PWPS
AL

Pinnacle Wealth Planning Services’s Air Lease Corp AL Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio AL Stock Details AL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,137
Closed -$139K – 2754
2026
Q1 		$139K Buy
2,137
+191
+10% +$12.3K 0.01% 628
2025
Q4 		$125K Buy
+1,946
New +$124K 0.01% 670
2021
Q1 		– Sell
-8
Closed – – 392
2020
Q4 		$0 Buy
+8
New +$287 ﹤0.01% 2248

Other funds holding AL

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CIAS
CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 16.93% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Air Lease Corp (AL) in Q2 2026, closing a stake of 2,137 shares — an estimated $139K sold.

Pinnacle Wealth Planning Services first reported a position in AL in Q4 2020 and held it in 3 quarters. The position peaked at $139K in Q1 2026. 3 funds tracked by Wall St. Rank hold AL as of Q2 2026.

  • Pinnacle Wealth Planning Services reported no remaining Air Lease Corp position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 2,137 Air Lease Corp shares in Q2 2026, an estimated $139K.
  • Pinnacle Wealth Planning Services first reported a position in Air Lease Corp in Q4 2020 and held it in 3 quarters.
  • Pinnacle Wealth Planning Services's Air Lease Corp position peaked at $139K in Q1 2026.
  • 3 funds tracked by Wall St. Rank held Air Lease Corp as of Q2 2026.

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