Pinnacle Associates’s UBS Asset Management Income Fund, Inc. 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 Q3	$40.8K	Hold	17,440	–	–	﹤0.01%	952
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

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Pinnacle Associates's CIK Position: Q3 2026 in Review

Pinnacle Associates held its UBS Asset Management Income Fund, Inc. (CIK) position steady in Q3 2026 at 17,440 shares worth $40.8K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Pinnacle Associates first reported a position in CIK in Q2 2023 and has held it in 14 quarters since. The position peaked at $54.6K in Q3 2024. 8 funds tracked by Wall St. Rank hold CIK as of Q3 2026.

Pinnacle Associates held 17,440 shares of UBS Asset Management Income Fund, Inc. worth $40.8K as of Q3 2026.
Pinnacle Associates left its UBS Asset Management Income Fund, Inc. share count unchanged in Q3 2026.
UBS Asset Management Income Fund, Inc. made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #952 holding.
Pinnacle Associates first reported a position in UBS Asset Management Income Fund, Inc. in Q2 2023 and has held it in 14 quarters since.
Pinnacle Associates's UBS Asset Management Income Fund, Inc. position peaked at $54.6K in Q3 2024.
8 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q3 2026.

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