Preferred Bank
US ˙ NasdaqGS ˙ US7403674044

SecurityPFBC / Preferred Bank
InstitutionAlps Advisors Inc
Latest Disclosed Ownership5,566 shares
Latest Disclosed Value $ 504,781
Alps Advisors Inc reports 13.22% increase in ownership of PFBC / Preferred Bank

On May 8, 2026 - Alps Advisors Inc filed a 13F-HR form disclosing ownership of 5,566 shares of Preferred Bank (US:PFBC) valued at $504,781 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 4,916 shares of Preferred Bank. This represents a change in shares of 13.22% during the quarter. The current value of the position is $521,534 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)
2026-05-08 2026-03-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 5,566 650 13.22 505 8.62 0.0024
2026-02-12 2025-12-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 4,916 54 1.11 464 5.69 0.0027
2025-11-05 2025-09-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 4,862 428 9.65 439 14.62 0.0024
2025-08-11 2025-06-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 4,434 54 1.23 384 4.64 0.0022
2025-04-30 2025-03-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 4,380 -50 -1.13 366 -4.19 0.0021
2025-02-13 2024-12-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 4,430 0 0.00 383 7.61 0.0024
2024-11-12 2024-09-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 4,430 -257 -5.48 356 0.57 0.0024
2024-08-13 2024-06-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 4,687 -26 -0.55 354 -2.22 0.0024
2024-05-14 2024-03-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 4,713 -404 -7.90 362 -3.22 0.0026
2024-02-14 2023-12-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 5,117 -291 -5.38 374 11.01 0.0029
2023-11-14 2023-09-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 5,408 306 6.00 337 20.00 0.0028
2023-08-14 2023-06-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 5,102 40 0.79 281 1.08 0.0024
2023-05-10 2023-03-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 5,062 381 8.14 277 -20.63 0.0025
2023-02-14 2022-12-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 4,681 -19 -0.40 349 13.68 0.0031
2022-11-14 2022-09-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 4,700 4,700 307 0.0029
2022-05-13 2022-03-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 0 -6,073 -100.00 0 -100.00
2022-02-09 2021-12-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 6,073 77 1.28 436 9.00 0.0049
2021-11-15 2021-09-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 5,996 757 14.45 400 20.85 0.0039
2021-08-11 2021-06-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 5,239 0 0.00 331 -0.90 0.0029
2021-05-07 2021-03-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 5,239 -2,574 -32.95 334 -15.23 0.0033
2021-02-03 2020-12-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 7,813 -237 -2.94 394 52.12 0.0044
2020-11-05 2020-09-30 13F/A-1 PREFERRED BK LOS ANGELES CA COM NEW 740367404 8,050 2,090 35.07 259 1.57 0.0038
2020-11-04 2020-09-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 8,050 2,090 259 3,319.3953
2020-08-05 2020-06-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 5,960 -661 -9.98 255 13.84 0.0034
2020-05-06 2020-03-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 6,621 37 0.56 224 -43.43 0.0035
2020-02-07 2019-12-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 6,584 -286 -4.16 396 10.00 0.0031
2019-11-04 2019-09-30 13F PREFERRED BANK COMMON STOCK 740367404 6,870 -978 -12.46 360 -2.96 0.0028
2019-08-07 2019-06-30 13F PREFERRED BANK COMMON STOCK 740367404 7,848 -414 -5.01 371 -0.27 0.0027
2019-05-01 2019-03-31 13F PREFERRED BANK COMMON STOCK 740367404 8,262 558 7.24 372 11.38 0.0026
2019-02-04 2018-12-31 13F PREFERRED BANK COMMON STOCK 740367404 7,704 -384 -4.75 334 -29.39 0.0026
2018-10-25 2018-09-30 13F PREFERRED BANK COMMON STOCK 740367404 8,088 1,161 16.76 473 11.03 0.0031
2018-08-02 2018-06-30 13F/A-2 Preferred Bank COMMON STOCK 740367404 6,927 -328 -4.52 426 -8.58 0.0028
2018-07-31 2018-06-30 13F/A-1 Preferred Bank COMMON STOCK 740367404 8,944 2,017 526 0.0034
2018-07-25 2018-06-30 13F Preferred Bank COMMON STOCK 740367404 8,944 1,689 526
2018-05-01 2018-03-31 13F Preferred Bank COMMON STOCK 740367404 7,255 -1,689 -18.88 466 -11.41 0.0037
2018-02-20 2017-12-31 13F/A-1 Preferred Bank COMMON STOCK 740367404 8,944 1 0.01 526 -2.59 0.0036
2018-02-05 2017-12-31 13F Preferred Bank COMMON STOCK 740367404 8,944 1 526
2017-11-03 2017-09-30 13F Preferred Bank COMMON STOCK 740367404 8,943 90 1.02 540 14.16 0.0038
2017-08-03 2017-06-30 13F Preferred Bank COMMON STOCK 740367404 8,853 23 0.26 473 -0.21 0.0033
2017-05-12 2017-03-31 13F Preferred Bank COMMON STOCK 740367404 8,830 8,830 474 0.0033
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.