Pinnacle Family Advisors’s Visa V Stock Holding History

Pinnacle Family Advisors’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-624	Closed	-$219K	–	155
2025 Q4	$219K	Sell	624 -40	-6%	-$13.6K	0.1%	136
2025 Q3	$227K	Buy	664 +1	+0.2%	+$346	0.1%	115
2025 Q2	$229K	Buy	663 +2	+0.3%	+$697	0.11%	116
2025 Q1	$232K	Sell	661 -1	-0.2%	-$338	0.13%	99
2024 Q4	$209K	Buy	+662	New	+$199K	0.1%	111
2021 Q1	–	Sell	-1,632	Closed	-$357K	–	153
2020 Q4	$357K	Buy	+1,632	New	+$334K	0.22%	81
2020 Q3	–	Sell	-1,769	Closed	-$342K	–	89
2020 Q2	$342K	Sell	1,769 -1,205	-41%	-$220K	0.3%	46
2020 Q1	$487K	Buy	2,974 +1,325	+80%	+$250K	0.59%	35
2019 Q4	$310K	Buy	+1,649	New	+$297K	0.28%	59
2019 Q2	–	Sell	-1,920	Closed	-$300K	–	89
2019 Q1	$300K	Buy	+1,920	New	+$277K	0.27%	58

Other funds holding V

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return