Pinnacle Bancorp’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Pinnacle Bancorp’s Portfolio PFXF Stock Details PFXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.9K	Buy	613 +321	+110%	+$5.9K	﹤0.01%	727
2026 Q1	$5.12K	Buy	292 +2	+0.7%	+$36	﹤0.01%	802
2025 Q4	$5.12K	Hold	290	–	–	﹤0.01%	779
2025 Q3	$5.15K	Buy	+290	New	+$5.12K	﹤0.01%	813

Other funds holding PFXF

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Pinnacle Bancorp's PFXF Position: Q2 2026 in Review

Pinnacle Bancorp increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 110% in Q2 2026, buying an estimated $5.9K and bringing the position to 613 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Pinnacle Bancorp first reported a position in PFXF in Q3 2025 and has held it in 4 quarters since. 229 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

Pinnacle Bancorp held 613 shares of VanEck Preferred Securities ex Financials ETF worth $10.9K as of Q2 2026.
Pinnacle Bancorp bought 321 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $5.9K.
VanEck Preferred Securities ex Financials ETF made up ﹤0.01% of Pinnacle Bancorp's portfolio in Q2 2026, its #727 holding.
Pinnacle Bancorp first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2025 and has held it in 4 quarters since.
229 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

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