Twin Peaks Wealth Advisors’s Premier PINC Stock Holding History

Twin Peaks Wealth 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 Q3	–	Sell	-293	Closed	-$7.04K	–	1558
2025 Q2	$7.04K	Buy	+293	New	+$6.31K	﹤0.01%	1117

Other funds holding PINC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Twin Peaks Wealth Advisors's PINC Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Premier (PINC) in Q3 2025, closing a stake of 293 shares — an estimated $7.04K sold.

Twin Peaks Wealth Advisors first reported a position in PINC in Q2 2025 and held it in 1 quarter. The position peaked at $7.04K in Q2 2025. 293 funds tracked by Wall St. Rank hold PINC as of Q3 2025.

Twin Peaks Wealth Advisors reported no remaining Premier position as of Q3 2025 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 293 Premier shares in Q3 2025, an estimated $7.04K.
Twin Peaks Wealth Advisors first reported a position in Premier in Q2 2025 and held it in 1 quarter.
Twin Peaks Wealth Advisors's Premier position peaked at $7.04K in Q2 2025.
293 funds tracked by Wall St. Rank held Premier as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.