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

Private Wealth Management Group’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	-95	Closed	-$2.43K	–	1608
2024 Q4	$2.43K	Hold	95	–	–	﹤0.01%	1011
2024 Q3	$2.23K	Hold	95	–	–	﹤0.01%	1016
2024 Q2	$1.94K	Hold	95	–	–	﹤0.01%	1058
2024 Q1	$1.93K	Hold	95	–	–	﹤0.01%	986
2023 Q4	$2.29K	Buy	+95	New	+$1.88K	﹤0.01%	928

Other funds holding PFC

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

Private Wealth Management Group's PFC Position: Q1 2025 in Review

Private Wealth Management Group sold out of Premier Financial Corp. Common Stock (PFC) in Q1 2025, closing a stake of 95 shares — an estimated $2.43K sold.

Private Wealth Management Group first reported a position in PFC in Q4 2023 and held it in 5 quarters. The position peaked at $2.43K in Q4 2024. 2 funds tracked by Wall St. Rank hold PFC as of Q1 2025.

Private Wealth Management Group reported no remaining Premier Financial Corp. Common Stock position as of Q1 2025 after selling out during the quarter.
Private Wealth Management Group sold 95 Premier Financial Corp. Common Stock shares in Q1 2025, an estimated $2.43K.
Private Wealth Management Group first reported a position in Premier Financial Corp. Common Stock in Q4 2023 and held it in 5 quarters.
Private Wealth Management Group's Premier Financial Corp. Common Stock position peaked at $2.43K in Q4 2024.
2 funds tracked by Wall St. Rank held Premier Financial Corp. Common Stock as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.