SAM
PFC

Shell Asset Management’s Premier Financial Corp. Common Stock PFC Stock Holding History

Shell 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
-1,041
Closed -$27K – 1282
2024
Q4 		$27K Hold
1,041
– – ﹤0.01% 1228
2024
Q3 		$24K Buy
+1,041
New +$24.7K ﹤0.01% 1233
2024
Q1 		$25K Sell
1,210
-44
-4% -$917 ﹤0.01% 1222
2023
Q4 		$30K Sell
1,254
-407
-25% -$8.04K ﹤0.01% 1217
2023
Q3 		$28K Sell
1,661
-4
-0.2% -$75 ﹤0.01% 1233
2023
Q2 		$27K Sell
1,665
-1,509
-48% -$24.8K ﹤0.01% 1256
2023
Q1 		$66K Sell
3,174
-11
-0.3% -$269 ﹤0.01% 1160
2022
Q4 		$86K Sell
3,185
-374
-11% -$10.5K ﹤0.01% 1190
2022
Q3 		$91K Sell
3,559
-477
-12% -$12.9K ﹤0.01% 1260
2022
Q2 		$102K Buy
4,036
+11
+0.3% +$297 ﹤0.01% 1278
2022
Q1 		$122K Sell
4,025
-601
-13% -$18.5K ﹤0.01% 1265
2021
Q4 		$143K Buy
4,626
+92
+2% +$2.89K ﹤0.01% 1275
2021
Q3 		$144K Sell
4,534
-180
-4% -$5.2K ﹤0.01% 1258
2021
Q2 		$134K Buy
+4,714
New +$146K ﹤0.01% 1316

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

Shell Asset Management's PFC Position: Q1 2025 in Review

Shell Asset Management sold out of Premier Financial Corp. Common Stock (PFC) in Q1 2025, closing a stake of 1,041 shares — an estimated $27K sold.

Shell Asset Management first reported a position in PFC in Q2 2021 and held it in 14 quarters. The position peaked at $144K in Q3 2021. 2 funds tracked by Wall St. Rank hold PFC as of Q1 2025.

  • Shell Asset Management reported no remaining Premier Financial Corp. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Shell Asset Management sold 1,041 Premier Financial Corp. Common Stock shares in Q1 2025, an estimated $27K.
  • Shell Asset Management first reported a position in Premier Financial Corp. Common Stock in Q2 2021 and held it in 14 quarters.
  • Shell Asset Management's Premier Financial Corp. Common Stock position peaked at $144K in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Premier Financial Corp. Common Stock as of Q1 2025.

Based on Shell Asset Management's 13F filing for Q1 2025, filed 14 May 2025.