PWPS
AAT

Pinnacle Wealth Planning Services’s American Assets Trust AAT Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio AAT Stock Details AAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.8K Buy
559
+17
+3% +$373 ﹤0.01% 1945
2026
Q1 		$9.98K Sell
542
-116
-18% -$2.17K ﹤0.01% 1999
2025
Q4 		$12.5K Buy
+658
New +$12.7K ﹤0.01% 1924
2021
Q1 		– Sell
-2,139
Closed -$62K – 348
2020
Q4 		$62K Buy
+2,139
New +$56.9K 0.01% 681

Other funds holding AAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAI
American Assets Inc San Diego, California $332M AUM 17.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AAIM
American Assets Investment Management San Diego, California $1.65B AUM 59.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pinnacle Wealth Planning Services's AAT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its American Assets Trust (AAT) stake by 3.1% in Q2 2026, buying an estimated $373 and bringing the position to 559 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1945.

Pinnacle Wealth Planning Services first reported a position in AAT in Q4 2020 and has held it in 4 quarters since. The position peaked at $62K in Q4 2020. 244 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 559 shares of American Assets Trust worth $13.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 17 American Assets Trust shares in Q2 2026, an estimated $373.
  • American Assets Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1945 holding.
  • Pinnacle Wealth Planning Services first reported a position in American Assets Trust in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's American Assets Trust position peaked at $62K in Q4 2020.
  • 244 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.