JWA
PINC

JFS Wealth Advisors’s Premier PINC Stock Holding History

JFS Wealth Advisors’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
-49
Closed -$1.36K – 1965
2025
Q3 		$1.36K Sell
49
-3
-6% -$72 ﹤0.01% 1541
2025
Q2 		$1.14K Buy
52
+13
+33% +$280 ﹤0.01% 1540
2025
Q1 		$752 Sell
39
-44
-53% -$867 ﹤0.01% 1703
2024
Q4 		$1.76K Sell
83
-5
-6% -$106 ﹤0.01% 1528
2024
Q3 		$1.76K Buy
88
+30
+52% +$596 ﹤0.01% 1541
2024
Q2 		$1.08K Hold
58
– – ﹤0.01% 1650
2024
Q1 		$1.28K Hold
58
– – ﹤0.01% 1590
2023
Q4 		$1.3K Buy
58
+31
+115% +$641 ﹤0.01% 1570
2023
Q3 		$581 Sell
27
-48
-64% -$1.2K ﹤0.01% 1719
2023
Q2 		$2.08K Buy
75
+20
+36% +$571 ﹤0.01% 1374
2023
Q1 		$1.78K Sell
55
-25
-31% -$818 ﹤0.01% 1410
2022
Q4 		$2.8K Hold
80
– – ﹤0.01% 1238
2022
Q3 		$3K Buy
80
+2
+3% +$73 ﹤0.01% 1218
2022
Q2 		$3K Sell
78
-10
-11% -$366 ﹤0.01% 1220
2022
Q1 		$3K Buy
88
+44
+100% +$1.64K ﹤0.01% 1297
2021
Q4 		$2K Buy
+44
New +$1.74K ﹤0.01% 1135

Other funds holding PINC

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

JFS Wealth Advisors's PINC Position: Q4 2025 in Review

JFS Wealth Advisors sold out of Premier (PINC) in Q4 2025, closing a stake of 49 shares — an estimated $1.36K sold.

JFS Wealth Advisors first reported a position in PINC in Q4 2021 and held it in 16 quarters. The position peaked at $3K in Q3 2022. 1 fund tracked by Wall St. Rank holds PINC as of Q4 2025.

  • JFS Wealth Advisors reported no remaining Premier position as of Q4 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 49 Premier shares in Q4 2025, an estimated $1.36K.
  • JFS Wealth Advisors first reported a position in Premier in Q4 2021 and held it in 16 quarters.
  • JFS Wealth Advisors's Premier position peaked at $3K in Q3 2022.
  • 1 fund tracked by Wall St. Rank held Premier as of Q4 2025.

Based on JFS Wealth Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.