Root Financial Partners’s Premier PINC Stock Holding History

Root Financial Partners’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	-294	Closed	-$8.17K	–	2502
2025 Q3	$8.17K	Buy	+294	New	+$7.1K	﹤0.01%	1533

Other funds holding PINC

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

Root Financial Partners's PINC Position: Q4 2025 in Review

Root Financial Partners sold out of Premier (PINC) in Q4 2025, closing a stake of 294 shares — an estimated $8.17K sold.

Root Financial Partners first reported a position in PINC in Q3 2025 and held it in 1 quarter. The position peaked at $8.17K in Q3 2025. 1 fund tracked by Wall St. Rank holds PINC as of Q4 2025.

Root Financial Partners reported no remaining Premier position as of Q4 2025 after selling out during the quarter.
Root Financial Partners sold 294 Premier shares in Q4 2025, an estimated $8.17K.
Root Financial Partners first reported a position in Premier in Q3 2025 and held it in 1 quarter.
Root Financial Partners's Premier position peaked at $8.17K in Q3 2025.
1 fund tracked by Wall St. Rank held Premier as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.