Bay Harbor Wealth Management’s Premier PINC Stock Holding History

Bay Harbor Wealth Management’s Portfolio PINC Stock Details PINC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-8	Closed	-$222	–	1341
2025 Q3	$222	Sell	8 -3	-27%	-$72	﹤0.01%	1008
2025 Q2	$241	Buy	11 +5	+83%	+$108	﹤0.01%	868
2025 Q1	$115	Buy	+6	New	+$118	﹤0.01%	845

Other funds holding PINC

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bay Harbor Wealth Management's PINC Position: Q4 2025 in Review

Bay Harbor Wealth Management sold out of Premier (PINC) in Q4 2025, closing a stake of 8 shares — an estimated $222 sold.

Bay Harbor Wealth Management first reported a position in PINC in Q1 2025 and held it in 3 quarters. The position peaked at $241 in Q2 2025. 1 fund tracked by Wall St. Rank holds PINC as of Q4 2025.

Bay Harbor Wealth Management reported no remaining Premier position as of Q4 2025 after selling out during the quarter.
Bay Harbor Wealth Management sold 8 Premier shares in Q4 2025, an estimated $222.
Bay Harbor Wealth Management first reported a position in Premier in Q1 2025 and held it in 3 quarters.
Bay Harbor Wealth Management's Premier position peaked at $241 in Q2 2025.
1 fund tracked by Wall St. Rank held Premier as of Q4 2025.

Based on Bay Harbor Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.