PA
LOCL icon

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
Q2 		$39.8K Hold
30,845
– – ﹤0.01% 964
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 $27.6B AUM 31.92% 1-Year Est. Return
BP
BBR Partners New York $2.13B AUM 21.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $524M AUM 25.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $143M AUM 36.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Pinnacle Associates's LOCL Position: Q2 2026 in Review

Pinnacle Associates held its Local Bounti (LOCL) position steady in Q2 2026 at 30,845 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Pinnacle Associates first reported a position in LOCL in Q4 2021 and has held it in 12 quarters since. The position peaked at $509K in Q1 2022. 24 funds tracked by Wall St. Rank hold LOCL as of Q2 2026.

  • Pinnacle Associates held 30,845 shares of Local Bounti worth $39.8K as of Q2 2026.
  • Pinnacle Associates left its Local Bounti share count unchanged in Q2 2026.
  • Local Bounti made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #964 holding.
  • Pinnacle Associates first reported a position in Local Bounti in Q4 2021 and has held it in 12 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 Q2 2026.

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