Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Preferred Bk Los Angeles Ca (PFBC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -10
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — PFBC

Based on 202 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PFBC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
202 funds currently hold this stock — 93% of the 3.0-year high of 217 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
15 fewer hedge funds hold PFBC compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 48% buying

98 buying107 selling
Last quarter: 107 funds reduced or exited vs 98 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.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 16 → 25 → 28 → 22. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 18% medium ■ 11% new
143 out of 202 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.
💎

Buying through price weakness — shares +4%, value -11%

Value
-11%
Shares
+3%
Last quarter: funds added +4% more shares while total portfolio value only changed -11%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

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

Veteran-anchored — 74% veterans vs 13% newcomers

■ 74% veterans ■ 12% 1-2yr ■ 13% new
Entry-cohort mix of 203 holders: 151 (74%) are 2+ year veterans, 25 entered 1–2 years ago, and 27 (13%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
46 of 202 holders are among the 100 largest funds by AUM, controlling 46% 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.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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.

Institutional Sentiment Summary — PFBC

In 2026 Q1, 98 hedge funds were net buyers of PFBC (22 opened a new position, 76 added to an existing one), while 107 reduced or exited (75 trimmed, 32 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 46% of total institutional value in PFBC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -10 funds (more exits than new entries). Total institutional holders: 202.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Preferred Bk Los Angeles Ca (PFBC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PFBC has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
PFBC
+12.2%
XLF
+8.8%

PFBC outperformed XLF by +3.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
PFBC
+12.5%
XLF
+5.1%

Since the filing became public, PFBC outperformed XLF by +7.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 0 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: PFBC
201 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 201 212 -5.19%
13F Shares 10M 10M 3.8%
Total Value $817M $922M -11.37%
New Positions 21 28 -7
Increased Positions 76 65 +11
Closed Positions 32 26 +6
Reduced Positions 75 86 -11
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PFBC

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

201 + investors

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

QUARTER:
Top 25 PFBC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stieven Capital Advisors, L.P. 2.38% 122,621 $11.1M
2 Kestrel Investment Management Corp 2.15% 39,750 $3.6M
3 Angel Oak Capital Advisors, LLC 1.56% 15,500 $1.4M
4 Maltese Capital Management LLC 1.49% 83,263 $7.6M
5 Phocas Financial Corp. 1.45% 101,657 $9.2M
6 De Lisle Partners LLP 0.61% 56,179 $5.1M
7 SummerHaven Investment Management, LLC 0.45% 8,016 $727K
8 Kennedy Capital Management LLC 0.42% 220,404 $20.0M
9 Dana Investment Advisors, Inc. 0.21% 79,421 $7.2M
10 AlphaQuest LLC 0.12% 21,767 $2.1M
11 Globeflex Capital L P 0.11% 8,280 $751K
12 Rexford Capital Inc 0.09% 1,459 $132K
13 Denali Advisors LLC 0.09% 8,816 $800K
14 Unison Advisors LLC 0.07% 10,743 $974K
15 Quantbot Technologies LP 0.07% 19,335 $1.8M
16 Intrust Bank NA 0.06% 8,689 $788K
17 WINTON GROUP Ltd 0.05% 14,201 $1.3M
18 Hennion & Walsh Asset Management, Inc. 0.04% 14,321 $1.3M
19 Two Sigma Securities, LLC 0.04% 4,113 $373K
20 Hotchkis & Wiley Capital Management LLC 0.04% 141,315 $12.8M
21 Boston Partners 0.04% 395,947 $35.9M
22 Mirabella Financial Services LLP 0.04% 4,331 $393K
23 Y-Intercept (Hong Kong) Ltd 0.04% 20,539 $1.9M
24 Infrastructure Capital Advisors, LLC 0.03% 5,513 $500K
25 XTX Topco Ltd 0.03% 20,102 $1.8M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PFBC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PFBC?

More sellers than buyers — 48% buying: Last quarter: 107 funds reduced or exited vs 98 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 — 46% AUM from top-100 funds: 46 of 202 holders are among the 100 largest funds by AUM, controlling 46% 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?

71% of holders stayed for 2+ years: 143 out of 202 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.

Is it too late to buy Preferred Bk Los Angeles Ca (PFBC) following the 2026 Q1 hedge fund 13F filings?

As of today, PFBC has moved +12.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of +7.4%. Since the quarter end (March 31, 2026), PFBC has gained +12.2% vs +8.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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