PWPS
ALX

Pinnacle Wealth Planning Services’s Alexander's ALX Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ALX Stock Details ALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$276 Hold
1
– – ﹤0.01% 2698
2026
Q1 		$236 Hold
1
– – ﹤0.01% 2680
2025
Q4 		$218 Buy
+1
New +$223 ﹤0.01% 2708

Other funds holding ALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Alexander's (ALX) position steady in Q2 2026 at 1 share worth $276. The position accounts for ﹤0.01% of the portfolio, ranked #2698.

Pinnacle Wealth Planning Services first reported a position in ALX in Q4 2025 and has held it in 3 quarters since. 154 funds tracked by Wall St. Rank hold ALX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1 share of Alexander's worth $276 as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Alexander's share count unchanged in Q2 2026.
  • Alexander's made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2698 holding.
  • Pinnacle Wealth Planning Services first reported a position in Alexander's in Q4 2025 and has held it in 3 quarters since.
  • 154 funds tracked by Wall St. Rank held Alexander's as of Q2 2026.

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