BHWM
PINC

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

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return