Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SSG
PINC
Summit Securities Group’s
Premier
PINC
Stock Holding History
Summit Securities 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
Q4
–
Sell
-661
Closed
-$18.4K
–
1225
2025
Q3
$18.4K
Buy
+661
New
+$16K
0.01%
790
2017
Q1
–
Sell
-78,300
Closed
-$2.38M
–
380
2016
Q4
$2.38M
Buy
+78,300
New
+$2.41M
0.83%
42
Other funds holding PINC
IA
IFP Advisors
Tampa, Florida
$4.82B AUM
20.19%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close