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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
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 $155M AUM 35.49% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's UFI Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its UNIFI (UFI) stake by 8.4% in Q1 2026, selling an estimated $17.3K and leaving 48,765 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #525.

Pinnacle Wealth Management Advisory Group first reported a position in UFI in Q3 2025 and has held it in 3 quarters since. The position peaked at $186K in Q4 2025. 50 funds tracked by Wall St. Rank hold UFI as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 48,765 shares of UNIFI worth $174K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group sold 4,500 UNIFI shares in Q1 2026, an estimated $17.3K.
  • UNIFI made up 0.01% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #525 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in UNIFI in Q3 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Management Advisory Group's UNIFI position peaked at $186K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held UNIFI as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.