Pinnacle Bancorp’s Woodside Energy WDS Stock Holding History

Pinnacle Bancorp’s Portfolio WDS Stock Details WDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.58K	Hold	108	–	–	﹤0.01%	849
2025 Q4	$1.68K	Hold	108	–	–	﹤0.01%	853
2025 Q3	$1.63K	Hold	108	–	–	﹤0.01%	889
2025 Q2	$1.67K	Hold	108	–	–	﹤0.01%	877
2025 Q1	$1.56K	Hold	108	–	–	﹤0.01%	867
2024 Q4	$1.69K	Hold	108	–	–	﹤0.01%	860
2024 Q3	$1.86K	Hold	108	–	–	﹤0.01%	848
2024 Q2	$2.03K	Hold	108	–	–	﹤0.01%	821
2024 Q1	$2.16K	Hold	108	–	–	﹤0.01%	800
2023 Q4	$2.28K	Sell	108 -251	-70%	-$5.34K	﹤0.01%	771
2023 Q3	$8.36K	Hold	359	–	–	﹤0.01%	640
2023 Q2	$8.32K	Hold	359	–	–	﹤0.01%	627
2023 Q1	$8.05K	Hold	359	–	–	﹤0.01%	648
2022 Q4	$9K	Hold	359	–	–	﹤0.01%	594
2022 Q3	$7K	Sell	359 -299	-45%	-$6.59K	﹤0.01%	604
2022 Q2	$14K	Buy	+658	New	+$14.9K	0.01%	516

Other funds holding WDS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return