 0.31% | 10q | -24.1%-$5.7M |
| HSBC HOLDINGS PLC | $16.3M | 154,396 | 0.01% | 21q | -10.1%-$1.8M |
| NORTHERN TRUST CORP | $15.9M | 150,000 | 0.00% | 31q | +1.5%+$228.9K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $15.0M | 141,435 | 0.04% | 23q | HELD |
| Public Sector Pension Investment Board | $13.3M | 125,610 | 0.02% | 31q | +105.8%+$6.9M |
| Stieven Capital Advisors, L.P. | $12.5M | 117,921 | 2.39% | 31q | -3.8%-$499.4K |
| Bank of New York Mellon Corp | $12.4M | 116,241 | 0.00% | 31q | -3.2%-$410.3K |
| Invesco Ltd. | $12.0M | 112,712 | 0.00% | 31q | +2.9%+$339.9K |
| Dana Investment Advisors, Inc. | $11.2M | 105,736 | 0.29% | 18q | +33.1%+$2.8M |
| Qube Research & Technologies Ltd | $10.3M | 96,660 | 0.01% | 11q | -4.3%-$466.3K |
| Phocas Financial Corp. | $10.3M | 96,557 | 1.42% | 31q | -5.0%-$541.9K |
| AQR CAPITAL MANAGEMENT LLC | $8.8M | 83,058 | 0.00% | 31q | +135.5%+$5.1M |
| PRINCIPAL FINANCIAL GROUP INC | $8.2M | 77,471 | 0.00% | 31q | HELD |
| MALTESE CAPITAL MANAGEMENT LLC | $8.2M | 76,700 | 1.49% | 31q | -7.9%-$697.4K |
| FMR LLC | $7.8M | 73,380 | 0.00% | 31q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $7.7M | 72,413 | 0.00% | 2q | -1.6%-$125.5K |
| UBS Group AG | $7.5M | 70,158 | 0.00% | 31q | -14.2%-$1.2M |
| MILLENNIUM MANAGEMENT LLC | $7.2M | 67,689 | 0.00% | 22q | +2.6%+$183.5K |
| ProShare Advisors LLC | $7.2M | 67,640 | 0.01% | 8q | -5.6%-$430.0K |
| CITADEL ADVISORS LLC | $6.9M | 64,837 | 0.00% | 23q | -25.3%-$2.3M |
| De Lisle Partners LLP | $6.0M | 56,179 | 0.65% | 10q | HELD |
| FRANKLIN RESOURCES INC | $5.4M | 51,071 | 0.00% | 13q | -4.3%-$246.4K |
| JPMORGAN CHASE & CO | $4.5M | 42,072 | 0.00% | 31q | +48.0%+$1.5M |
| D. E. Shaw & Co., Inc. | $4.4M | 40,979 | 0.00% | 9q | +94.8%+$2.1M |
| KESTREL INVESTMENT MANAGEMENT CORP | $4.2M | 39,750 | 2.30% | 10q | HELD |
| FIRST TRUST ADVISORS LP | $4.1M | 38,433 | 0.00% | 31q | -31.5%-$1.9M |
| FEDERATED HERMES, INC. | $4.1M | 38,337 | 0.01% | 31q | +0.9%+$37.2K |
| PRUDENTIAL FINANCIAL INC | $3.7M | 35,133 | 0.00% | 31q | +14.5%+$472.3K |
| AMERIPRISE FINANCIAL INC | $3.5M | 32,932 | 0.00% | 31q | -51.4%-$3.7M |
| EXCHANGE TRADED CONCEPTS, LLC | $3.4M | 32,216 | 0.01% | 2q | +106.5%+$1.8M |
| RHUMBLINE ADVISERS | $3.2M | 29,699 | 0.00% | 31q | -12.0%-$429.4K |
| BANK OF AMERICA CORP /DE/ | $3.0M | 27,957 | 0.00% | 31q | -22.7%-$870.3K |
| Legal & General Group Plc | $2.7M | 25,689 | 0.00% | 31q | -1.8%-$50.6K |
| ROYCE & ASSOCIATES LP | $2.7M | 25,156 | 0.02% | 30q | +0.7%+$17.6K |
| Swiss National Bank | $2.4M | 22,589 | 0.00% | 31q | -2.6%-$63.8K |
| NEW YORK STATE COMMON RETIREMENT FUND | $2.4M | 22,572 | 0.00% | 31q | -7.0%-$180.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.2M | 20,827 | 0.00% | 31q | +10.8%+$215.9K |
| XTX Topco Ltd | $2.2M | 20,736 | 0.03% | 2q | +3.2%+$67.4K |
| Fisher Asset Management, LLC | $2.0M | 18,576 | 0.00% | 7q | HELD |
| Russell Investments Group, Ltd. | $1.9M | 18,250 | 0.00% | 28q | +30.6%+$454.1K |
| Trexquant Investment LP | $1.9M | 17,513 | 0.01% | 4q | -9.6%-$196.7K |
| Quantbot Technologies LP | $1.8M | 17,408 | 0.07% | 11q | -10.0%-$204.8K |
| Angel Oak Capital Advisors, LLC | $1.6M | 15,500 | 2.08% | 4q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $1.6M | 15,356 | 0.00% | 31q | +119.4%+$888.1K |
| Y-Intercept (Hong Kong) Ltd | $1.6M | 15,331 | 0.03% | 4q | -25.4%-$553.4K |
| CITIGROUP INC | $1.6M | 15,300 | 0.00% | 31q | +31.2%+$386.6K |
| ENVESTNET ASSET MANAGEMENT INC | $1.6M | 15,149 | 0.00% | 18q | +3.4%+$52.4K |
| Corient Private Wealth LP | $1.6M | 14,790 | 0.00% | new | NEW |
| Quantinno Capital Management LP | $1.5M | 14,461 | 0.00% | 4q | +181.4%+$990.6K |
| SEI INVESTMENTS CO | $1.5M | 14,448 | 0.00% | 26q | -34.3%-$799.8K |
| Hennion & Walsh Asset Management, Inc. | $1.5M | 14,294 | 0.04% | 6q | HELD |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $1.5M | 14,179 | 0.03% | new | NEW |
| WINTON GROUP Ltd | $1.5M | 14,179 | 0.05% | 27q | HELD |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.5M | 13,676 | 0.03% | 13q | HELD |
| Squarepoint Ops LLC | $1.4M | 12,898 | 0.00% | 13q | -3.9%-$56.3K |
| NewEdge Wealth, LLC | $1.3M | 12,640 | 0.01% | 7q | +26.9%+$284.7K |
| DEUTSCHE BANK AG\ | $1.3M | 12,074 | 0.00% | 34q | +1.4%+$17.1K |
| RENAISSANCE TECHNOLOGIES LLC | $1.3M | 12,040 | 0.00% | 31q | -59.7%-$1.9M |
| ALLIANCEBERNSTEIN L.P. | $1.2M | 13,474 | 0.00% | 31q | HELD |
| Unison Advisors LLC | $1.2M | 10,831 | 0.08% | 13q | +0.8%+$9.4K |
| Vanguard Global Advisers, LLC | $1.1M | 10,680 | 0.00% | 2q | HELD |
| ROYAL BANK OF CANADA | $1.1M | 10,048 | 0.00% | 31q | +12.7%+$120.1K |
| TUDOR INVESTMENT CORP ET AL | $1.1M | 10,018 | 0.00% | 10q | -82.0%-$4.9M |
| WELLS FARGO & COMPANY/MN | $1.1M | 9,976 | 0.00% | 31q | +2.6%+$26.6K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $1.0M | 9,813 | 0.02% | 8q | +15.3%+$138.5K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $1.0M | 9,586 | 0.02% | 13q | -3.7%-$39.0K |
| Rafferty Asset Management, LLC | $983.9K | 9,259 | 0.00% | 22q | -8.9%-$96.6K |
| Mirae Asset Global Investments Co., Ltd. | $977.9K | 9,203 | 0.00% | 10q | -42.0%-$706.7K |
| Louisiana State Employees Retirement System | $963.5K | 9,800 | 0.01% | 24q | +96.0%+$471.9K |
| BARCLAYS PLC | $944.7K | 8,890 | 0.00% | 31q | -11.3%-$120.7K |
| INTRUST BANK NA | $876.6K | 8,250 | 0.06% | 18q | -5.1%-$46.6K |
| VANGUARD ASSET MANAGEMENT, Ltd | $860.4K | 8,097 | 0.00% | 2q | HELD |
| SummerHaven Investment Management, LLC | $851.8K | 8,016 | 0.46% | 16q | HELD |
| CREDIT AGRICOLE S A | $811.8K | 7,640 | 0.00% | 7q | HELD |
| GLOBEFLEX CAPITAL L P | $798.0K | 7,510 | 0.10% | 15q | -9.3%-$81.8K |
| Brevan Howard Capital Management LP | $783.0K | 7,369 | 0.01% | 2q | +120.4%+$427.7K |
| MERCER GLOBAL ADVISORS INC /ADV | $768.7K | 7,234 | 0.00% | new | NEW |
| Allspring Global Investments Holdings, LLC | $723.0K | 6,804 | 0.00% | 19q | +3.2%+$22.1K |
| MetLife Investment Management, LLC | $712.6K | 6,706 | 0.00% | 32q | +1.8%+$12.3K |
| KLP KAPITALFORVALTNING AS | $711.9K | 6,700 | 0.00% | 7q | HELD |
| Jupiter Topco LLC | $679.5K | 6,398 | 0.00% | new | FIRST |
| FIFTH THIRD BANCORP | $644.9K | 6,069 | 0.00% | 17q | -6.4%-$44.0K |
| State of Tennessee, Department of Treasury | $637.1K | 5,996 | 0.00% | 31q | +98.5%+$316.1K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $626.2K | 5,893 | 0.00% | 5q | -19.1%-$148.1K |
| DARK FOREST CAPITAL MANAGEMENT LP | $617.3K | 5,809 | 0.04% | new | NEW |
| CANADA PENSION PLAN INVESTMENT BOARD | $616.3K | 5,800 | 0.00% | 3q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13G | STATE STREET CORPORATION | 5.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 215 | $1.0B | 9,649,997 | 42 | 63 | 63 | 0.1% |
| Q1 2026 | 188 | $815.0M | 8,983,320 | 17 | 67 | 64 | 0.0% |
| Q4 2025 | 198 | $881.5M | 9,326,500 | 22 | 59 | 70 | 0.0% |
| Q3 2025 | 194 | $827.0M | 9,150,736 | 23 | 60 | 79 | 0.0% |
| Q2 2025 | 188 | $823.6M | 9,508,176 | 13 | 72 | 78 | 0.0% |
| Q1 2025 | 198 | $838.0M | 10,008,188 | 18 | 62 | 76 | 0.1% |
| Q4 2024 | 197 | $872.2M | 10,089,279 | 17 | 61 | 67 | 0.0% |
| Q3 2024 | 191 | $778.8M | 9,695,428 | 24 | 65 | 65 | 0.1% |
| Q2 2024 | 183 | $719.0M | 9,516,954 | 30 | 59 | 59 | 0.0% |
| Q1 2024 | 166 | $746.9M | 9,731,303 | 15 | 49 | 69 | 0.1% |
| Q4 2023 | 168 | $706.2M | 9,709,264 | 17 | 63 | 57 | 0.0% |
| Q3 2023 | 155 | $542.8M | 8,731,315 | 21 | 48 | 58 | 0.1% |
| Q2 2023 | 146 | $503.7M | 9,137,318 | 20 | 54 | 49 | 0.1% |
| Q1 2023 | 141 | $544.9M | 9,952,176 | 14 | 56 | 51 | 0.0% |
| Q4 2022 | 136 | $588.7M | 7,887,983 | 24 | 44 | 36 | 0.0% |
| Q3 2022 | 156 | $700.4M | 10,720,665 | 12 | 47 | 58 | 0.0% |
| Q2 2022 | 160 | $748.4M | 10,991,622 | 15 | 52 | 55 | 0.0% |
| Q1 2022 | 162 | $828.8M | 11,176,345 | 27 | 42 | 59 | 0.0% |
| Q4 2021 | 144 | $793.8M | 11,050,400 | 18 | 36 | 51 | 0.0% |
| Q3 2021 | 129 | $737.4M | 11,035,835 | 7 | 40 | 44 | 0.2% |
| Q2 2021 | 130 | $712.5M | 11,253,970 | 7 | 39 | 51 | 0.0% |
| Q1 2021 | 134 | $727.3M | 11,401,128 | 16 | 39 | 52 | 0.1% |
| Q4 2020 | 140 | $572.7M | 11,278,682 | 27 | 33 | 48 | 0.4% |
| Q3 2020 | 116 | $370.3M | 11,481,257 | 8 | 29 | 48 | 0.3% |
| Q2 2020 | 124 | $501.6M | 11,696,481 | 18 | 42 | 37 | 0.3% |
| Q1 2020 | 115 | $398.7M | 11,793,648 | 9 | 41 | 38 | 0.0% |
| Q4 2019 | 133 | $738.5M | 12,284,736 | 10 | 47 | 50 | 0.0% |
| Q3 2019 | 135 | $609.9M | 11,636,612 | 12 | 44 | 47 | 0.0% |
| Q2 2019 | 136 | $555.0M | 11,743,481 | 11 | 57 | 43 | 0.0% |
| Q1 2019 | 143 | $531.6M | 11,821,810 | 18 | 52 | 43 | 0.0% |
| Q4 2018 | 136 | $526.1M | 12,130,519 | 5 | 3 | 2 | 0.0% |