LPL Financial
PINC

LPL Financial’s Premier PINC Stock Holding History

LPL Financial’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
-15,395
Closed -$338K – 5943
2025
Q2 		$338K Sell
15,395
-2,288
-13% -$49.3K ﹤0.01% 4694
2025
Q1 		$341K Buy
+17,683
New +$348K ﹤0.01% 4487
2023
Q1 		– Sell
-8,670
Closed -$303K – 4561
2022
Q4 		$303K Buy
8,670
+139
+2% +$4.63K ﹤0.01% 3642
2022
Q3 		$290K Buy
8,531
+502
+6% +$18.3K ﹤0.01% 3620
2022
Q2 		$286K Buy
8,029
+1,602
+25% +$58.6K ﹤0.01% 3664
2022
Q1 		$229K Buy
+6,427
New +$239K ﹤0.01% 3761
2019
Q3 		– Sell
-6,162
Closed -$241K – 3362
2019
Q2 		$241K Buy
+6,162
New +$223K ﹤0.01% 2886
2018
Q4 		– Sell
-4,428
Closed -$203K – 3202
2018
Q3 		$203K Buy
+4,428
New +$179K ﹤0.01% 2985

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

LPL Financial's PINC Position: Q3 2025 in Review

LPL Financial sold out of Premier (PINC) in Q3 2025, closing a stake of 15,395 shares — an estimated $338K sold.

LPL Financial first reported a position in PINC in Q3 2018 and held it in 8 quarters. The position peaked at $341K in Q1 2025. 293 funds tracked by Wall St. Rank hold PINC as of Q3 2025.

  • LPL Financial reported no remaining Premier position as of Q3 2025 after selling out during the quarter.
  • LPL Financial sold 15,395 Premier shares in Q3 2025, an estimated $338K.
  • LPL Financial first reported a position in Premier in Q3 2018 and held it in 8 quarters.
  • LPL Financial's Premier position peaked at $341K in Q1 2025.
  • 293 funds tracked by Wall St. Rank held Premier as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.