Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PREFERRED BK LOS ANGELES CA (PFBC)

203 + Investors. Track Smart Money conviction in PFBC. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
45%

Smart Money Signals — PFBC

Based on 203 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added PFBC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
203 hedge funds hold PFBC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding PFBC is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 45% buying

90 buying108 selling
Last quarter: 108 funds reduced or exited vs 90 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~28 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 22 → 16 → 25 → 28. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

67% conviction (2yr+) 19% medium 14% new
136 out of 203 hedge funds have held PFBC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

19 → 22 → 16 → 25 → 28 new funds/Q
New funds entering each quarter: 22 → 16 → 25 → 28. A growing number of institutions are discovering PFBC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 72% of holders stayed 2+ years

72% veterans 12% 1-2yr 16% new
Of 203 current holders: 146 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
35 of 203 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in PFBC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: PFBC

How many hedge funds hold PFBC — quarterly history vs. share price
Quarterly hedge fund ownership of PFBC vs. share price

Market Analysis: PFBC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PFBC

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

34 top-rated funds 0 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: PFBC
2026 Q1 Stats Unlock in 18 days 203 + Investors

Track Smart Money conviction in PFBC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 203 200 1.5%
13F Shares 10M 10M -5.9%
Total Value $918M $934M -1.67%
New Positions 28 25 +3
Increased Positions 62 71 -9
Closed Positions 25 20 +5
Reduced Positions 83 84 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PFBC

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Institutional Holders (2026 Q1)

203 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PFBC. Verified SEC 13F-HR filings.

Top 25 institutional holders of PFBC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Phocas Financial Corp. 1.45% 101,657 $9.2M
2 SummerHaven Investment Management, LLC 0.45% 8,016 $727K
3 AlphaQuest LLC 0.12% 21,767 $2.1M
4 REXFORD CAPITAL INC 0.09% 1,459 $132K
5 Unison Advisors LLC 0.07% 10,743 $974K
6 Y-Intercept (Hong Kong) Ltd 0.04% 20,539 $1.9M
7 WEDGE CAPITAL MANAGEMENT L L P/NC 0.02% 9,953 $903K
8 EXCHANGE TRADED CONCEPTS, LLC 0.01% 15,601 $1.4M
9 ProShare Advisors LLC 0.01% 71,687 $6.5M
10 HSBC HOLDINGS PLC 0.01% 171,757 $15.6M
11 Louisiana State Employees Retirement System 0.01% 5,000
12 ELEVATION POINT WEALTH PARTNERS, LLC 0.01% 3,437 $312K
13 State of Alaska, Department of Revenue 0.01% 6,268
14 Sterling Capital Management LLC 0.01% 3,199 $290K
15 ELEVATION WEALTH PARTNERS, LLC 0.00% 126 $11K
16 YOUSIF CAPITAL MANAGEMENT, LLC 0.00% 3,032 $275K
17 OREGON PUBLIC EMPLOYEES RETIREMENT FUND 0.00% 2,622 $238K
18 KLP KAPITALFORVALTNING AS 0.00% 6,700 $608K
19 Police & Firemen's Retirement System of New Jersey 0.00% 3,058 $277K
20 GAMMA Investing LLC 0.00% 538 $49K
21 NBC SECURITIES, INC. 0.00% 274 $25K
22 Arizona State Retirement System 0.00% 3,183 $289K
23 Versant Capital Management, Inc 0.00% 181 $16K
24 Sequoia Financial Advisors, LLC 0.00% 3,184 $289K
25 MassMutual Private Wealth & Trust, FSB 0.00% 601 $55K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PREFERRED BK LOS ANGELES CA (PFBC)

What does the Smart Money Trend signal show for PFBC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added PFBC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PFBC?

More sellers than buyers — 45% buying: Last quarter: 108 funds reduced or exited vs 90 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PFBC holders?

Elite ownership — 53% AUM from top-100 funds: 35 of 203 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in PFBC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PFBC?

67% of holders stayed for 2+ years: 136 out of 203 hedge funds have held PFBC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.