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Pinnacle Bancorp’s Fresenius Medical Care FMS Stock Holding History

Pinnacle Bancorp’s Portfolio FMS Stock Details FMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.9K Buy
+483
New +$11.1K ﹤0.01% 697
2025
Q4 		– Sell
-418
Closed -$11K – 889
2025
Q3 		$11K Hold
418
– – ﹤0.01% 716
2025
Q2 		$11.9K Buy
+418
New +$11.2K ﹤0.01% 691
2023
Q1 		– Sell
-110
Closed -$2K – 800
2022
Q4 		$2K Buy
+110
New +$1.63K ﹤0.01% 715
2019
Q4 		– Sell
-88
Closed -$3K – 662
2019
Q3 		$3K Buy
+88
New +$3.12K ﹤0.01% 667
2019
Q2 		– Sell
-216
Closed -$9K – 693
2019
Q1 		$9K Hold
216
– – 0.01% 556
2018
Q4 		$7K Buy
+216
New +$8.72K ﹤0.01% 595
2017
Q1 		$33K Buy
+772
New +$31.9K 0.02% 346

Other funds holding FMS

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Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
IHAM
Integral Health Asset Management New York $1.89B AUM 112.84% 1-Year Est. Return