PWPS
BLMN icon

Pinnacle Wealth Planning Services’s Bloomin' Brands BLMN Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio BLMN Stock Details BLMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$439 Hold
48
– – ﹤0.01% 2660
2026
Q1 		$259 Sell
48
-4,516
-99% -$28.9K ﹤0.01% 2667
2025
Q4 		$28.2K Buy
+4,564
New +$31.8K ﹤0.01% 1553
2021
Q1 		– Sell
-1,969
Closed -$38K – 553
2020
Q4 		$38K Buy
+1,969
New +$33.6K 0.01% 911

Other funds holding BLMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Bloomin' Brands (BLMN) position steady in Q2 2026 at 48 shares worth $439. The position accounts for ﹤0.01% of the portfolio, ranked #2660.

Pinnacle Wealth Planning Services first reported a position in BLMN in Q4 2020 and has held it in 4 quarters since. The position peaked at $38K in Q4 2020. 238 funds tracked by Wall St. Rank hold BLMN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 48 shares of Bloomin' Brands worth $439 as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Bloomin' Brands share count unchanged in Q2 2026.
  • Bloomin' Brands made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2660 holding.
  • Pinnacle Wealth Planning Services first reported a position in Bloomin' Brands in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Bloomin' Brands position peaked at $38K in Q4 2020.
  • 238 funds tracked by Wall St. Rank held Bloomin' Brands as of Q2 2026.

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