Pinnacle Associates’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

Pinnacle Associates’s Portfolio CIK Stock Details CIK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$43.3K	Hold	17,440	–	–	﹤0.01%	963
2026 Q1	$44.6K	Hold	17,440	–	–	﹤0.01%	949
2025 Q4	$49.4K	Hold	17,440	–	–	﹤0.01%	925
2025 Q3	$51.1K	Hold	17,440	–	–	﹤0.01%	860
2025 Q2	$51.6K	Hold	17,440	–	–	﹤0.01%	841
2025 Q1	$50.6K	Hold	17,440	–	–	﹤0.01%	818
2024 Q4	$50.4K	Hold	17,440	–	–	﹤0.01%	826
2024 Q3	$54.6K	Hold	17,440	–	–	﹤0.01%	790
2024 Q2	$51.8K	Hold	17,440	–	–	﹤0.01%	803
2024 Q1	$51.4K	Hold	17,440	–	–	﹤0.01%	824
2023 Q4	$54.6K	Hold	17,440	–	–	﹤0.01%	805
2023 Q3	$45.2K	Hold	17,440	–	–	﹤0.01%	800
2023 Q2	$51.3K	Buy	+17,440	New	+$48.2K	﹤0.01%	806

Other funds holding CIK

LCM

Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Pinnacle Associates's CIK Position: Q2 2026 in Review

Pinnacle Associates held its Credit Suisse Asset Management Income Fund (CIK) position steady in Q2 2026 at 17,440 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Pinnacle Associates first reported a position in CIK in Q2 2023 and has held it in 13 quarters since. The position peaked at $54.6K in Q3 2024. 53 funds tracked by Wall St. Rank hold CIK as of Q2 2026.

Pinnacle Associates held 17,440 shares of Credit Suisse Asset Management Income Fund worth $43.3K as of Q2 2026.
Pinnacle Associates left its Credit Suisse Asset Management Income Fund share count unchanged in Q2 2026.
Credit Suisse Asset Management Income Fund made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #963 holding.
Pinnacle Associates first reported a position in Credit Suisse Asset Management Income Fund in Q2 2023 and has held it in 13 quarters since.
Pinnacle Associates's Credit Suisse Asset Management Income Fund position peaked at $54.6K in Q3 2024.
53 funds tracked by Wall St. Rank held Credit Suisse Asset Management Income Fund as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.