HighTower Advisors’s Preferred Bank PFBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-8,055
Closed -$674K 3927
2025
Q1
$674K Sell
8,055
-2,363
-23% -$205K ﹤0.01% 2234
2024
Q4
$900K Sell
10,418
-272
-3% -$24K ﹤0.01% 2041
2024
Q3
$857K Sell
10,690
-30
-0.3% -$2.4K ﹤0.01% 2019
2024
Q2
$811K Buy
10,720
+7,350
+218% +$556K ﹤0.01% 1980
2024
Q1
$255K Buy
+3,370
New +$244K ﹤0.01% 2804
2014
Q2
Sell
-17,259
Closed -$448K 1685
2014
Q1
$448K Buy
+17,259
New +$393K 0.01% 1015

Other funds holding PFBC

HighTower Advisors's PFBC Position: Q2 2025 in Review

HighTower Advisors sold out of Preferred Bank (PFBC) in Q2 2025, closing a stake of 8,055 shares — an estimated $674K sold.

HighTower Advisors first reported a position in PFBC in Q1 2014 and held it in 6 quarters. The position peaked at $900K in Q4 2024. 209 funds tracked by Wall St. Rank hold PFBC as of Q2 2025.

  • HighTower Advisors reported no remaining Preferred Bank position as of Q2 2025 after selling out during the quarter.
  • HighTower Advisors sold 8,055 Preferred Bank shares in Q2 2025, an estimated $674K.
  • HighTower Advisors first reported a position in Preferred Bank in Q1 2014 and held it in 6 quarters.
  • HighTower Advisors's Preferred Bank position peaked at $900K in Q4 2024.
  • 209 funds tracked by Wall St. Rank held Preferred Bank as of Q2 2025.

Based on HighTower Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.