Hazlett, Burt & Watson’s Preferred Bank PFBC Stock Holding History

Hazlett, Burt & Watson’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 Q3	–	Sell	-4	Closed	–	–	912
2025 Q2	$0	Hold	4	–	–	﹤0.01%	848
2025 Q1	$0	Buy	+4	New	+$347	﹤0.01%	827

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Hazlett, Burt & Watson's PFBC Position: Q3 2025 in Review

Hazlett, Burt & Watson sold out of Preferred Bank (PFBC) in Q3 2025, closing a stake of 4 shares.

Hazlett, Burt & Watson first reported a position in PFBC in Q1 2025 and held it in 2 quarters. The position peaked at $0 in Q2 2025. 213 funds tracked by Wall St. Rank hold PFBC as of Q3 2025.

Hazlett, Burt & Watson reported no remaining Preferred Bank position as of Q3 2025 after selling out during the quarter.
Hazlett, Burt & Watson sold 4 Preferred Bank shares in Q3 2025.
Hazlett, Burt & Watson first reported a position in Preferred Bank in Q1 2025 and held it in 2 quarters.
Hazlett, Burt & Watson's Preferred Bank position peaked at $0 in Q2 2025.
213 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2025, filed 4 Nov 2025.