PSFG
PINC

Park Square Financial Group’s Premier PINC Stock Holding History

Park Square Financial Group’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
Q1 		– Sell
-102
Closed -$2.16K – 1021
2024
Q4 		$2.16K Buy
+102
New +$2.16K ﹤0.01% 827

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Park Square Financial Group's PINC Position: Q1 2025 in Review

Park Square Financial Group sold out of Premier (PINC) in Q1 2025, closing a stake of 102 shares — an estimated $2.16K sold.

Park Square Financial Group first reported a position in PINC in Q4 2024 and held it in 1 quarter. The position peaked at $2.16K in Q4 2024. 266 funds tracked by Wall St. Rank hold PINC as of Q1 2025.

  • Park Square Financial Group reported no remaining Premier position as of Q1 2025 after selling out during the quarter.
  • Park Square Financial Group sold 102 Premier shares in Q1 2025, an estimated $2.16K.
  • Park Square Financial Group first reported a position in Premier in Q4 2024 and held it in 1 quarter.
  • Park Square Financial Group's Premier position peaked at $2.16K in Q4 2024.
  • 266 funds tracked by Wall St. Rank held Premier as of Q1 2025.

Based on Park Square Financial Group's 13F filing for Q1 2025, filed 1 May 2025.