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
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

SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Bloomin' Brands (BLMN) stake by 99% in Q1 2026, selling an estimated $28.9K and leaving 48 shares worth $259. The position accounts for ﹤0.01% of the portfolio, ranked #2667.

Pinnacle Wealth Planning Services first reported a position in BLMN in Q4 2020 and has held it in 3 quarters since. The position peaked at $38K in Q4 2020. 226 funds tracked by Wall St. Rank hold BLMN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 48 shares of Bloomin' Brands worth $259 as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 4,516 Bloomin' Brands shares in Q1 2026, an estimated $28.9K.
  • Bloomin' Brands made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2667 holding.
  • Pinnacle Wealth Planning Services first reported a position in Bloomin' Brands in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Bloomin' Brands position peaked at $38K in Q4 2020.
  • 226 funds tracked by Wall St. Rank held Bloomin' Brands as of Q1 2026.

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