Pinnacle Bancorp
OTEX icon

Pinnacle Bancorp’s Open Text OTEX Stock Holding History

Pinnacle Bancorp’s Portfolio OTEX Stock Details OTEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.81K Hold
393
– – ﹤0.01% 750
2026
Q2 		$8.7K Hold
393
– – ﹤0.01% 761
2026
Q1 		$8.74K Buy
393
+88
+29% +$2.28K ﹤0.01% 726
2025
Q4 		$9.9K Hold
305
– – ﹤0.01% 701
2025
Q3 		$11.4K Hold
305
– – ﹤0.01% 711
2025
Q2 		$8.91K Hold
305
– – ﹤0.01% 733
2025
Q1 		$7.7K Buy
305
+66
+28% +$1.81K ﹤0.01% 728
2024
Q4 		$6.77K Hold
239
– – ﹤0.01% 748
2024
Q3 		$7.95K Buy
+239
New +$7.53K ﹤0.01% 721

Other funds holding OTEX

Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Ridgewood Investments
Ridgewood Investments Springfield, New Jersey $271M AUM

Pinnacle Bancorp's OTEX Position: Q3 2026 in Review

Pinnacle Bancorp held its Open Text (OTEX) position steady in Q3 2026 at 393 shares worth $8.81K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Pinnacle Bancorp first reported a position in OTEX in Q3 2024 and has held it in 9 quarters since. The position peaked at $11.4K in Q3 2025. 26 funds tracked by Wall St. Rank hold OTEX as of Q3 2026.

  • Pinnacle Bancorp held 393 shares of Open Text worth $8.81K as of Q3 2026.
  • Pinnacle Bancorp left its Open Text share count unchanged in Q3 2026.
  • Open Text made up ﹤0.01% of Pinnacle Bancorp's portfolio in Q3 2026, its #750 holding.
  • Pinnacle Bancorp first reported a position in Open Text in Q3 2024 and has held it in 9 quarters since.
  • Pinnacle Bancorp's Open Text position peaked at $11.4K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held Open Text as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.