Cross-institution positioning
Aug 7, 2026Reduction leaning. 1 accumulating, 2 reducing, 2 exited across 5 comparable institutions.
Source: Schedule 13 researchPFBC Institutional Ownership
Preferred Bank
Latest stored close $103.03 as of Oct 7, 2026 View live quote ↗
STOCKNODE Outlook
Sell
31/100
6 tracked · 5 comparable
Latest filing
Aug 7, 2026
Positive breadth
2 positive · 4 negative
Recent close
$103.03
Research confidence
Limited
Institutional Research 24/100 · 1 accumulating · 4 reducing / exited
Ownership history
Reported ownership % history
Latest filing Aug 7, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating1
Newly reported1
Reducing / exited
4
52-week position
—
Institutional Intelligence
Why STOCKNODE says Sell
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Sell 31/100
Confidence:Limited
Why this signal
- 1 tracked institution accumulating versus 4 reducing/exited.
- 1 tracked institution recently reversed from reducing to accumulating.
Institutional
31/100
Quarterly 13F activity
Jun 30, 20261 increased/new, 1 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsPrice context
Sep 15, 2026Recent close is 79% through its reported 52-week range; +13.5% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Initial Schedule 13G from State Street.
Filed Aug 7, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Aug 7, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
T. Rowe Price Investment Management
Filed Nov 14, 2024
Direction locked
State Street
Filed Aug 7, 2026
Direction locked
Vanguard Group
Filed Mar 30, 2026
Direction locked
BlackRock
Filed Jan 24, 2024
Direction locked
Dimensional Fund Advisors
Filed Apr 15, 2025
Direction locked
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
T. Rowe Price Investment Management
Filed Nov 14, 2024
State Street
Filed Aug 7, 2026
Vanguard Group
Filed Mar 30, 2026
BlackRock
Filed Jan 24, 2024
Dimensional Fund Advisors
Filed Apr 15, 2025
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$105.81
View live quote ↗
52-week low
$81.50
Jan 26, 2026
52-week high
$112.26
Jul 1, 2026
Below 52-week high
5.7%
1W return
+3.3%
1M return
-1.9%
3M return
+5.5%
6M return
+18.9%
YTD return
+12.1%
1Y return
+13.5%
30-day volatility
17.7%
90-day volatility
19.8%
1Y max drawdown
-19.3%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 20 filing(s) · 17 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| State Street CIK0000093751 | Jun 30, 2026 observed Aug 7, 2026 filed · 38d Initial Schedule 13G | Initial Schedule 13G | 646.2K | 5.50% | $106.26 | $105.76 | $103.03 |
| Vanguard Group CIK0000102909 | Mar 13, 2026 observed Mar 30, 2026 filed · 17d Schedule 13G amendment | Reported reduction | 11 -857.1K | 12.00% +5.69 pts | $89.00 | $89.81 | $103.03 |
| Dimensional Fund Advisors CIK0000354204 | Mar 31, 2025 observed Apr 15, 2025 filed · 15d Schedule 13G amendment | Exit below reporting threshold | 633.7K -40.6K | 4.70% -0.30 pts | $83.66 | $79.04 | $103.03 |
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