LPL Financial’s Premier Financial Corp. Common Stock PFC Stock Holding History

LPL Financial’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	-30,305	Closed	-$775K	–	5556
2024 Q4	$775K	Sell	30,305 -5,790	-16%	-$151K	﹤0.01%	3712
2024 Q3	$848K	Buy	36,095 +20,402	+130%	+$484K	﹤0.01%	3543
2024 Q2	$321K	Buy	+15,693	New	+$312K	﹤0.01%	4215
2022 Q2	–	Sell	-7,030	Closed	-$213K	–	4552
2022 Q1	$213K	Sell	7,030 -1,177	-14%	-$36.2K	﹤0.01%	3802
2021 Q4	$254K	Buy	+8,207	New	+$258K	﹤0.01%	3812

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

LPL Financial's PFC Position: Q1 2025 in Review

LPL Financial sold out of Premier Financial Corp. Common Stock (PFC) in Q1 2025, closing a stake of 30,305 shares — an estimated $775K sold.

LPL Financial first reported a position in PFC in Q4 2021 and held it in 5 quarters. The position peaked at $848K in Q3 2024. 2 funds tracked by Wall St. Rank hold PFC as of Q1 2025.

LPL Financial reported no remaining Premier Financial Corp. Common Stock position as of Q1 2025 after selling out during the quarter.
LPL Financial sold 30,305 Premier Financial Corp. Common Stock shares in Q1 2025, an estimated $775K.
LPL Financial first reported a position in Premier Financial Corp. Common Stock in Q4 2021 and held it in 5 quarters.
LPL Financial's Premier Financial Corp. Common Stock position peaked at $848K in Q3 2024.
2 funds tracked by Wall St. Rank held Premier Financial Corp. Common Stock as of Q1 2025.

Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.