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Thurston Springer Miller Herd & Titak’s Preferred Bank PFBC Stock Holding History

Thurston Springer Miller Herd & Titak’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
-22
Closed -$1.9K – 1133
2025
Q2 		$1.9K Hold
22
– – ﹤0.01% 1427
2025
Q1 		$1.84K Sell
22
-92
-81% -$7.97K ﹤0.01% 1451
2024
Q4 		$9.85K Buy
114
+94
+470% +$8.3K ﹤0.01% 890
2024
Q3 		$1.6K Hold
20
– – ﹤0.01% 1361
2024
Q2 		$1.51K Buy
+20
New +$1.51K ﹤0.01% 1341

Other funds holding PFBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's PFBC Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of Preferred Bank (PFBC) in Q3 2025, closing a stake of 22 shares — an estimated $1.9K sold.

Thurston Springer Miller Herd & Titak first reported a position in PFBC in Q2 2024 and held it in 5 quarters. The position peaked at $9.85K in Q4 2024. 213 funds tracked by Wall St. Rank hold PFBC as of Q3 2025.

  • Thurston Springer Miller Herd & Titak reported no remaining Preferred Bank position as of Q3 2025 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 22 Preferred Bank shares in Q3 2025, an estimated $1.9K.
  • Thurston Springer Miller Herd & Titak first reported a position in Preferred Bank in Q2 2024 and held it in 5 quarters.
  • Thurston Springer Miller Herd & Titak's Preferred Bank position peaked at $9.85K in Q4 2024.
  • 213 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.