Summit Trail Advisors’s Premier PINC Stock Holding History

Summit Trail Advisors’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	-45,715	Closed	-$1.27M	–	1357
2025 Q3	$1.27M	Buy	+45,715	New	+$1.1M	0.02%	696
2025 Q1	–	Sell	-31,509	Closed	-$668K	–	456
2024 Q4	$668K	Buy	+31,509	New	+$669K	0.02%	177
2018 Q4	–	Sell	-15,813	Closed	-$724K	–	198
2018 Q3	$724K	Buy	15,813 +4,250	+37%	+$172K	0.16%	75
2018 Q2	$421K	Sell	11,563 -27,711	-71%	-$918K	0.15%	80
2018 Q1	$1.02M	Buy	39,274 +17,944	+84%	+$579K	0.17%	130
2017 Q4	$698K	Buy	+21,330	New	+$657K	0.09%	188

Other funds holding PINC

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

Summit Trail Advisors's PINC Position: Q4 2025 in Review

Summit Trail Advisors sold out of Premier (PINC) in Q4 2025, closing a stake of 45,715 shares — an estimated $1.27M sold.

Summit Trail Advisors first reported a position in PINC in Q4 2017 and held it in 6 quarters. The position peaked at $1.27M in Q3 2025. 1 fund tracked by Wall St. Rank holds PINC as of Q4 2025.

Summit Trail Advisors reported no remaining Premier position as of Q4 2025 after selling out during the quarter.
Summit Trail Advisors sold 45,715 Premier shares in Q4 2025, an estimated $1.27M.
Summit Trail Advisors first reported a position in Premier in Q4 2017 and held it in 6 quarters.
Summit Trail Advisors's Premier position peaked at $1.27M in Q3 2025.
1 fund tracked by Wall St. Rank held Premier as of Q4 2025.

Based on Summit Trail Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.