13FBOX
PREFERRED BK LOS ANGELES CA · 13F Institutional Holdings
Options Calculator Rankings

PREFERRED BK LOS ANGELES CA

PFBC
Institutions
231
Combined AUM (Q2 2026)
$1.10B
Combined Shares (Q2 2026)
10.4M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+669,562
117 · 43 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-482,968
89 · 16 Exit · ≈
⚖️ Net
+186,594
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.10B
Institutions
231
New Buys
43
Adds
74
Reduces
73
Exits
16
Unchanged
41
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%<0.01%#97$123.2M1.2M$109.3M1.2M-45,702-3.79%Reduce
T. Rowe Price Investment Management, Inc.
0.08%0.07%#16$114.4M1.1M$98.1M1.1M-5,146-0.48%Reduce
STATE STREET CORP
<0.01%<0.01%#88$68.7M646,206$53.4M588,589+57,617+9.79%Add
DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#42$60.9M573,320$52.5M579,154-5,834-1.01%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#131$50.5M475,275$45.5M501,919-26,644-5.31%Reduce
AMERICAN CENTURY COMPANIES INC
0.02%0.02%#35$47.5M447,109$36.3M400,320+46,789+11.69%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.01%0.01%#53$46.7M439,652$37.8M416,788+22,864+5.49%Add
Boston Partners
0.04%0.04%#25$43.8M412,063$35.9M395,947+16,116+4.07%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#80$42.4M399,169$34.1M376,150+23,019+6.12%Add
Nuveen, LLC
0.01%0.01%#46$35.3M332,262$30.2M333,462-1,200-0.36%Reduce
TWO SIGMA INVESTMENTS, LP
0.02%0.01%#33$33.5M315,265$16.8M184,725+130,540+70.67%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#124$27.5M258,444$22.7M250,185+8,259+3.30%Add
MORGAN STANLEY
<0.01%<0.01%#122$23.9M224,570$21.7M239,904-15,334-6.39%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#107$18.6M174,961$14.8M163,449+11,512+7.04%Add
KENNEDY CAPITAL MANAGEMENT LLC
0.31%0.42%#8$17.8M167,220$20.0M220,404-53,184-24.13%Reduce
HSBC HOLDINGS PLC
0.01%0.01%#52$16.3M154,396$15.6M171,757-17,361-10.11%Reduce
NORTHERN TRUST CORP
<0.01%<0.01%#94$15.9M150,000$13.4M147,846+2,154+1.46%Add
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
0.04%0.04%#21$15.0M141,435$12.8M141,315+120+0.08%Add
Stieven Capital Advisors, L.P.
2.39%2.38%#1$12.5M117,921$11.1M122,621-4,700-3.83%Reduce
Bank of New York Mellon Corp
<0.01%<0.01%#89$12.4M116,241$10.9M120,102-3,861-3.21%Reduce
Invesco Ltd.
<0.01%<0.01%#136$12.0M112,712$9.9M109,513+3,199+2.92%Add
Dana Investment Advisors, Inc.
0.29%0.21%#9$11.2M105,736$7.2M79,421+26,315+33.13%Add
Qube Research & Technologies Ltd
0.01%0.01%#45$10.3M96,660$9.2M101,048-4,388-4.34%Reduce
Phocas Financial Corp.
1.42%1.45%#5$10.3M96,557$9.2M101,657-5,100-5.02%Reduce
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#65$8.8M83,058$3.2M35,263+47,795+135.54%Add
PRINCIPAL FINANCIAL GROUP INC
<0.01%<0.01%#60$8.2M77,471$7.0M77,406+65+0.08%Add
MALTESE CAPITAL MANAGEMENT LLC
1.49%1.49%#4$8.2M76,700$7.6M83,263-6,563-7.88%Reduce
FMR LLC
<0.01%<0.01%#172$7.8M73,380$6.6M73,158+222+0.30%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#102$7.7M72,413$6.7M73,594-1,181-1.60%Reduce
UBS Group AG
<0.01%<0.01%#135$7.5M70,158$7.4M81,771-11,613-14.20%Reduce
MILLENNIUM MANAGEMENT LLC
<0.01%<0.01%#75$7.2M67,689$6.0M65,962+1,727+2.62%Add
ProShare Advisors LLC
0.01%0.01%#44$7.2M67,640$6.5M71,687-4,047-5.65%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#140$6.9M64,837$7.9M86,828-21,991-25.33%Reduce
PUBLIC SECTOR PENSION INVESTMENT BOARD
0.02%0.02%#36$6.7M62,805$5.5M61,047+1,758+2.88%Add
De Lisle Partners LLP
0.65%0.61%#6$6.0M56,179$5.1M56,17900.00%Unchanged
CSM Advisors, LLC
0.13%#11$5.9M55,500$00+55,500New Buy
FRANKLIN RESOURCES INC
<0.01%<0.01%#129$5.4M51,071$4.8M53,390-2,319-4.34%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#187$4.5M42,072$2.6M28,428+13,644+47.99%Add
D. E. Shaw & Co., Inc.
<0.01%<0.01%#86$4.4M40,979$1.9M21,038+19,941+94.79%Add
KESTREL INVESTMENT MANAGEMENT CORP
2.3%2.15%#2$4.2M39,750$3.6M39,75000.00%Unchanged
PRICE T ROWE ASSOCIATES INC /MD/
<0.01%<0.01%#166$4.2M39,265$3.6M39,306-41-0.10%Reduce
FIRST TRUST ADVISORS LP
<0.01%<0.01%#76$4.1M38,433$5.1M56,129-17,696-31.53%Reduce
FEDERATED HERMES, INC.
0.01%0.01%#55$4.1M38,337$3.4M37,987+350+0.92%Add
PRUDENTIAL FINANCIAL INC
<0.01%<0.01%#58$3.7M35,133$2.8M30,688+4,445+14.48%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#144$3.5M32,932$3.1M33,862-930-2.75%Reduce
RHUMBLINE ADVISERS
<0.01%<0.01%#77$3.2M29,699$3.1M33,740-4,041-11.98%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#197$3.0M27,957$3.3M36,147-8,190-22.66%Reduce
Legal & General Group Plc
<0.01%<0.01%#153$2.7M25,689$2.4M26,165-476-1.82%Reduce
ROYCE & ASSOCIATES LP
0.02%0.02%#34$2.7M25,156$2.3M24,990+166+0.66%Add
Swiss National Bank
<0.01%<0.01%#123$2.4M22,589$2.1M23,189-600-2.59%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow