Trinity Financial Advisors’s P3 Health Partners PIII Stock Holding History

Trinity Financial Advisors’s Portfolio PIII Stock Details PIII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$362K	Buy	33,540 +6,483	+24%	+$48.2K	0.09%	70
2026 Q1	$83.3K	Sell	27,057 -1,600	-6%	-$4.21K	0.02%	89
2025 Q4	$100K	Buy	28,657 +1,979	+7%	+$13.4K	0.03%	94
2025 Q3	$239K	Buy	26,678 +1,178	+5%	+$8.89K	0.07%	92
2025 Q2	$161K	Sell	25,500 -61	-0.2%	-$477	0.05%	90
2025 Q1	$222K	Buy	25,561 +4,690	+22%	+$46.2K	0.08%	83
2024 Q4	$261K	Buy	+20,871	New	+$309K	0.1%	67

Other funds holding PIII

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Trinity Financial Advisors's PIII Position: Q2 2026 in Review

Trinity Financial Advisors increased its P3 Health Partners (PIII) stake by 24% in Q2 2026, buying an estimated $48.2K and bringing the position to 33,540 shares worth $362K. The position accounts for 0.09% of the portfolio, ranked #70.

Trinity Financial Advisors first reported a position in PIII in Q4 2024 and has held it in 7 quarters since. 4 funds tracked by Wall St. Rank hold PIII as of Q2 2026.

Trinity Financial Advisors held 33,540 shares of P3 Health Partners worth $362K as of Q2 2026.
Trinity Financial Advisors bought 6,483 P3 Health Partners shares in Q2 2026, an estimated $48.2K.
P3 Health Partners made up 0.09% of Trinity Financial Advisors's portfolio in Q2 2026, its #70 holding.
Trinity Financial Advisors first reported a position in P3 Health Partners in Q4 2024 and has held it in 7 quarters since.
4 funds tracked by Wall St. Rank held P3 Health Partners as of Q2 2026.

Based on Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.