CWM
PINC

Congress Wealth Management’s Premier PINC Stock Holding History

Congress 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
Q2 		$1.07M Buy
48,898
+22,732
+87% +$490K 0.01% 684
2025
Q1 		$504K Buy
26,166
+454
+2% +$8.94K 0.01% 812
2024
Q4 		$545K Sell
25,712
-25,488
-50% -$541K 0.01% 621
2024
Q3 		$1.02M Buy
51,200
+25,600
+100% +$508K 0.01% 520
2024
Q2 		$478K Buy
+25,600
New +$507K 0.01% 542

Other funds holding PINC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return

Congress Wealth Management's PINC Position: Q2 2025 in Review

Congress Wealth Management increased its Premier (PINC) stake by 87% in Q2 2025, buying an estimated $490K and bringing the position to 48,898 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #684.

Congress Wealth Management first reported a position in PINC in Q2 2024 and has held it in 5 quarters since. 275 funds tracked by Wall St. Rank hold PINC as of Q2 2025.

  • Congress Wealth Management held 48,898 shares of Premier worth $1.07M as of Q2 2025.
  • Congress Wealth Management bought 22,732 Premier shares in Q2 2025, an estimated $490K.
  • Premier made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #684 holding.
  • Congress Wealth Management first reported a position in Premier in Q2 2024 and has held it in 5 quarters since.
  • 275 funds tracked by Wall St. Rank held Premier as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.