Preferred Bank
US ˙ NasdaqGS ˙ US7403674044

SecurityPFBC / Preferred Bank
InstitutionLsv Asset Management
Latest Disclosed Ownership9,800 shares
Latest Disclosed Value $ 889
Lsv Asset Management reports 127.91% increase in ownership of PFBC / Preferred Bank

On May 11, 2026 - Lsv Asset Management filed a 13F-HR form disclosing ownership of 9,800 shares of Preferred Bank (US:PFBC) valued at $888,762 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 4,300 shares of Preferred Bank. The current value of the position is $952,854 USD.

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)
2026-05-11 2026-03-31 13F Preferred Bank COM 740367404 9,800 5,500 127.91 1 0.0019
2026-02-06 2025-12-31 13F Preferred Bank COM 740367404 4,300 600 16.22 0 0.0009
2025-11-06 2025-09-30 13F Preferred Bank COM 740367404 3,700 -49,840 -93.09 0 -100.00 0.0007
2025-08-11 2025-06-30 13F Preferred Bank COM 740367404 53,540 -12,376 -18.78 5 -20.00 0.0108
2025-05-09 2025-03-31 13F Preferred Bank COM 740367404 65,916 -67,145 -50.46 6 -54.55 0.0132
2025-02-13 2024-12-31 13F Preferred Bank COM 740367404 133,061 -34,172 -20.43 11 -15.38 0.0265
2024-11-12 2024-09-30 13F Preferred Bank COM 740367404 167,233 -4,097 -2.39 13 8.33 0.0288
2024-08-06 2024-06-30 13F Preferred Bank COM 740367404 171,330 93,815 121.03 13 140.00 0.0283
2024-05-06 2024-03-31 13F Preferred Bank COM 740367404 77,515 77,515 6 0.0123
2023-02-08 2022-12-31 13F Preferred Bank COM 740367404 0 -10,100 -100.00 0 -100.00
2022-11-07 2022-09-30 13F/A-1 Preferred Bank COM 740367404 10,100 -56,900 -84.93 659 -85.54 0.0015
2022-11-04 2022-09-30 13F Preferred Bank COM 740367404 67,000 0 4,557 0.0099
2022-08-10 2022-06-30 13F Preferred Bank COM 740367404 67,000 -5,700 -7.84 4,557 -15.39 0.0099
2022-05-12 2022-03-31 13F Preferred Bank COM 740367404 72,700 -38,579 -34.67 5,386 -32.58 0.0099
2022-01-28 2021-12-31 13F Preferred Bank COM 740367404 111,279 -37,700 -25.31 7,989 -19.57 0.0141
2021-11-04 2021-09-30 13F Preferred Bank COM 740367404 148,979 0 0.00 9,933 5.39 0.0180
2021-08-04 2021-06-30 13F Preferred Bank COM 740367404 148,979 -2,800 -1.84 9,425 -2.48 0.0160
2021-04-30 2021-03-31 13F Preferred Bank COM 740367404 151,779 -30,800 -16.87 9,665 4.89 0.0165
2021-02-08 2020-12-31 13F Preferred Bank COM 740367404 182,579 -34,233 -15.79 9,214 32.31 0.0167
2020-10-23 2020-09-30 13F Preferred Bank COM 740367404 216,812 -8,400 -3.73 6,964 -27.83 0.0142
2020-08-05 2020-06-30 13F Preferred Bank COM 740367404 225,212 -16,700 -6.90 9,650 17.96 0.0200
2020-05-07 2020-03-31 13F Preferred Bank COM 740367404 241,912 -9,600 -3.82 8,181 -45.87 0.0198
2020-02-10 2019-12-31 13F Preferred Bank COM 740367404 251,512 -26,800 -9.63 15,113 3.68 0.0236
2019-11-07 2019-09-30 13F Preferred Bank COM 740367404 278,312 -23,290 -7.72 14,577 2.29 0.0241
2019-08-08 2019-06-30 13F/A-1 Preferred Bank COM 740367404 301,602 71,569 31.11 14,250 37.76 0.0230
2019-08-07 2019-06-30 13F Preferred Bank COM 740367404 230,033 0 10,344
2019-05-07 2019-03-31 13F Preferred Bank COM 740367404 230,033 196,547 586.95 10,344 612.89 0.0166
2019-02-05 2018-12-31 13F Preferred Bank COM 740367404 33,486 33,486 1,451 0.0026
2018-08-08 2018-06-30 13F Preferred Bank COM 740367404 0 -17,500 -100.00 0 -100.00
2018-05-04 2018-03-31 13F Preferred Bank COM 740367404 17,500 7,200 69.90 1,123 85.62 0.0018
2018-01-31 2017-12-31 13F Preferred Bank COM 740367404 10,300 0 0.00 605 -2.58 0.0010
2017-11-13 2017-09-30 13F Preferred Bank COM 740367404 10,300 0 0.00 621 12.91 0.0010
2017-08-09 2017-06-30 13F Preferred Bank COM 740367404 10,300 0 0.00 550 -0.36 0.0010
2017-05-01 2017-03-31 13F Preferred Bank COM 740367404 10,300 0 0.00 552 2.41 0.0010
2017-02-07 2016-12-31 13F Preferred Bank COM 740367404 10,300 0 0.00 539 46.47 0.0010
2016-11-07 2016-09-30 13F Preferred Bank COM 740367404 10,300 10,300 368 0.0007
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.