PFBC

Preferred Bank/los Angeles Cross-source read$102.98 0.89%
UnclassifiedCUSIP 740367404· EOD Sep 11, 2026

Among active 13F managers last quarter, 2 opened and 21 added, while 23 reduced; the largest holder to move was American Century Companies Inc (+9.3%). No recent Form 4 insider filings for PFBC.

Tracked 13F holders
196
89 in Q2 2026 filings
13F value (tracked)
$861.5M
Smart-money readNeutral
Net sellingNet buying
Funds · active managers, latest 13F
23 adding · 23 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

No leg leans either way.

Price & smart-money activity

$102.98 0.89%5Y +67.5%
$39.89$58.56$77.23$95.90$114.572021202220232024202520267221518231624161924341329262532282834222832452438354235374436514647474648572624
Hover for who · click for detailEnd-of-day closing prices52w $82.72 – $109.42

Who owns PFBC?

196 tracked 13F filers · ranked by shares held

196 tracked 13F filers disclose a position in PFBC as of the latest SEC 13F filings, a combined $861.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.1.2M
$123.2M
−3.8%
Reduced · −46K sh
Q2 2026
2T. Rowe Price Investment Management, Inc.1.1M
Withheld
−0.5%
Reduced · −5K sh
Q2 2026
3State Street Corp646K
$68.7M
+9.8%
Added · +58K sh
Q2 2026
4Dimensional Fund Advisors LP579K
$52.5M
−1.2%
Reduced · −7K sh
Q1 2026
5Vanguard Capital Management LLC475K
$50.5M
−5.3%
Reduced · −27K sh
Q2 2026
6Charles Schwab Investment Management Inc417K
$37.8M
−16%
Reduced · −78K sh
Q1 2026
7American Century Companies Inc400K
$36.3M
+9.3%
Added · +34K sh
Q1 2026
8Geode Capital Management, LLC399K
$42.4M
+6.1%
Added · +23K sh
Q2 2026
9Boston Partners396K
$35.9M
−20%
Reduced · −97K sh
Q1 2026
10Nuveen, LLC333K
$30.2M
−6.3%
Reduced · −23K sh
Q1 2026
11Vanguard Portfolio Management LLC258K
$27.5M
+3.3%
Added · +8K sh
Q2 2026
12Kennedy Capital Management LLC220K
$20.0M
+11%
Added · +21K sh
Q1 2026
13Morgan Stanley212K
$19.2M
+0.2%
Added · +377 sh
Q1 2026
14Two Sigma Investments, LP185K
$16.8M
+73%
Added · +78K sh
Q1 2026
15HSBC Holdings PLC172K
$15.6M
+19%
Added · +27K sh
Q1 2026
16Goldman Sachs Group Inc163K
$14.8M
−21%
Reduced · −43K sh
Q1 2026
17Northern Trust Corp148K
$13.4M
+2.6%
Added · +4K sh
Q1 2026
18Hotchkis & Wiley Capital Management LLC141K
$15.0M
+0.1%
Added · +120 sh
Q2 2026
19Bank of New York Mellon Corp120K
$10.9M
−3.3%
Reduced · −4K sh
Q1 2026
20Stieven Capital Advisors, L.P.118K
$12.5M
−3.8%
Reduced · −5K sh
Q2 2026
21Dana Investment Advisors, Inc.106K
$11.2M
+33%
Added · +26K sh
Q2 2026
22Qube Research & Technologies Ltd101K
$9.2M
−20%
Reduced · −25K sh
Q1 2026
23Phocas Financial Corp.97K
$10.3M
−5.0%
Reduced · −5K sh
Q2 2026
24UBS Group AG82K
$7.4M
+40%
Added · +23K sh
Q1 2026
25Principal Financial Group Inc77K
$7.0M
+11%
Added · +7K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is PFBC being bought or sold by institutions?

Last quarter, 2 funds opened a new position in PFBC and 21 added to an existing one, while 23 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
2
funds took a first position
Added
21
added to an existing position
Reduced
23
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own PFBC also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT101 funds$179.4B
Nvidia CorpNVDA100 funds$288.6B
Alphabet Inc-CL AGOOGL98 funds$127.6B
JPMorgan Chase & CoJPM98 funds$51.3B
Amazon.com IncAMZN97 funds$139.7B
Bank Of America CorpBAC97 funds$25.5B
Wells Fargo & CoWFC97 funds$14.3B
Broadcom IncAVGO96 funds$116.2B
Meta Platforms Inc-Class AMETA96 funds$79.6B
Visa Inc-Class A SharesV96 funds$44.2B
Eli Lilly & CoLLY95 funds$62.9B
Lam Research CorpLRCX95 funds$30.4B

Ranked by how many of PFBC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PFBC.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
4343
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

89 tracked filers in Q2 2026 filingsstill filing
092184Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $165.1M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for PFBC

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Ask your agent what changed in PFBC

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/PFBC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for PFBC.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PFBC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.