Pinnacle Associates
BAI icon

Pinnacle Associates’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Pinnacle Associates’s Portfolio BAI Stock Details BAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$885K Sell
18,757
-1,950
-9% -$87.3K 0.01% 555
2026
Q2 		$1.09M Buy
20,707
+1,248
+6% +$56.7K 0.01% 517
2026
Q1 		$641K Buy
19,459
+2,421
+14% +$83.1K 0.01% 606
2025
Q4 		$567K Buy
+17,038
New +$591K 0.01% 626

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Park Avenue Securities
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Commonwealth Equity Services
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SoFi Wealth
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Bank of New York Mellon
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Merit Financial Group
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JB Capital
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Thrivent Financial for Lutherans
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Pinnacle Associates's BAI Position: Q3 2026 in Review

Pinnacle Associates reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 9.4% in Q3 2026, selling an estimated $87.3K and leaving 18,757 shares worth $885K. The position accounts for 0.01% of the portfolio, ranked #555.

Pinnacle Associates first reported a position in BAI in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.09M in Q2 2026. 467 funds tracked by Wall St. Rank hold BAI as of Q3 2026.

  • Pinnacle Associates held 18,757 shares of iShares A.I. Innovation and Tech Active ETF worth $885K as of Q3 2026.
  • Pinnacle Associates sold 1,950 iShares A.I. Innovation and Tech Active ETF shares in Q3 2026, an estimated $87.3K.
  • iShares A.I. Innovation and Tech Active ETF made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #555 holding.
  • Pinnacle Associates first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Associates's iShares A.I. Innovation and Tech Active ETF position peaked at $1.09M in Q2 2026.
  • 467 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.