PA
CIK

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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return