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Pinnacle Associates’s Local Bounti LOCL Stock Holding History

Pinnacle Associates’s Portfolio LOCL Stock Details LOCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$35.8K Hold
30,845
– – ﹤0.01% 952
2025
Q4 		$66K Hold
30,845
– – ﹤0.01% 921
2025
Q3 		$92.2K Hold
30,845
– – ﹤0.01% 855
2025
Q2 		$72.2K Hold
30,845
– – ﹤0.01% 837
2025
Q1 		$63.5K Buy
+30,845
New +$67.2K ﹤0.01% 816
2023
Q2 		– Sell
-4,692
Closed -$48.6K – 833
2023
Q1 		$48.6K Hold
4,692
– – ﹤0.01% 761
2022
Q4 		$84.8K Hold
4,692
– – ﹤0.01% 739
2022
Q3 		$173K Buy
4,692
+77
+2% +$3.6K ﹤0.01% 703
2022
Q2 		$191K Hold
4,615
– – ﹤0.01% 710
2022
Q1 		$509K Hold
4,615
– – 0.01% 554
2021
Q4 		$387K Buy
+4,615
New +$511K 0.01% 611

Other funds holding LOCL

CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Pinnacle Associates's LOCL Position: Q1 2026 in Review

Pinnacle Associates held its Local Bounti (LOCL) position steady in Q1 2026 at 30,845 shares worth $35.8K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Pinnacle Associates first reported a position in LOCL in Q4 2021 and has held it in 11 quarters since. The position peaked at $509K in Q1 2022. 24 funds tracked by Wall St. Rank hold LOCL as of Q1 2026.

  • Pinnacle Associates held 30,845 shares of Local Bounti worth $35.8K as of Q1 2026.
  • Pinnacle Associates left its Local Bounti share count unchanged in Q1 2026.
  • Local Bounti made up ﹤0.01% of Pinnacle Associates's portfolio in Q1 2026, its #952 holding.
  • Pinnacle Associates first reported a position in Local Bounti in Q4 2021 and has held it in 11 quarters since.
  • Pinnacle Associates's Local Bounti position peaked at $509K in Q1 2022.
  • 24 funds tracked by Wall St. Rank held Local Bounti as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.