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KFSC
PINC
Keystone Financial Services (Colorado)’s
Premier
PINC
Stock Holding History
Keystone Financial Services (Colorado)’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
-10,568
Closed
-$294K
–
133
2025
Q3
$294K
Buy
10,568
+83
+0.8%
+$2K
0.09%
88
2025
Q2
$230K
Buy
+10,485
New
+$226K
0.08%
101
Other funds holding PINC
IA
IFP Advisors
Tampa, Florida
$4.82B AUM
20.19%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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