DOSSIER · 13F-HR · Q2 2026
Premier Financial Group
$497M in tracked AUM across 243 positions as of Q2 2026.
PF
CIK 0001989061 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Premier Financial Group’s 13F filing for the period ending September 30, 2025, reveals a portfolio with a total value of $372.38 million, representing a modest growth of 3.5% from the previous quarter's $359.77 million. The portfolio is highly concentrated, consisting of only 44 holdings, with a distinct structural bias toward factor-based investing. The firm demonstrates a strong preference for "Smart Beta" or quantitative strategies, specifically utilizing Dimensional F...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026. Source: SEC EDGAR 13F-HR filings.