Pinnacle Bancorp’s Simon Property Group SPG Stock Holding History

Pinnacle Bancorp’s Portfolio SPG Stock Details SPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.9K	Hold	80	–	–	﹤0.01%	646
2026 Q1	$14.9K	Hold	80	–	–	﹤0.01%	647
2025 Q4	$14.8K	Hold	80	–	–	﹤0.01%	632
2025 Q3	$15K	Hold	80	–	–	﹤0.01%	663
2025 Q2	$12.9K	Buy	+80	New	+$12.6K	﹤0.01%	674
2023 Q3	–	Sell	-852	Closed	-$98.4K	–	797
2023 Q2	$98.4K	Hold	852	–	–	0.03%	262
2023 Q1	$95.4K	Hold	852	–	–	0.04%	259
2022 Q4	$100K	Hold	852	–	–	0.04%	243
2022 Q3	$76K	Hold	852	–	–	0.03%	268
2022 Q2	$81K	Buy	+852	New	+$97.6K	0.03%	258
2017 Q1	$1K	Buy	+6	New	+$1.07K	﹤0.01%	617

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Pinnacle Bancorp's SPG Position: Q2 2026 in Review

Pinnacle Bancorp held its Simon Property Group (SPG) position steady in Q2 2026 at 80 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Pinnacle Bancorp first reported a position in SPG in Q1 2017 and has held it in 11 quarters since. The position peaked at $100K in Q4 2022. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Pinnacle Bancorp held 80 shares of Simon Property Group worth $17.9K as of Q2 2026.
Pinnacle Bancorp left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up ﹤0.01% of Pinnacle Bancorp's portfolio in Q2 2026, its #646 holding.
Pinnacle Bancorp first reported a position in Simon Property Group in Q1 2017 and has held it in 11 quarters since.
Pinnacle Bancorp's Simon Property Group position peaked at $100K in Q4 2022.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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