Creative Planning
PFC

Creative Planning’s Premier Financial Corp. Common Stock PFC Stock Holding History

Creative Planning’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
-57,735
Closed -$1.48M – 3777
2024
Q4 		$1.48M Buy
57,735
+11,314
+24% +$295K ﹤0.01% 1343
2024
Q3 		$1.09M Buy
46,421
+2,500
+6% +$59.3K ﹤0.01% 1452
2024
Q2 		$899K Buy
43,921
+3,345
+8% +$66.5K ﹤0.01% 1485
2024
Q1 		$824K Buy
40,576
+1,868
+5% +$38.9K ﹤0.01% 1475
2023
Q4 		$933K Buy
38,708
+1,768
+5% +$34.9K ﹤0.01% 1271
2023
Q3 		$630K Buy
36,940
+2,494
+7% +$46.9K ﹤0.01% 1410
2023
Q2 		$552K Buy
34,446
+8,550
+33% +$141K ﹤0.01% 1486
2023
Q1 		$537K Buy
25,896
+1,363
+6% +$33.3K ﹤0.01% 1420
2022
Q4 		$662K Buy
24,533
+16,058
+189% +$449K ﹤0.01% 1269
2022
Q3 		$218K Sell
8,475
-15,219
-64% -$411K ﹤0.01% 1852
2022
Q2 		$600K Buy
23,694
+15,274
+181% +$412K ﹤0.01% 1216
2022
Q1 		$255K Buy
+8,420
New +$259K ﹤0.01% 1740
2016
Q3 		– Sell
-30
Closed -$1K – 4765
2016
Q2 		$1K Hold
30
– – ﹤0.01% 4235
2016
Q1 		$1K Sell
30
-30
-50% -$574 ﹤0.01% 4191
2015
Q4 		$1K Buy
+60
New +$1.17K ﹤0.01% 4270

Other funds holding PFC

IA
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

Creative Planning's PFC Position: Q1 2025 in Review

Creative Planning sold out of Premier Financial Corp. Common Stock (PFC) in Q1 2025, closing a stake of 57,735 shares — an estimated $1.48M sold.

Creative Planning first reported a position in PFC in Q4 2015 and held it in 15 quarters. The position peaked at $1.48M in Q4 2024. 2 funds tracked by Wall St. Rank hold PFC as of Q1 2025.

  • Creative Planning reported no remaining Premier Financial Corp. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 57,735 Premier Financial Corp. Common Stock shares in Q1 2025, an estimated $1.48M.
  • Creative Planning first reported a position in Premier Financial Corp. Common Stock in Q4 2015 and held it in 15 quarters.
  • Creative Planning's Premier Financial Corp. Common Stock position peaked at $1.48M in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Premier Financial Corp. Common Stock as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.