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Preferred Bank/Los Angeles CA

Institutional holders · 13F as of Jun 30, 2026

221 holders

HolderValueShares% of shares
Mitsubishi UFJ Asset Management Co., Ltd.$10.4K98
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11.6K128
ELEVATION WEALTH PARTNERS, LLC$11.8K125
FIFTH THIRD BANCORP$12.0K127
UMB Bank, n.a.$16.6K176
HUNTINGTON NATIONAL BANK$17.5K185
Versant Capital Management, Inc$18.7K198
Rockefeller Capital Management L.P.$19.2K203
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$19.3K213
Caitong International Asset Management Co., Ltd$19.9K211
NBC SECURITIES, INC.$25.9K274
EverSource Wealth Advisors, LLC$28.2K299
Smartleaf Asset Management LLC$46.8K477
Advisors Asset Management, Inc.$48.7K537
GAMMA Investing LLC$51.6K546
MassMutual Private Wealth & Trust, FSB$54.5K601
OSAIC HOLDINGS, INC.$63.0K666
Copeland Capital Management, LLC$79.0K837
Ameritas Investment Partners, Inc.$88.5K976
Kemnay Advisory Services Inc.$90.7K961
T. Rowe Price Investment Management, Inc.$98.7K1,045,682
Clearstead Advisors, LLC$101.2K1,072
Parkside Financial Bank & Trust$111.8K1,184
Ensign Peak Advisors, Inc$122.1K1,293
The PNC Financial Services Group, Inc.$128.1K1,206
Pinnacle Wealth Planning Services, Inc.$131.0K1,233
REXFORD CAPITAL INC$139.8K1,480
LOS ANGELES CAPITAL MANAGEMENT LLC$150.2K1,656
Tower Research Capital LLC (TRC)$197.4K2,090
iSAM Funds (UK) Ltd$206.3K2,185
VOYA INVESTMENT MANAGEMENT LLC$210.4K2,228
Mirabella Financial Services LLP$212.1K2,246
Numerai GP LLC$215.1K2,278
Victory Capital Management, Inc.$217.0K2,042
PRINCETON CAPITAL MANAGEMENT LLC$236.1K2,500
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$237.8K2,622
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$239.4K2,516
Zurcher Kantonalbank (Zurich Cantonalbank)$246.1K2,714
DGS Capital Management, LLC$247.8K2,624
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$254.0K2,801
State of Tennessee, Department of Treasury$259.1K3,021
INTECH INVESTMENT MANAGEMENT LLC$269.3K2,970
Robeco Institutional Asset Management B.V.$273.9K2,901
Police & Firemen's Retirement System of New Jersey$288.8K3,058
Sterling Capital Management LLC$290.1K3,199
ELEVATION POINT WEALTH PARTNERS, LLC$295.7K3,417
Sequoia Financial Advisors, LLC$299.3K3,170
YOUSIF CAPITAL MANAGEMENT, LLC$299.7K3,092
Arizona State Retirement System$328.9K3,095
Connor, Clark & Lunn Investment Management Ltd.$332.2K3,518
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