Preferred Bank
US ˙ NasdaqGS ˙ US7403674044

SecurityPFBC / Preferred Bank
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership633,671 shares
Ownership 4.70%
Dimensional Fund Advisors Lp ownership in PFBC / Preferred Bank

2025-04-15 - Dimensional Fund Advisors Lp has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 633,671 shares of Preferred Bank (US:PFBC). This represents 4.7 percent ownership of the company. In their previous filing dated 2024-10-31 , Dimensional Fund Advisors Lp had reported owning 674,243 shares, indicating a decrease of -6.02 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-04-15 2025-04-15 13G/A 674,243 633,671 -6.02 4.70 -6.00
2024-10-31 2024-10-31 13G 674,243 5.00

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 579,154 -7,195 -1.23 52,523 -5.15 0.0024
2026-02-12 2025-12-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 586,349 -14,697 -2.45 55,373 1.92 0.0116
2025-11-12 2025-09-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 601,046 -7,203 -1.18 54,328 3.20 0.0117
2025-08-12 2025-06-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 608,249 -25,422 -4.01 52,641 -0.70 0.0122
2025-05-13 2025-03-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 633,671 -30,724 -4.62 53,012 -7.63 0.0132
2025-02-13 2024-12-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 664,395 -9,848 -1.46 57,391 6.07 0.0138
2024-11-07 2024-09-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 674,243 -6,094 -0.90 54,107 5.35 0.0131
2024-08-09 2024-06-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 680,337 4,539 0.67 51,357 -1.01 0.0134
2024-05-10 2024-03-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 675,798 8,542 1.28 51,881 6.44 0.0140
2024-02-07 2023-12-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 667,256 10,259 1.56 48,745 19.19 0.0142
2023-11-09 2023-09-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 656,997 35,246 5.67 40,898 19.62 0.0134
2023-08-09 2023-06-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 621,751 -12,093 -1.91 34,191 -1.58 0.0109
2023-05-12 2023-03-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 633,844 24,494 4.02 34,740 77,100.00 0.0117
2023-02-09 2022-12-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 609,350 716 0.12 45 -99.89 0.0134
2022-11-10 2022-09-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 608,634 -1,084 -0.18 39,701 -4.27 0.0152
2022-08-12 2022-06-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 609,718 -13,064 -2.10 41,473 -10.12 0.0149
2022-05-13 2022-03-31 13F PREFERRED BK LOS ANGELES CA COM 740367404 622,782 767 0.12 46,142 3.33 0.0142
2022-02-09 2021-12-31 13F PREFERRED BK LOS ANGELES CA COM 740367404 622,015 377 0.06 44,654 7.73 0.0135
2021-11-12 2021-09-30 13F PREFERRED BK LOS ANGELES CA COM 740367404 621,638 4,868 0.79 41,451 6.22 0.0134
2021-08-12 2021-06-30 13F PREFERRED BK LOS ANGELES CA COM 740367404 616,770 -13,702 -2.17 39,023 -2.81 0.0124
2021-05-14 2021-03-31 13F PREFERRED BK LOS ANGELES CA COM 740367404 630,472 -24,027 -3.67 40,150 21.55 0.0133
2021-03-08 2020-12-31 13F/A-2 PREFERRED BK LOS ANGELES CA COM 740367404 654,499 -10,797 -1.62 33,032 54.58 0.0119
2021-02-11 2020-12-31 13F PREFERRED BK LOS ANGELES CA COM 740367404 654,499 -10,797 33,032 11,929.4027
2020-11-12 2020-09-30 13F PREFERRED BK LOS ANGELES CA COM 740367404 665,296 2,213 0.33 21,369 -24.79 0.0091
2020-08-13 2020-06-30 13F PREFERRED BK LOS ANGELES CA COM 740367404 663,083 26,273 4.13 28,412 31.93 0.0125
2020-05-14 2020-03-31 13F PREFERRED BK LOS ANGELES CA COM 740367404 636,810 -44,203 -6.49 21,536 -47.37 0.0112
2020-02-14 2019-12-31 13F PREFERRED BK LOS ANGELES CA COM 740367404 681,013 -8,983 -1.30 40,922 13.23 0.0149
2019-11-12 2019-09-30 13F PREFERRED BK LOS ANGELES CA COM 740367404 689,996 2,784 0.41 36,142 11.31 0.0140
2019-08-13 2019-06-30 13F PREFERRED BK LOS ANGELES CA COM 740367404 687,212 23,821 3.59 32,471 8.84 0.0126
2019-08-12 2019-03-31 13F/A-2 PREFERRED BK LOS ANGELES CA COM 740367404 663,391 50,081 8.17 29,833 12.21 0.0119
2019-05-10 2019-03-31 13F PREFERRED BK LOS ANGELES CA COM 740367404 663,391 50,081 29,833
2019-02-26 2018-12-31 13F/A-1 PREFERRED BK LOS ANGELES CA COM 740367404 613,310 24,728 4.20 26,587 -22.78 0.0120
2019-02-13 2018-12-31 13F PREFERRED BK LOS ANGELES CA COM 740367404 613,310 24,728 26,587
2018-11-13 2018-09-30 13F PREFERRED BK LOS ANGELES CA COM 740367404 588,582 25,264 4.48 34,432 -0.55 0.0131
2018-08-10 2018-06-30 13F PREFERRED BK LOS ANGELES CA COM 740367404 563,318 16,749 3.06 34,622 -1.33 0.0138
2018-05-11 2018-03-31 13F PREFERRED BK LOS ANGELES CA COM 740367404 546,569 5,654 1.05 35,090 10.36 0.0146
2018-02-12 2017-12-31 13F PREFERRED BK LOS ANGELES CA COM 740367404 540,915 15,590 2.97 31,796 0.29 0.0132
2017-11-13 2017-09-30 13F PREFERRED BK LOS ANGELES CA COM 740367404 525,325 40,270 8.30 31,703 22.24 0.0139
2017-08-11 2017-06-30 13F PREFERRED BK LOS ANGELES CA COM 740367404 485,055 10,311 2.17 25,936 1.81 0.0120
2017-05-12 2017-03-31 13F PREFERRED BK LOS ANGELES CA COM 740367404 474,744 30,981 6.98 25,475 9.51 0.0122
2017-02-09 2016-12-31 13F PREFERRED BK LOS ANGELES CA COM 740367404 443,763 37,377 9.20 23,262 60.12 0.0116
2016-11-10 2016-09-30 13F PREFERRED BK LOS ANGELES CA COM 740367404 406,386 13,166 3.35 14,528 27.95 0.0079
2016-08-09 2016-06-30 13F PREFERRED BK LOS ANGELES CA COM 740367404 393,220 25,934 7.06 11,354 2.20 0.0065
2016-05-13 2016-03-31 13F PREFERRED BK LOS ANGELES CA COM 740367404 367,286 32,887 9.83 11,110 0.62 0.0067
2016-02-10 2015-12-31 13F PREFERRED BK LOS ANGELES CA COM 740367404 334,399 40,658 13.84 11,042 18.95 0.0069
2015-11-13 2015-09-30 13F PREFERRED BK LOS ANGELES CA COM 740367404 293,741 14,380 5.15 9,283 10.58 0.0061
2015-08-14 2015-06-30 13F PREFERRED BK LOS ANGELES CA COM 740367404 279,361 8,004 2.95 8,395 12.62 0.0051
2015-05-14 2015-03-31 13F PREFERRED BK LOS ANGELES CA COM 740367404 271,357 9,510 3.63 7,454 2.07 0.0047
2015-02-06 2014-12-31 13F PREFERRED BK LOS ANGELES CA COM 740367404 261,847 17,036 6.96 7,303 32.47 0.0048
2014-11-13 2014-09-30 13F PREFERRED BK LOS ANGELES CA COM 740367404 244,811 781 0.32 5,513 -4.44 0.0039
2014-08-08 2014-06-30 13F PREFERRED BK LOS ANGELES CA COM 740367404 244,030 3,899 1.62 5,769 -7.46 0.0040
2014-05-14 2014-03-31 13F PREFERRED BK LOS ANGELES CA COM 740367404 240,131 1,700 0.71 6,234 30.39 0.0047
2014-02-12 2013-12-31 13F PREFERRED BK LOS ANGELES CA COM 740367404 238,431 1,121 0.47 4,781 13.24 0.0037
2013-11-13 2013-09-30 13F PREFERRED BK LOS ANGELES CA COM 740367404 237,310 2,992 1.28 4,222 9.32 0.0037
2013-08-15 2013-06-30 13F PREFERRED BK LOS ANGELES CA COM 740367404 234,318 234,318 3,862 0.0036
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.