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Pinnacle Wealth Management Advisory Group’s UNIFI UFI Stock Holding History

Pinnacle Wealth Management Advisory Group’s Portfolio UFI Stock Details UFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$166K Sell
34,895
-13,870
-28% -$55.2K 0.01% 549
2026
Q1 		$174K Sell
48,765
-4,500
-8% -$17.3K 0.01% 525
2025
Q4 		$186K Buy
53,265
+30,214
+131% +$117K 0.01% 509
2025
Q3 		$110K Buy
+23,051
New +$106K 0.01% 392

Other funds holding UFI

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Pinnacle Wealth Management Advisory Group reduced its UNIFI (UFI) stake by 28% in Q2 2026, selling an estimated $55.2K and leaving 34,895 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #549.

Pinnacle Wealth Management Advisory Group first reported a position in UFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $186K in Q4 2025. 51 funds tracked by Wall St. Rank hold UFI as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 34,895 shares of UNIFI worth $166K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group sold 13,870 UNIFI shares in Q2 2026, an estimated $55.2K.
  • UNIFI made up 0.01% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #549 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in UNIFI in Q3 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Management Advisory Group's UNIFI position peaked at $186K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held UNIFI as of Q2 2026.

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