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 Q2	$1.21K	Sell	562 -2,875	-84%	-$6.89K	﹤0.01%	2554
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Zazove Associates Incline Village, Nevada $1.22B AUM 1.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

LIP

Landmark Investment Partners West Palm Beach, Florida $399M AUM 2.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Braemar Hotels & Resorts (BHR) stake by 84% in Q2 2026, selling an estimated $6.89K and leaving 562 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #2554.

Pinnacle Wealth Planning Services first reported a position in BHR in Q3 2023 and has held it in 5 quarters since. The position peaked at $96.8K in Q3 2023. 128 funds tracked by Wall St. Rank hold BHR as of Q2 2026.

Pinnacle Wealth Planning Services held 562 shares of Braemar Hotels & Resorts worth $1.21K as of Q2 2026.
Pinnacle Wealth Planning Services sold 2,875 Braemar Hotels & Resorts shares in Q2 2026, an estimated $6.89K.
Braemar Hotels & Resorts made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2554 holding.
Pinnacle Wealth Planning Services first reported a position in Braemar Hotels & Resorts in Q3 2023 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Braemar Hotels & Resorts position peaked at $96.8K in Q3 2023.
128 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q2 2026.

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