EWA
PFC

EverSource Wealth Advisors’s Premier Financial Corp. Common Stock PFC Stock Holding History

EverSource Wealth Advisors’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
-563
Closed -$14.4K – 4198
2024
Q4 		$14.4K Buy
563
+13
+2% +$339 ﹤0.01% 1812
2024
Q3 		$12.9K Hold
550
– – ﹤0.01% 1728
2024
Q2 		$13.9K Hold
550
– – ﹤0.01% 1686
2024
Q1 		$10.7K Hold
550
– – ﹤0.01% 1657
2023
Q4 		$13.3K Sell
550
-117
-18% -$2.31K ﹤0.01% 1434
2023
Q3 		$11.4K Buy
667
+147
+28% +$2.76K ﹤0.01% 1369
2023
Q2 		$8.33K Buy
+520
New +$8.55K ﹤0.01% 1524

Other funds holding PFC

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

EverSource Wealth Advisors's PFC Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of Premier Financial Corp. Common Stock (PFC) in Q1 2025, closing a stake of 563 shares — an estimated $14.4K sold.

EverSource Wealth Advisors first reported a position in PFC in Q2 2023 and held it in 7 quarters. The position peaked at $14.4K in Q4 2024. 2 funds tracked by Wall St. Rank hold PFC as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining Premier Financial Corp. Common Stock position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 563 Premier Financial Corp. Common Stock shares in Q1 2025, an estimated $14.4K.
  • EverSource Wealth Advisors first reported a position in Premier Financial Corp. Common Stock in Q2 2023 and held it in 7 quarters.
  • EverSource Wealth Advisors's Premier Financial Corp. Common Stock position peaked at $14.4K in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Premier Financial Corp. Common Stock as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.