Stock ownership · SEC 13F · Q4 2025

PREFERRED BK LOS ANGELES CA COM NEW

A breakdown of PREFERRED BK LOS ANGELES CA COM NEW's institutional base (CUSIP 740367404): the holders, the concentration among them, and what changed last quarter.

$248K
Reported value
1
Institutions
100%
Top-5 share

The verdict

$248K of PREFERRED BK LOS ANGELES CA COM NEW is reported by 1 institutions as of Q4 2025; ownership is held overwhelmingly by a small core of institutions.

1
institutions hold it
$248K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 740367404 · Q4 2025 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-FULL

  • VALUE-TRACE $0.2M
  • HOLDERS-FOCUS 1 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 1 new
  • BOOK-FULL 8Q history

Read with: Ownership concentration guide - PREFERRED BK LOS ANGELES CA COM NEW's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a PREFERRED BK LOS ANGELES CA COM NEW position has fallen from 2 to 1 over the last 8 quarters of 13F filings.

0.511.522.5 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 1
Distinct 13F filers holding PREFERRED BK LOS ANGELES CA COM NEW, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 DGS Capital Management, LLC 2,624 $248K 100.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among PREFERRED BK LOS ANGELES CA COM NEW's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

Frequently Asked Questions

How many institutions hold PREFERRED BK LOS ANGELES CA COM NEW?
PREFERRED BK LOS ANGELES CA COM NEW is held by 1 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of PREFERRED BK LOS ANGELES CA COM NEW?
Institutions report $248K of PREFERRED BK LOS ANGELES CA COM NEW as of Q4 2025.
How concentrated is ownership of PREFERRED BK LOS ANGELES CA COM NEW?
The top five institutional holders account for 100% of the reported institutional value in PREFERRED BK LOS ANGELES CA COM NEW, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of PREFERRED BK LOS ANGELES CA COM NEW?
DGS Capital Management, LLC is the largest reported holder of PREFERRED BK LOS ANGELES CA COM NEW with $248K across 2,624 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.