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Preferred Bank/Los Angeles CA

Institutional holders · 13F as of Dec 31, 2025

221 holders

HolderValueShares% of shares
T. Rowe Price Investment Management, Inc.$98.7K1,045,682—
Kemnay Advisory Services Inc.$90.7K961—
Ameritas Investment Partners, Inc.$88.5K976—
Copeland Capital Management, LLC$79.0K837—
OSAIC HOLDINGS, INC.$63.0K666—
MassMutual Private Wealth & Trust, FSB$54.5K601—
GAMMA Investing LLC$51.6K546—
Advisors Asset Management, Inc.$48.7K537—
Smartleaf Asset Management LLC$46.8K477—
EverSource Wealth Advisors, LLC$28.2K299—
NBC SECURITIES, INC.$25.9K274—
Caitong International Asset Management Co., Ltd$19.9K211—
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$19.3K213—
Rockefeller Capital Management L.P.$19.2K203—
Versant Capital Management, Inc$18.7K198—
HUNTINGTON NATIONAL BANK$17.5K185—
UMB Bank, n.a.$16.6K176—
FIFTH THIRD BANCORP$12.0K127—
ELEVATION WEALTH PARTNERS, LLC$11.8K125—
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11.6K128—
Mitsubishi UFJ Asset Management Co., Ltd.$10.4K98—
ASSETMARK, INC$7.7K85—
Eurizon Capital SGR S.p.A.$6.5K69—
QUADRANT CAPITAL GROUP LLC$4.3K46—
NISA INVESTMENT ADVISORS, LLC$4.3K46—
Salomon & Ludwin, LLC$4.2K39—
T. Rowe Price Associates, Inc.$3.8K40,120—
KESTREL INVESTMENT MANAGEMENT CORP$3.8K40,050—
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$3.8K40—
IFP Advisors, Inc$3.2K34—
Fortitude Family Office, LLC$2.8K30—
Arax Advisory Partners$2.7K28—
US BANCORP \DE$2.6K28—
Parallel Advisors, LLC$2.6K27—
HRT FINANCIAL LP$2.1K22,531—
Aster Capital Management (DIFC) Ltd$2.1K22—
ROTHSCHILD INVESTMENT LLC$1.9K20—
Jackson Creek Investment Advisors LLC$1.8K18,574—
JONES FINANCIAL COMPANIES LLLP$1.6K17—
Sound Income Strategies, LLC$1.6K16—
Bruce G. Allen Investments, LLC$1.5K16—
Quarry LP$1.5K16—
Glen Eagle Advisors, LLC$1.4K15—
Virtu Financial LLC$1.2K12,345—
NEW YORK STATE TEACHERS RETIREMENT SYSTEM$1.0K11,079—
CANADA LIFE ASSURANCE Co$99110,938—
LSV ASSET MANAGEMENT$8899,800—
Farther Finance Advisors, LLC$8509—
True Wealth Design, LLC$8509—
CWM, LLC$7998,462—
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