GFPC
PINC

Global Financial Private Client’s Premier PINC Stock Holding History

Global Financial Private Client’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 		– Sell
-13
Closed -$251 – 1222
2025
Q1 		$251 Buy
13
+6
+86% +$118 ﹤0.01% 1482
2024
Q4 		$148 Buy
+7
New +$149 ﹤0.01% 1382

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

Global Financial Private Client's PINC Position: Q2 2025 in Review

Global Financial Private Client sold out of Premier (PINC) in Q2 2025, closing a stake of 13 shares — an estimated $251 sold.

Global Financial Private Client first reported a position in PINC in Q4 2024 and held it in 2 quarters. The position peaked at $251 in Q1 2025. 275 funds tracked by Wall St. Rank hold PINC as of Q2 2025.

  • Global Financial Private Client reported no remaining Premier position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 13 Premier shares in Q2 2025, an estimated $251.
  • Global Financial Private Client first reported a position in Premier in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Premier position peaked at $251 in Q1 2025.
  • 275 funds tracked by Wall St. Rank held Premier as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.