SPIA
PINC

Steward Partners Investment Advisory’s Premier PINC Stock Holding History

Steward Partners Investment Advisory’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
-183
Closed -$5.09K – 4434
2025
Q3 		$5.09K Buy
+183
New +$4.42K ﹤0.01% 3649
2025
Q1 		– Sell
-26,125
Closed -$554K – 4122
2024
Q4 		$554K Buy
+26,125
New +$554K ﹤0.01% 1109
2023
Q1 		– Sell
-80
Closed -$2.8K – 3395
2022
Q4 		$2.8K Buy
80
+48
+150% +$1.6K ﹤0.01% 2942
2022
Q3 		$1K Hold
32
– – ﹤0.01% 3156
2022
Q2 		$1K Hold
32
– – ﹤0.01% 3149
2022
Q1 		$1K Buy
+32
New +$1.19K ﹤0.01% 3209
2021
Q2 		– Sell
-149
Closed -$5.04K – 7324
2021
Q1 		$5.04K Hold
149
– – ﹤0.01% 3000
2020
Q4 		$5K Buy
+149
New +$5.14K ﹤0.01% 2522
2017
Q4 		– Sell
-45
Closed -$1K – 1930
2017
Q3 		$1K Buy
+45
New +$1.53K ﹤0.01% 1609

Other funds holding PINC

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

Steward Partners Investment Advisory's PINC Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Premier (PINC) in Q4 2025, closing a stake of 183 shares — an estimated $5.09K sold.

Steward Partners Investment Advisory first reported a position in PINC in Q3 2017 and held it in 9 quarters. The position peaked at $554K in Q4 2024. 1 fund tracked by Wall St. Rank holds PINC as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining Premier position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 183 Premier shares in Q4 2025, an estimated $5.09K.
  • Steward Partners Investment Advisory first reported a position in Premier in Q3 2017 and held it in 9 quarters.
  • Steward Partners Investment Advisory's Premier position peaked at $554K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Premier as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.