Corient Private Wealth’s Premier Financial Corp. Common Stock PFC Stock Holding History

Corient Private Wealth’s Portfolio PFC Stock Details PFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-31,403	Closed	-$803K	–	2481
2024 Q4	$803K	Buy	31,403 +478	+2%	+$12.5K	﹤0.01%	1404
2024 Q3	$726K	Hold	30,925	–	–	﹤0.01%	1556
2024 Q2	$633K	Sell	30,925 -133	-0.4%	-$2.64K	﹤0.01%	1523
2024 Q1	$630K	Hold	31,058	–	–	﹤0.01%	1510
2023 Q4	$748K	Buy	31,058 +133	+0.4%	+$2.63K	﹤0.01%	1412
2023 Q3	$528K	Hold	30,925	–	–	﹤0.01%	1472
2023 Q2	$495K	Buy	30,925 +671	+2%	+$11K	﹤0.01%	1458
2023 Q1	$627K	Hold	30,254	–	–	﹤0.01%	1288
2022 Q4	$816K	Buy	+30,254	New	+$846K	﹤0.01%	976

Other funds holding PFC

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Corient Private Wealth's PFC Position: Q1 2025 in Review

Corient Private Wealth sold out of Premier Financial Corp. Common Stock (PFC) in Q1 2025, closing a stake of 31,403 shares — an estimated $803K sold.

Corient Private Wealth first reported a position in PFC in Q4 2022 and held it in 9 quarters. The position peaked at $816K in Q4 2022. 2 funds tracked by Wall St. Rank hold PFC as of Q1 2025.

Corient Private Wealth reported no remaining Premier Financial Corp. Common Stock position as of Q1 2025 after selling out during the quarter.
Corient Private Wealth sold 31,403 Premier Financial Corp. Common Stock shares in Q1 2025, an estimated $803K.
Corient Private Wealth first reported a position in Premier Financial Corp. Common Stock in Q4 2022 and held it in 9 quarters.
Corient Private Wealth's Premier Financial Corp. Common Stock position peaked at $816K in Q4 2022.
2 funds tracked by Wall St. Rank held Premier Financial Corp. Common Stock as of Q1 2025.

Based on Corient Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.