First Horizon Advisors’s Preferred Bank PFBC Stock Holding History

First Horizon Advisors’s Portfolio PFBC Stock Details PFBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-19	Closed	-$1.59K	–	2456
2025 Q1	$1.59K	Hold	19	–	–	﹤0.01%	2043
2024 Q4	$1.64K	Hold	19	–	–	﹤0.01%	2027
2024 Q3	$1.52K	Hold	19	–	–	﹤0.01%	2062
2024 Q2	$1.43K	Hold	19	–	–	﹤0.01%	2059
2024 Q1	$1.46K	Hold	19	–	–	﹤0.01%	2098
2023 Q4	$1.39K	Hold	19	–	–	﹤0.01%	2124
2023 Q3	$1.18K	Sell	19 -24	-56%	-$1.5K	﹤0.01%	2145
2023 Q2	$2.36K	Hold	43	–	–	﹤0.01%	2027
2023 Q1	$2.36K	Hold	43	–	–	﹤0.01%	2053
2022 Q4	$3.21K	Hold	43	–	–	﹤0.01%	1923
2022 Q3	$2K	Hold	43	–	–	﹤0.01%	2024
2022 Q2	$2K	Sell	43 -215	-83%	-$14.7K	﹤0.01%	2112
2022 Q1	$19K	Buy	+258	New	+$20K	﹤0.01%	907

Other funds holding PFBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Horizon Advisors's PFBC Position: Q2 2025 in Review

First Horizon Advisors sold out of Preferred Bank (PFBC) in Q2 2025, closing a stake of 19 shares — an estimated $1.59K sold.

First Horizon Advisors first reported a position in PFBC in Q1 2022 and held it in 13 quarters. The position peaked at $19K in Q1 2022. 209 funds tracked by Wall St. Rank hold PFBC as of Q2 2025.

First Horizon Advisors reported no remaining Preferred Bank position as of Q2 2025 after selling out during the quarter.
First Horizon Advisors sold 19 Preferred Bank shares in Q2 2025, an estimated $1.59K.
First Horizon Advisors first reported a position in Preferred Bank in Q1 2022 and held it in 13 quarters.
First Horizon Advisors's Preferred Bank position peaked at $19K in Q1 2022.
209 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.