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Pinnacle Wealth Planning Services’s AdvanSix ASIX Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ASIX Stock Details ASIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$60 Hold
3
– – ﹤0.01% 2737
2026
Q1 		$73 Hold
3
– – ﹤0.01% 2716
2025
Q4 		$52 Buy
+3
New +$52 ﹤0.01% 2739
2021
Q1 		– Sell
-40
Closed -$1K – 464
2020
Q4 		$1K Buy
+40
New +$685 ﹤0.01% 2052

Other funds holding ASIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its AdvanSix (ASIX) position steady in Q2 2026 at 3 shares worth $60. The position accounts for ﹤0.01% of the portfolio, ranked #2737.

Pinnacle Wealth Planning Services first reported a position in ASIX in Q4 2020 and has held it in 4 quarters since. The position peaked at $1K in Q4 2020. 256 funds tracked by Wall St. Rank hold ASIX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3 shares of AdvanSix worth $60 as of Q2 2026.
  • Pinnacle Wealth Planning Services left its AdvanSix share count unchanged in Q2 2026.
  • AdvanSix made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2737 holding.
  • Pinnacle Wealth Planning Services first reported a position in AdvanSix in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's AdvanSix position peaked at $1K in Q4 2020.
  • 256 funds tracked by Wall St. Rank held AdvanSix as of Q2 2026.

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