PWPS
BHR

Pinnacle Wealth Planning Services’s Braemar Hotels & Resorts BHR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio BHR Stock Details BHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.11K Buy
3,437
+2,875
+512% +$8.01K ﹤0.01% 2089
2025
Q4 		$1.61K Buy
+562
New +$1.51K ﹤0.01% 2522
2024
Q1 		– Sell
-33,975
Closed -$84.9K – 514
2023
Q4 		$84.9K Sell
33,975
-989
-3% -$2.46K 0.01% 465
2023
Q3 		$96.8K Buy
+34,964
New +$109K 0.02% 420

Other funds holding BHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LIP
Landmark Investment Partners West Palm Beach, Florida $139M AUM 16.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Pinnacle Wealth Planning Services's BHR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Braemar Hotels & Resorts (BHR) stake by 512% in Q1 2026, buying an estimated $8.01K and bringing the position to 3,437 shares worth $8.11K. The position accounts for ﹤0.01% of the portfolio, ranked #2089.

Pinnacle Wealth Planning Services first reported a position in BHR in Q3 2023 and has held it in 4 quarters since. The position peaked at $96.8K in Q3 2023. 136 funds tracked by Wall St. Rank hold BHR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,437 shares of Braemar Hotels & Resorts worth $8.11K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 2,875 Braemar Hotels & Resorts shares in Q1 2026, an estimated $8.01K.
  • Braemar Hotels & Resorts made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2089 holding.
  • Pinnacle Wealth Planning Services first reported a position in Braemar Hotels & Resorts in Q3 2023 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Braemar Hotels & Resorts position peaked at $96.8K in Q3 2023.
  • 136 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.