SWGC
PINC

Summit Wealth Group (Colorado)’s Premier PINC Stock Holding History

Summit Wealth Group (Colorado)’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
-10,372
Closed -$353K – 525
2025
Q3 		$353K Buy
+10,372
New +$250K 0.04% 324

Other funds holding PINC

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

Summit Wealth Group (Colorado)'s PINC Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Premier (PINC) in Q4 2025, closing a stake of 10,372 shares — an estimated $353K sold.

Summit Wealth Group (Colorado) first reported a position in PINC in Q3 2025 and held it in 1 quarter. The position peaked at $353K in Q3 2025. 1 fund tracked by Wall St. Rank holds PINC as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Premier position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 10,372 Premier shares in Q4 2025, an estimated $353K.
  • Summit Wealth Group (Colorado) first reported a position in Premier in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Premier position peaked at $353K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Premier as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.