Preferred Bank
US ˙ NasdaqGS ˙ US7403674044

SecurityPFBC / Preferred Bank
InstitutionBoston Partners
Latest Disclosed Ownership395,947 shares
Latest Disclosed Value $ 35,939,750
Boston Partners reports 19.67% decrease in ownership of PFBC / Preferred Bank

On May 11, 2026 - Boston Partners filed a 13F-HR form disclosing ownership of 395,947 shares of Preferred Bank (US:PFBC) valued at $35,908,433 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 492,907 shares of Preferred Bank. This represents a change in shares of -19.67% during the quarter. The current value of the position is $37,100,234 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 BK LOS ANGELES CA COM NEW 740367404 395,947 -96,960 -19.67 35,940 -22.92 0.0376
2026-02-13 2025-12-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 492,907 -35,619 -6.74 46,625 -2.35 0.0483
2025-11-13 2025-09-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 528,526 -3,559 -0.67 47,747 2.84 0.0490
2025-08-12 2025-06-30 13F/A-1 PREFERRED BK LOS ANGELES CA COM NEW 740367404 532,085 6,963 1.33 46,428 5.55 0.0516
2025-08-07 2025-06-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 532,085 6,963 46,428 0.0213
2025-05-13 2025-03-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 525,122 -4,907 -0.93 43,987 -3.97 0.0532
2025-02-11 2024-12-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 530,029 12,907 2.50 45,806 10.08 0.0557
2024-11-12 2024-09-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 517,122 74,897 16.94 41,613 24.56 0.0491
2024-08-14 2024-06-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 442,225 -20,242 -4.38 33,407 -5.85 0.0415
2024-05-28 2024-03-31 13F/A-1 PREFERRED BK LOS ANGELES CA COM NEW 740367404 462,467 -3,183 -0.68 35,481 4.25 0.0423
2024-05-13 2024-03-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 462,467 -3,183 35,481 0.0176
2024-02-07 2023-12-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 465,650 -19,248 -3.97 34,034 13.39 0.0451
2023-11-08 2023-09-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 484,898 -23,633 -4.65 30,016 4.65 0.0416
2023-08-10 2023-06-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 508,531 -22,897 -4.31 28,682 0.50 0.0386
2023-05-09 2023-03-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 531,428 33,745 6.78 28,540 -22.70 0.0392
2023-02-08 2022-12-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 497,683 197,401 65.74 36,921 83.65 0.0499
2022-11-09 2022-09-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 300,282 13,467 4.70 20,104 2.24 0.0294
2022-08-10 2022-06-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 286,815 5,410 1.92 19,664 -5.02 0.0275
2022-05-10 2022-03-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 281,405 439 0.16 20,704 1.63 0.0251
2022-02-04 2021-12-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 280,966 -1,785 -0.63 20,372 7.44 0.0245
2021-11-05 2021-09-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 282,751 -2,567 -0.90 18,962 5.45 0.0240
2021-08-12 2021-06-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 285,318 -2,284 -0.79 17,982 -2.36 0.0229
2021-05-10 2021-03-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 287,602 287,602 18,416 0.0247
2020-08-12 2020-06-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 0 -227,707 -100.00 0 -100.00
2020-05-13 2020-03-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 227,707 -83,560 -26.85 7,645 -59.13 0.0152
2020-02-06 2019-12-31 13F/A-1 PREFERRED BK LOS ANGELES CA COM NEW 740367404 311,267 -87,370 -21.92 18,704 -10.61 0.0247
2020-02-05 2019-12-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 311,267 -87,370 18,704 10,515.9351
2019-11-20 2019-09-30 13F/A-1 PREFERRED BK LOS ANGELES CA COM NEW 740367404 398,637 -7,876 -1.94 20,923 8.71 0.0283
2019-11-08 2019-09-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 406,855 342 19,477 0.0258
2019-08-26 2019-06-30 13F/A-1 PREFERRED BK LOS ANGELES CA COM NEW 740367404 406,513 -11,697 -2.80 19,247 2.34 0.0252
2019-08-09 2019-06-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 406,513 -11,697 19,247
2019-05-13 2019-03-31 13F/A-1 PREFERRED BK LOS ANGELES CA COM NEW 740367404 418,210 8,683 2.12 18,807 5.94 0.0249
2019-05-03 2019-03-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 418,210 8,683 18,807
2019-02-07 2018-12-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 409,527 181,363 79.49 17,753 33.00 0.0255
2018-11-14 2018-09-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 228,164 -5,721 -2.45 13,348 -7.14 0.0155
2018-08-03 2018-06-30 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 233,885 7,266 3.21 14,374 -1.20 0.0172
2018-05-04 2018-03-31 13F PREFERRED BK LOS ANGELES CA COM NEW 740367404 226,619 226,619 14,549 0.0175
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.