Corient Private Wealth
PINC

Corient Private Wealth’s Premier PINC Stock Holding History

Corient Private Wealth’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
-9,414
Closed -$206K – 2646
2025
Q2 		$206K Buy
+9,414
New +$203K ﹤0.01% 2221
2025
Q1 		– Sell
-10,731
Closed -$227K – 2407
2024
Q4 		$227K Buy
+10,731
New +$228K ﹤0.01% 2043
2023
Q4 		– Sell
-12,241
Closed -$263K – 2325
2023
Q3 		$263K Buy
+12,241
New +$305K ﹤0.01% 1804

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Corient Private Wealth's PINC Position: Q3 2025 in Review

Corient Private Wealth sold out of Premier (PINC) in Q3 2025, closing a stake of 9,414 shares — an estimated $206K sold.

Corient Private Wealth first reported a position in PINC in Q3 2023 and held it in 3 quarters. The position peaked at $263K in Q3 2023. 293 funds tracked by Wall St. Rank hold PINC as of Q3 2025.

  • Corient Private Wealth reported no remaining Premier position as of Q3 2025 after selling out during the quarter.
  • Corient Private Wealth sold 9,414 Premier shares in Q3 2025, an estimated $206K.
  • Corient Private Wealth first reported a position in Premier in Q3 2023 and held it in 3 quarters.
  • Corient Private Wealth's Premier position peaked at $263K in Q3 2023.
  • 293 funds tracked by Wall St. Rank held Premier as of Q3 2025.

Based on Corient Private Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.