WBI Investments’s Premier PINC Stock Holding History

WBI Investments’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 Q2	–	Sell	-18,672	Closed	-$360K	–	314
2025 Q1	$360K	Sell	18,672 -2,726	-13%	-$53.7K	0.09%	160
2024 Q4	$454K	Buy	+21,398	New	+$454K	0.11%	153

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

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

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

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

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

8KM

8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return

WBI Investments's PINC Position: Q2 2025 in Review

WBI Investments sold out of Premier (PINC) in Q2 2025, closing a stake of 18,672 shares — an estimated $360K sold.

WBI Investments first reported a position in PINC in Q4 2024 and held it in 2 quarters. The position peaked at $454K in Q4 2024. 275 funds tracked by Wall St. Rank hold PINC as of Q2 2025.

WBI Investments reported no remaining Premier position as of Q2 2025 after selling out during the quarter.
WBI Investments sold 18,672 Premier shares in Q2 2025, an estimated $360K.
WBI Investments first reported a position in Premier in Q4 2024 and held it in 2 quarters.
WBI Investments's Premier position peaked at $454K in Q4 2024.
275 funds tracked by Wall St. Rank held Premier as of Q2 2025.

Based on WBI Investments's 13F filing for Q2 2025, filed 11 Aug 2025.