PWPS
ARI

Pinnacle Wealth Planning Services’s Apollo Commercial Real Estate ARI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$62.4K Buy
5,841
+94
+2% +$1.02K 0.01% 1126
2026
Q1 		$60.7K Buy
5,747
+137
+2% +$1.43K 0.01% 1091
2025
Q4 		$54.3K Buy
+5,610
New +$56.1K 0.01% 1141
2021
Q1 		– Sell
-2,266
Closed -$25K – 450
2020
Q4 		$25K Buy
+2,266
New +$23.2K 0.01% 1069

Other funds holding ARI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Apollo Commercial Real Estate (ARI) stake by 1.6% in Q2 2026, buying an estimated $1.02K and bringing the position to 5,841 shares worth $62.4K. The position accounts for 0.01% of the portfolio, ranked #1126.

Pinnacle Wealth Planning Services first reported a position in ARI in Q4 2020 and has held it in 4 quarters since. 284 funds tracked by Wall St. Rank hold ARI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 5,841 shares of Apollo Commercial Real Estate worth $62.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 94 Apollo Commercial Real Estate shares in Q2 2026, an estimated $1.02K.
  • Apollo Commercial Real Estate made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1126 holding.
  • Pinnacle Wealth Planning Services first reported a position in Apollo Commercial Real Estate in Q4 2020 and has held it in 4 quarters since.
  • 284 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2026.

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