Pinnacle Wealth Management Advisory Group’s Solaris Energy Infrastructure SEI Stock Holding History

Pinnacle Wealth Management Advisory Group’s Portfolio SEI Stock Details SEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$295K	Sell	3,665 -2,036	-36%	-$145K	0.02%	422
2026 Q1	$322K	Sell	5,701 -3,594	-39%	-$194K	0.02%	388
2025 Q4	$427K	Buy	+9,295	New	+$450K	0.03%	306

Other funds holding SEI

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

ECA

Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

SPPAM

Summit Partners Public Asset Management Boston, Massachusetts $5.69B AUM 259.25% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

VCM

Valiant Capital Management San Francisco, California $2.48B AUM 57.08% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's SEI Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Solaris Energy Infrastructure (SEI) stake by 36% in Q2 2026, selling an estimated $145K and leaving 3,665 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #422.

Pinnacle Wealth Management Advisory Group first reported a position in SEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $427K in Q4 2025. 433 funds tracked by Wall St. Rank hold SEI as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 3,665 shares of Solaris Energy Infrastructure worth $295K as of Q2 2026.
Pinnacle Wealth Management Advisory Group sold 2,036 Solaris Energy Infrastructure shares in Q2 2026, an estimated $145K.
Solaris Energy Infrastructure made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #422 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Solaris Energy Infrastructure in Q4 2025 and has held it in 3 quarters since.
Pinnacle Wealth Management Advisory Group's Solaris Energy Infrastructure position peaked at $427K in Q4 2025.
433 funds tracked by Wall St. Rank held Solaris Energy Infrastructure as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.