Public ownership evidence

Preferred Bank (PFBC) Ownership Disclosures

Read PFBC insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Preferred Bank: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Advisors Asset Management, Inc.
Report period
2020-06-30
Available
2026-08-28
Reported shares
35
Value (USD)
$1,500
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001999371-26-018935
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PFBC fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PFBC fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Advisors Asset Management, Inc.2020-06-302026-08-2835$1,500None
Advisors Asset Management, Inc.2020-06-302026-08-281,046$44,821None
Corient Private Wealth LP2026-06-302026-08-288,229$874,415None
Advisors Asset Management, Inc.2025-03-312026-08-274,149$347,105None
Advisors Asset Management, Inc.2020-12-312026-08-27247$12,000None
Advisors Asset Management, Inc.2020-09-302026-08-27585$18,790None
Advisors Asset Management, Inc.2025-09-302026-08-272,926$264,481None
Advisors Asset Management, Inc.2019-12-312026-08-2635$2,103None
Advisors Asset Management, Inc.2019-12-312026-08-262,355$141,512None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-03-312026-08-268,513$772,044None
Advisors Asset Management, Inc.2025-06-302026-08-254,226$365,739None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2512,336$1,310,823None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-251,310,823$12,336,000None
Advisors Asset Management, Inc.2024-09-302026-08-221,906$152,957None
Advisors Asset Management, Inc.2024-06-302026-08-22648$48,918None
Advisors Asset Management, Inc.2024-12-312026-08-223,381$292,051None
Advisors Asset Management, Inc.2025-12-312026-08-221,406$132,769None
Advisors Asset Management, Inc.2020-03-312026-08-221,513$51,170None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-203,617$384,342None
Advisors Asset Management, Inc.2019-03-312026-08-1935$1,574None
Advisors Asset Management, Inc.2019-03-312026-08-197,434$334,307None
Advisors Asset Management, Inc.2019-09-302026-08-1935$1,833None
Advisors Asset Management, Inc.2019-09-302026-08-194,005$209,782None
Advisors Asset Management, Inc.2019-06-302026-08-1935$1,654None
Advisors Asset Management, Inc.2019-06-302026-08-195,986$282,839None
Ensign Peak Advisors, Inc2026-03-312026-08-191,293$117,262None
Ensign Peak Advisors, Inc2025-12-312026-08-191,293$122,098None
Ensign Peak Advisors, Inc2025-09-302026-08-193,843$347,369None
Corient Private Wealth LP2026-06-302026-08-187,395$785,794None
Empowered Funds, LLC2026-06-302026-08-181,985$210,926None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-18232$24,652None
DARK FOREST CAPITAL MANAGEMENT LP2026-06-302026-08-155,809$617,264None
SEI INVESTMENTS CO2026-06-302026-08-1514,018$1,489,553None
SEI INVESTMENTS CO2026-06-302026-08-15430$45,720None
Glen Eagle Advisors, LLC2026-06-302026-08-1515$1,591None
Rafferty Asset Management, LLC2026-06-302026-08-159,259$983,861None
Quarry LP2026-06-302026-08-1531$3,294None
T. Rowe Price Investment Management, Inc.2026-06-302026-08-151,077,055$114,448,000None
CSM Advisors, LLC2026-06-302026-08-1555,500$5,896,000None
Militia Capital Partners, LP2024-12-312026-08-152,500$215,950None
XTX Topco Ltd2026-06-302026-08-1520,736$2,203,407None
Aquatic Capital Management LLC2026-06-302026-08-153,152$334,932None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15439,652$46,717,422None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15439,652$46,717,422None
Qube Research & Technologies Ltd2026-06-302026-08-1596,660$10,271,092None
OSAIC HOLDINGS, INC.2026-06-302026-08-154$425None
OSAIC HOLDINGS, INC.2026-06-302026-08-15626$66,546None
Squarepoint Ops LLC2026-06-302026-08-1512,898$1,370,541None
Trexquant Investment LP2026-06-302026-08-1517,513$1,860,931None
MetLife Investment Management, LLC2026-06-302026-08-156,706$712,580None

90-day public filing window, up to 50 source positions.

Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗VIRGINIA RETIREMENT SYSTEMS ET Al ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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