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Preferred Bank Angeles (PFBC)

CUSIP: 740367404 | NYSE | Financial Services · Banks - Regional | Small Cap | 607 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP573,345
0.0% of portfolio›$60.0M
Principal Financial Group Inc90,514
0.0% of portfolio›$9.5M
Kestrel Investment Management Corp37,850
2.3% of portfolio›$4.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management16,592
0.0% of portfolio›$1.7M
Hennion & Walsh Asset Management, Inc.14,785
0.0% of portfolio›$1.5M
Unison Advisors LLC10,911
0.1% of portfolio›$1.1M
Citigroup Inc10,901
0.0% of portfolio›$1.1M
Wedge Capital Management L L P10,521
0.0% of portfolio›$1.1M
Mirae Asset Global Investments Co., Ltd.10,393
0.0% of portfolio›$1.1M
SummerHaven Investment Management, LLC8,649
0.5% of portfolio›$905.8K
Allspring Global Investments Holdings, LLC7,076
0.0% of portfolio›$741.1K
Bokf, NA4,765
0.0% of portfolio›$499.0K
Wealth Enhancement Advisory Services, LLC4,713
0.0% of portfolio›$483.7K
Louisiana State Employees Retirement System4,600
0.0% of portfolio›$481.8K
Elevation Point Wealth Partners, LLC3,617
0.0% of portfolio›$378.8K
Arizona State Retirement System3,083
0.0% of portfolio›$322.9K
Amalgamated Bank2,841
0.0% of portfolio›$298
Yousif Capital Management, LLC2,811
0.0% of portfolio›$294.4K
Y-Intercept (Hong Kong) Ltd2,656
0.0% of portfolio›$278.2K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS2,569
0.0% of portfolio›$269.1K
State of Alaska, Department of Revenue2,458
0.0% of portfolio›$256
Oregon Public Employees Retirement Fund2,422
0.0% of portfolio›$253.7K
Vise Technologies, Inc.2,233
0.0% of portfolio›$233.9K
Abel Hall, LLC2,209
0.0% of portfolio›$231.3K
HB Wealth Management, LLC2,104
0.0% of portfolio›$220.4K
Creative Planning2,052
0.0% of portfolio›$214.9K
Pictet Asset Management Holding SA2,000
0.0% of portfolio›$209.5K
Robeco Institutional Asset Management B.V.1,995
0.0% of portfolio›$208.9K
Pinnacle Wealth Planning Services, Inc.1,188
0.0% of portfolio›$124.4K
New York State Teachers Retirement System1,006
0.0% of portfolio›$105
Parkside Financial Bank & Trust875
0.0% of portfolio›$91.6K
Copeland Capital Management, LLC869
0.0% of portfolio›$91.0K
Gamma Investing LLC623
0.0% of portfolio›$65.2K
MassMutual Private Wealth & Trust, FSB584
0.0% of portfolio›$61.2K
First Horizon Corp385
0.0% of portfolio›$40.3K
Lanark Financial, Inc.312
0.0% of portfolio›$32.7K
Sterling Capital Management LLC218
0.0% of portfolio›$22.8K
SJS Investment Consulting Inc.186
0.0% of portfolio›$19.5K
EverSource Wealth Advisors, LLC186
0.0% of portfolio›$19.5K
Versant Capital Management, Inc181
0.0% of portfolio›$19.0K
KFG LLC171
0.0% of portfolio›$17.9K
Harbor Capital Advisors, Inc.170
0.0% of portfolio›$18
IFP Advisors, Inc151
0.0% of portfolio›$15.8K
Elevation Wealth Partners, LLC128
0.0% of portfolio›$13.4K
Mitsubishi UFJ Asset Management Co., Ltd.98
0.0% of portfolio›$10.3K
Farther Finance Advisors, LLC93
0.0% of portfolio›$9.7K
Covestor Ltd89
0.0% of portfolio›$10
Assetmark, Inc85
0.0% of portfolio›$8.9K
Nisa Investment Advisors, LLC82
0.0% of portfolio›$8.6K
Root Financial Partners, LLC67
0.0% of portfolio›$7.0K
Essential Partners LLC43
0.0% of portfolio›$4.5K
Salomon & Ludwin, LLC39
0.0% of portfolio›$4.1K
Cullen T Bankers, Inc.32
0.0% of portfolio›$3.4K
GK Wealth Management LLC30
0.0% of portfolio›$3.2K
Fortitude Family Office, LLC30
0.0% of portfolio›$3.1K
True Wealth Design, LLC19
0.0% of portfolio›$2.0K
Clark Wealth Partners17
0.0% of portfolio›$1.8K
Farmers & Merchants Investments Inc11
0.0% of portfolio›$1.2K
Valley National Advisers Inc8
0.0% of portfolio›$838
Cedar Mountain Advisors, LLC6
0.0% of portfolio›$628
Capital Advisors, Ltd. LLC4
0.0% of portfolio›$0
UMB Private Wealth Management, LLC4
0.0% of portfolio›$419
Davis Capital Management1
0.0% of portfolio›$105
SBI Securities Co., Ltd.1
0.0% of portfolio›$105
Financial Consulate, Inc1
0.0% of portfolio›$105
TFC Financial Management, Inc.1
0.0% of portfolio›$105
Hughes Financial Services, LLC1
0.0% of portfolio›$107
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
573,345$60.0M0.0%IndexLowAustin, TX2026-11-04
Principal Financial Group Inc
90,514$9.5M0.0%CoreLowDes Moines, IA2026-11-02
Kestrel Investment Management Corp
37,850$4.0M2.3%Deep ValueMediumSan Mateo, CA2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
16,592$1.7M0.0%GrowthVery LowSeattle, WA2026-10-27
Hennion & Walsh Asset Management, Inc.
14,785$1.5M0.0%ValueMediumParsippany, NJ2026-10-13
Unison Advisors LLC
10,911$1.1M0.1%ETFVery LowProvidence, RI2026-10-29
Citigroup Inc
10,901$1.1M0.0%CoreMediumNew York, NY2026-11-04
Wedge Capital Management L L P
10,521$1.1M0.0%ValueMediumCharlotte, NC2026-10-13
Mirae Asset Global Investments Co., Ltd.
10,393$1.1M0.0%GrowthLowSeoul, Malaysia2026-11-03
SummerHaven Investment Management, LLC
8,649$905.8K0.5%Deep ValueHighStamford, CT2026-10-19
Allspring Global Investments Holdings, LLC
7,076$741.1K0.0%CoreMediumCharlotte, NC2026-11-04
Bokf, NA
4,765$499.0K0.0%CoreLowTulsa, OK2026-10-27
Wealth Enhancement Advisory Services, LLC
4,713$483.7K0.0%CoreLowPlymouth, MN2026-10-13
Louisiana State Employees Retirement System
4,600$481.8K0.0%IndexLowBaton Rouge, LA2026-10-20
Elevation Point Wealth Partners, LLC
3,617$378.8K0.0%CoreHighDenver, CO2026-11-05
Arizona State Retirement System
3,083$322.9K0.0%IndexVery LowPhoenix, AZ2026-11-03
Amalgamated Bank
2,841$2980.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
2,811$294.4K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Y-Intercept (Hong Kong) Ltd
2,656$278.2K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
2,569$269.1K0.0%CoreLowHarrisburg, PA2026-11-03
State of Alaska, Department of Revenue
2,458$2560.0%CoreVery LowJuneau, AK2026-10-15
Oregon Public Employees Retirement Fund
2,422$253.7K0.0%IndexVery LowTigard, OR2026-10-30
Vise Technologies, Inc.
2,233$233.9K0.0%IndexLowNew York, NY2026-10-29
Abel Hall, LLC
2,209$231.3K0.0%CoreMediumBaton Rouge, LA2026-10-19
HB Wealth Management, LLC
2,104$220.4K0.0%IndexVery LowAtlanta, GA2026-10-23
Creative Planning
2,052$214.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Pictet Asset Management Holding SA
2,000$209.5K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Robeco Institutional Asset Management B.V.
1,995$208.9K0.0%CoreMediumRotterdam, Philippines2026-10-20
Pinnacle Wealth Planning Services, Inc.
1,188$124.4K0.0%GARPLowMansfield, OH2026-10-27
New York State Teachers Retirement System
1,006$1050.0%CoreVery LowAlbany, NY2026-10-22
Parkside Financial Bank & Trust
875$91.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Copeland Capital Management, LLC
869$91.0K0.0%ValueMediumConshohocken, PA2026-10-13
Gamma Investing LLC
623$65.2K0.0%IndexVery LowFoster City, CA2026-10-08
MassMutual Private Wealth & Trust, FSB
584$61.2K0.0%CoreLowSpringfield, MA2026-10-05
First Horizon Corp
385$40.3K0.0%CoreLowMemphis, TN2026-10-26
Lanark Financial, Inc.
312$32.7K0.0%CoreMediumBirmingham, AL2026-10-26
Sterling Capital Management LLC
218$22.8K0.0%GARPMediumCharlotte, NC2026-10-22
SJS Investment Consulting Inc.
186$19.5K0.0%ETFVery LowSylvania, OH2026-10-26
EverSource Wealth Advisors, LLC
186$19.5K0.0%CoreMediumBirmingham, AL2026-11-04
Versant Capital Management, Inc
181$19.0K0.0%GARPLowPhoenix, AZ2026-10-02
KFG LLC
171$17.9K0.0%ETFN/ARapid City, SD2026-11-02
Harbor Capital Advisors, Inc.
170$180.0%ValueHighChicago, IL2026-10-22
IFP Advisors, Inc
151$15.8K0.0%GrowthLowTampa, FL2026-10-16
Elevation Wealth Partners, LLC
128$13.4K0.0%ETFLowWalnut Creek, CA2026-10-07
Mitsubishi UFJ Asset Management Co., Ltd.
98$10.3K0.0%IndexVery LowTokyo, Mexico2026-11-05
Farther Finance Advisors, LLC
93$9.7K0.0%IndexLowSan Francisco, CA2026-10-08
Covestor Ltd
89$100.0%ValueHighLondon, United Kingdom2026-10-30
Assetmark, Inc
85$8.9K0.0%ETFLowConcord, CA2026-10-21
Nisa Investment Advisors, LLC
82$8.6K0.0%IndexVery LowSt. Louis, MO2026-10-20
Root Financial Partners, LLC
67$7.0K0.0%ETFMediumEncinitas, CA2026-10-21
Essential Partners LLC
43$4.5K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Salomon & Ludwin, LLC
39$4.1K0.0%ETFVery LowRichmond, VA2026-10-29
Cullen T Bankers, Inc.
32$3.4K0.0%GrowthLowSan Antonio, TX2026-10-28
GK Wealth Management LLC
30$3.2K0.0%GARPVery HighReno, NV2026-10-09
Fortitude Family Office, LLC
30$3.1K0.0%ETFMediumScottsdale, AZ2026-10-14
True Wealth Design, LLC
19$2.0K0.0%ETFMediumAkron, OH2026-10-13
Clark Wealth Partners
17$1.8K0.0%ETFVery LowO'Fallon, IL2026-10-19
Farmers & Merchants Investments Inc
11$1.2K0.0%CoreVery LowLincoln, NE2026-10-22
Valley National Advisers Inc
8$8380.0%ETFLowBethlehem, PA2026-10-23
Cedar Mountain Advisors, LLC
6$6280.0%ETFVery LowLake Oswego, OR2026-10-15
Capital Advisors, Ltd. LLC
4$00.0%ETFLowShaker Heights, OH2026-10-27
UMB Private Wealth Management, LLC
4$4190.0%GrowthN/AKansas City, MO2026-10-19
Davis Capital Management
1$1050.0%CoreLowJacksonville, FL2026-10-08
SBI Securities Co., Ltd.
1$1050.0%Agg GrowthLowTokyo, Mexico2026-10-22
Financial Consulate, Inc
1$1050.0%ETFLowHunt Valley, MD2026-10-23
TFC Financial Management, Inc.
1$1050.0%ETFVery LowBoston, MA2026-10-26
Hughes Financial Services, LLC
1$1070.0%ETFLowHerndon, VA2026-10-30