HWAM
PFC

Hennion & Walsh Asset Management’s Premier Financial Corp. Common Stock PFC Stock Holding History

Hennion & Walsh Asset Management’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
-19,621
Closed -$502K – 911
2024
Q4 		$502K Sell
19,621
-5,883
-23% -$153K 0.02% 619
2024
Q3 		$599K Sell
25,504
-417
-2% -$9.89K 0.03% 571
2024
Q2 		$530K Buy
25,921
+358
+1% +$7.12K 0.03% 577
2024
Q1 		$519K Buy
25,563
+2,600
+11% +$54.2K 0.03% 556
2023
Q4 		$553K Sell
22,963
-5,455
-19% -$108K 0.03% 532
2023
Q3 		$485K Buy
28,418
+403
+1% +$7.58K 0.03% 526
2023
Q2 		$449K Buy
28,015
+7,738
+38% +$127K 0.03% 537
2023
Q1 		$420K Buy
20,277
+1,265
+7% +$30.9K 0.03% 545
2022
Q4 		$513K Buy
19,012
+1,501
+9% +$42K 0.03% 496
2022
Q3 		$450K Buy
17,511
+5,263
+43% +$142K 0.03% 503
2022
Q2 		$310K Buy
12,248
+1,192
+11% +$32.2K 0.02% 620
2022
Q1 		$335K Buy
+11,056
New +$340K 0.02% 618

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

Hennion & Walsh Asset Management's PFC Position: Q1 2025 in Review

Hennion & Walsh Asset Management sold out of Premier Financial Corp. Common Stock (PFC) in Q1 2025, closing a stake of 19,621 shares — an estimated $502K sold.

Hennion & Walsh Asset Management first reported a position in PFC in Q1 2022 and held it in 12 quarters. The position peaked at $599K in Q3 2024. 2 funds tracked by Wall St. Rank hold PFC as of Q1 2025.

  • Hennion & Walsh Asset Management reported no remaining Premier Financial Corp. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 19,621 Premier Financial Corp. Common Stock shares in Q1 2025, an estimated $502K.
  • Hennion & Walsh Asset Management first reported a position in Premier Financial Corp. Common Stock in Q1 2022 and held it in 12 quarters.
  • Hennion & Walsh Asset Management's Premier Financial Corp. Common Stock position peaked at $599K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Premier Financial Corp. Common Stock as of Q1 2025.

Based on Hennion & Walsh Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.