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Pinnacle Bancorp’s iShares Global Energy ETF IXC Stock Holding History

Pinnacle Bancorp’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$56.9K Buy
1,159
+16
+1% +$865 0.01% 441
2026
Q1 		$65.8K Hold
1,143
– – 0.02% 401
2025
Q4 		$47.9K Sell
1,143
-79
-6% -$3.32K 0.01% 450
2025
Q3 		$51K Hold
1,222
– – 0.02% 439
2025
Q2 		$48K Buy
1,222
+18
+1% +$690 0.01% 442
2025
Q1 		$50.7K Hold
1,204
– – 0.02% 422
2024
Q4 		$46K Buy
1,204
+24
+2% +$982 0.02% 446
2024
Q3 		$47.8K Hold
1,180
– – 0.01% 432
2024
Q2 		$49K Buy
1,180
+23
+2% +$986 0.01% 408
2024
Q1 		$49.7K Buy
1,157
+2
+0.2% +$79 0.01% 407
2023
Q4 		$45.2K Buy
1,155
+16
+1% +$636 0.01% 400
2023
Q3 		$47K Hold
1,139
– – 0.02% 371
2023
Q2 		$42.4K Buy
1,139
+15
+1% +$565 0.01% 402
2023
Q1 		$42.4K Hold
1,124
– – 0.02% 385
2022
Q4 		$44K Buy
1,124
+31
+3% +$1.21K 0.02% 354
2022
Q3 		$36K Hold
1,093
– – 0.02% 363
2022
Q2 		$37K Buy
1,093
+19
+2% +$711 0.02% 368
2022
Q1 		$39K Buy
1,074
+102
+10% +$3.39K 0.01% 377
2021
Q4 		$27K Buy
972
+23
+2% +$652 0.01% 429
2021
Q3 		$25K Hold
949
– – 0.01% 440
2021
Q2 		$25K Buy
949
+14
+1% +$364 0.01% 459
2021
Q1 		$23K Hold
935
– – 0.01% 468
2020
Q4 		$19K Buy
935
+25
+3% +$467 0.01% 471
2020
Q3 		$15K Hold
910
– – 0.01% 472
2020
Q2 		$18K Buy
910
+17
+2% +$332 0.01% 441
2020
Q1 		$15K Hold
893
– – 0.01% 429
2019
Q4 		$28K Buy
893
+41
+5% +$1.26K 0.02% 383
2019
Q3 		$26K Sell
852
-265
-24% -$8.12K 0.01% 406
2019
Q2 		$36K Sell
1,117
-1,073
-49% -$35.3K 0.02% 354
2019
Q1 		$74K Hold
2,190
– – 0.04% 245
2018
Q4 		$64K Buy
+2,190
New +$73.8K 0.04% 251
2017
Q1 		$68K Buy
+2,058
New +$69.4K 0.05% 238

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Pinnacle Bancorp's IXC Position: Q2 2026 in Review

Pinnacle Bancorp increased its iShares Global Energy ETF (IXC) stake by 1.4% in Q2 2026, buying an estimated $865 and bringing the position to 1,159 shares worth $56.9K. The position accounts for 0.01% of the portfolio, ranked #441.

Pinnacle Bancorp first reported a position in IXC in Q1 2017 and has held it in 32 quarters since. The position peaked at $74K in Q1 2019. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Pinnacle Bancorp held 1,159 shares of iShares Global Energy ETF worth $56.9K as of Q2 2026.
  • Pinnacle Bancorp bought 16 iShares Global Energy ETF shares in Q2 2026, an estimated $865.
  • iShares Global Energy ETF made up 0.01% of Pinnacle Bancorp's portfolio in Q2 2026, its #441 holding.
  • Pinnacle Bancorp first reported a position in iShares Global Energy ETF in Q1 2017 and has held it in 32 quarters since.
  • Pinnacle Bancorp's iShares Global Energy ETF position peaked at $74K in Q1 2019.
  • 333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.