UBS AM
PFC

UBS AM’s Premier Financial Corp. Common Stock PFC Stock Holding History

UBS AM’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
-58,388
Closed -$1.49M – 2715
2024
Q4 		$1.49M Sell
58,388
-9,466
-14% -$247K ﹤0.01% 2182
2024
Q3 		$1.59M Buy
67,854
+14,441
+27% +$342K ﹤0.01% 2160
2024
Q2 		$1.09M Buy
53,413
+17,426
+48% +$346K ﹤0.01% 2334
2024
Q1 		$731K Hold
35,987
– – ﹤0.01% 2161
2023
Q4 		$867K Buy
35,987
+4,416
+14% +$87.2K ﹤0.01% 2103
2023
Q3 		$539K Sell
31,571
-7,417
-19% -$139K ﹤0.01% 2263
2023
Q2 		$808K Hold
38,988
– – ﹤0.01% 2099
2023
Q1 		$808K Buy
38,988
+3,075
+9% +$75.1K ﹤0.01% 2099
2022
Q4 		$969K Buy
35,913
+7,417
+26% +$207K ﹤0.01% 1868
2022
Q3 		$732K Sell
28,496
-871
-3% -$23.5K ﹤0.01% 2146
2022
Q2 		$744K Sell
29,367
-1,908
-6% -$51.5K ﹤0.01% 2114
2022
Q1 		$949K Hold
31,275
– – ﹤0.01% 2178
2021
Q4 		$967K Sell
31,275
-939
-3% -$29.5K ﹤0.01% 2226
2021
Q3 		$1.03M Hold
32,214
– – ﹤0.01% 2151
2021
Q2 		$915K Sell
32,214
-2,555
-7% -$79.2K ﹤0.01% 2257
2021
Q1 		$1.16M Sell
34,769
-2,200
-6% -$65K ﹤0.01% 2021
2020
Q4 		$850K Buy
36,969
+6,590
+22% +$133K ﹤0.01% 2068
2020
Q3 		$473K Hold
30,379
– – ﹤0.01% 2170
2020
Q2 		$537K Buy
30,379
+4,252
+16% +$68.8K ﹤0.01% 2099
2020
Q1 		$385K Buy
26,127
+17,892
+217% +$456K ﹤0.01% 2075
2019
Q4 		$259K Buy
+8,235
New +$248K ﹤0.01% 2406

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

UBS AM's PFC Position: Q1 2025 in Review

UBS AM sold out of Premier Financial Corp. Common Stock (PFC) in Q1 2025, closing a stake of 58,388 shares — an estimated $1.49M sold.

UBS AM first reported a position in PFC in Q4 2019 and held it in 21 quarters. The position peaked at $1.59M in Q3 2024. 2 funds tracked by Wall St. Rank hold PFC as of Q1 2025.

  • UBS AM reported no remaining Premier Financial Corp. Common Stock position as of Q1 2025 after selling out during the quarter.
  • UBS AM sold 58,388 Premier Financial Corp. Common Stock shares in Q1 2025, an estimated $1.49M.
  • UBS AM first reported a position in Premier Financial Corp. Common Stock in Q4 2019 and held it in 21 quarters.
  • UBS AM's Premier Financial Corp. Common Stock position peaked at $1.59M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Premier Financial Corp. Common Stock as of Q1 2025.

Based on UBS AM's 13F filing for Q1 2025, filed 19 May 2025.