PREFERRED BK LOS ANGELES CA COM NEW is a security (CUSIP 740367404) tracked across SEC portfolio filings. 214 institutional managers reported $821.7M on Form 13F as of 2026-06-30; 18 registered fund positions totaling $77.7M via N-PORT as of 2026-05-31.
Showing 15 of 214 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| BlackRock, Inc. | New York, NY | $109.3M | 1,204,923 |
| VANGUARD GROUP INC | Valley Forge, PA | $79.1M | 837,897 |
| STATE STREET CORP | BOSTON, MA | $53.4M | 588,589 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $52.5M | 579,154 |
| Boston Partners | BOSTON, MA | $43.8M | 412,063 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | SAN FRANCISCO, CA | $37.8M | 416,788 |
| AMERICAN CENTURY COMPANIES INC | KANSAS CITY, MO | $36.3M | 400,320 |
| GEODE CAPITAL MANAGEMENT, LLC | BOSTON, MA | $34.1M | 376,150 |
| Nuveen, LLC | CHARLOTTE, NC | $30.2M | 333,462 |
| KENNEDY CAPITAL MANAGEMENT LLC | ST LOUIS, MO | $20.0M | 220,404 |
| MORGAN STANLEY | NEW YORK, NY | $19.2M | 212,217 |
| TWO SIGMA INVESTMENTS, LP | New York, NY | $16.8M | 184,725 |
| HSBC HOLDINGS PLC | LONDON, X0 | $15.6M | 171,757 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $14.8M | 163,449 |
| NORTHERN TRUST CORP | CHICAGO, IL | $13.4M | 147,846 |
Showing 15 of 18 fund positions by value.
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| T. Rowe Price Small-Cap Value Fund, Inc. | T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | $53.2M | 57.66% |
| VANGUARD EXTENDED MARKET INDEX FUND | VANGUARD INDEX FUNDS | $11.4M | 1.40% |
| VANGUARD RUSSELL 2000 INDEX FUND | VANGUARD SCOTTSDALE FUNDS | $5.7M | 3.28% |
| U.S. MICRO CAP PORTFOLIO | DFA INVESTMENT DIMENSIONS GROUP INC | $5.1M | 6.86% |
| ROYCE SMALL-CAP TRUST, INC. | ROYCE SMALL-CAP TRUST, INC. | $2.1M | 9.61% |
| Master Small Cap Index Series | Quantitative Master Series LLC | $1.0M | 2.10% |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF | Goldman Sachs ETF Trust | $817K | 8.29% |
| Angel Oak Financial Strategies Income Term Trust | Angel Oak Financial Strategies Income Term Trust | $805K | 17.66% |
| VANGUARD BALANCED INDEX FUND | VANGUARD VALLEY FORGE FUNDS | $609K | 0.10% |
| BNY Mellon Smallcap Stock Index Fund | BNY MELLON INDEX FUNDS, INC. | $542K | 6.40% |
| CORNERCAP SMALL-CAP VALUE FUND | CORNERCAP GROUP OF FUNDS | $541K | 44.96% |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND | VANGUARD INSTITUTIONAL INDEX FUNDS | $471K | 0.16% |
| Vericimetry U.S. Small Cap Value Fund | VERICIMETRY FUNDS | $297K | 17.64% |
| Longview Advantage ETF | RBB Fund Trust | $157K | 2.40% |
| DWS Small Cap Index VIP | DEUTSCHE DWS INVESTMENTS VIT FUNDS | $149K | 3.55% |