PB
FLXR

Pinnacle Bancorp’s TCW Flexible Income ETF FLXR Stock Holding History

Pinnacle Bancorp’s Portfolio FLXR Stock Details FLXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.4K Buy
673
+5
+0.7% +$198 0.01% 550
2025
Q4 		$26.5K Buy
668
+495
+286% +$19.6K 0.01% 545
2025
Q3 		$6.88K Buy
+173
New +$6.85K ﹤0.01% 772

Other funds holding FLXR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pinnacle Bancorp's FLXR Position: Q1 2026 in Review

Pinnacle Bancorp increased its TCW Flexible Income ETF (FLXR) stake by 0.75% in Q1 2026, buying an estimated $198 and bringing the position to 673 shares worth $26.4K. The position accounts for 0.01% of the portfolio, ranked #550.

Pinnacle Bancorp first reported a position in FLXR in Q3 2025 and has held it in 3 quarters since. The position peaked at $26.5K in Q4 2025. 160 funds tracked by Wall St. Rank hold FLXR as of Q1 2026.

  • Pinnacle Bancorp held 673 shares of TCW Flexible Income ETF worth $26.4K as of Q1 2026.
  • Pinnacle Bancorp bought 5 TCW Flexible Income ETF shares in Q1 2026, an estimated $198.
  • TCW Flexible Income ETF made up 0.01% of Pinnacle Bancorp's portfolio in Q1 2026, its #550 holding.
  • Pinnacle Bancorp first reported a position in TCW Flexible Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Pinnacle Bancorp's TCW Flexible Income ETF position peaked at $26.5K in Q4 2025.
  • 160 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q1 2026.

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