Cooper Financial Group’s Premier PINC Stock Holding History

Cooper Financial Group’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 Q3	–	Sell	-11,426	Closed	-$251K	–	409
2025 Q2	$251K	Sell	11,426 -27	-0.2%	-$582	0.03%	330
2025 Q1	$221K	Buy	+11,453	New	+$226K	0.03%	352

Other funds holding PINC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Cooper Financial Group's PINC Position: Q3 2025 in Review

Cooper Financial Group sold out of Premier (PINC) in Q3 2025, closing a stake of 11,426 shares — an estimated $251K sold.

Cooper Financial Group first reported a position in PINC in Q1 2025 and held it in 2 quarters. The position peaked at $251K in Q2 2025. 293 funds tracked by Wall St. Rank hold PINC as of Q3 2025.

Cooper Financial Group reported no remaining Premier position as of Q3 2025 after selling out during the quarter.
Cooper Financial Group sold 11,426 Premier shares in Q3 2025, an estimated $251K.
Cooper Financial Group first reported a position in Premier in Q1 2025 and held it in 2 quarters.
Cooper Financial Group's Premier position peaked at $251K in Q2 2025.
293 funds tracked by Wall St. Rank held Premier as of Q3 2025.

Based on Cooper Financial Group's 13F filing for Q3 2025, filed 7 Oct 2025.