RFS
PINC

Richardson Financial Services’s Premier PINC Stock Holding History

Richardson Financial Services’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
-397
Closed -$8.42K – 626
2024
Q4 		$8.42K Buy
+397
New +$8.42K 0.01% 421

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

Richardson Financial Services's PINC Position: Q1 2025 in Review

Richardson Financial Services sold out of Premier (PINC) in Q1 2025, closing a stake of 397 shares — an estimated $8.42K sold.

Richardson Financial Services first reported a position in PINC in Q4 2024 and held it in 1 quarter. The position peaked at $8.42K in Q4 2024. 266 funds tracked by Wall St. Rank hold PINC as of Q1 2025.

  • Richardson Financial Services reported no remaining Premier position as of Q1 2025 after selling out during the quarter.
  • Richardson Financial Services sold 397 Premier shares in Q1 2025, an estimated $8.42K.
  • Richardson Financial Services first reported a position in Premier in Q4 2024 and held it in 1 quarter.
  • Richardson Financial Services's Premier position peaked at $8.42K in Q4 2024.
  • 266 funds tracked by Wall St. Rank held Premier as of Q1 2025.

Based on Richardson Financial Services's 13F filing for Q1 2025, filed 6 May 2025.