Purchases and Sales Made in Q4 2025 in Preferred Bank (PFBC)
This table provides information about the institutional ownership of Preferred Bank (PFBC) during Q4 2025. The information is specifically focused on institutions that hold shares of Preferred Bank.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
991+ 7.81% |
$83.8K - $92.6K
|
13.7K
$1.25M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
717+ 12.23% |
$60.6K - $67K
|
6.58K
$601K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
619+ 11.66% |
$52.3K - $57.8K
|
5.93K
$541K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
125New |
$10.6K - $11.7K
|
125
$11.4K
|
|
|
Jan 20, 2026
Q4 2025
|
Unison Advisors LLC
|
BUY
|
- |
89+ 0.84% |
$7.53K - $8.31K
|
10.7K
$973K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
52+ 2.11% |
$4.4K - $4.86K
|
2.52K
$230K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
34+ 6.64% |
$2.88K - $3.18K
|
546
$49.8K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
16New |
$1.35K - $1.49K
|
16
$1.46K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4+ 9.52% |
$338 - $374
|
46
$4.2K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2New |
$169 - $187
|
2
$182
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2- 1.67% |
$169 - $187
|
118
$10.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-87- 0.86% |
$7.36K - $8.13K
|
9.97K
$910K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 1.89% |
$8.46K - $9.34K
|
5.2K
$474K
|
|
|
Jan 20, 2026
Q4 2025
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-312- 0.24% |
$26.4K - $29.1K
|
130K
$11.9M
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-470- 13.19% |
$39.7K - $43.9K
|
3.09K
$282K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.89K- 32.74% |
$245K - $270K
|
5.94K
$542K
|
|