Pinnacle Wealth Planning Services
BOOT icon

Pinnacle Wealth Planning Services’s Boot Barn BOOT Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio BOOT Stock Details BOOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$36K Sell
299
-353
-54% -$53K ﹤0.01% 1491
2026
Q2 		$107K Sell
652
-103
-14% -$16.7K 0.01% 833
2026
Q1 		$111K Buy
755
+19
+3% +$3.44K 0.01% 742
2025
Q4 		$130K Buy
+736
New +$137K 0.01% 651
2021
Q1 		– Sell
-109
Closed -$5K – 563
2020
Q4 		$5K Buy
+109
New +$4.1K ﹤0.01% 1638

Other funds holding BOOT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Pinnacle Wealth Planning Services's BOOT Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Boot Barn (BOOT) stake by 54% in Q3 2026, selling an estimated $53K and leaving 299 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Pinnacle Wealth Planning Services first reported a position in BOOT in Q4 2020 and has held it in 5 quarters since. The position peaked at $130K in Q4 2025. 247 funds tracked by Wall St. Rank hold BOOT as of Q3 2026.

  • Pinnacle Wealth Planning Services held 299 shares of Boot Barn worth $36K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 353 Boot Barn shares in Q3 2026, an estimated $53K.
  • Boot Barn made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1491 holding.
  • Pinnacle Wealth Planning Services first reported a position in Boot Barn in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Boot Barn position peaked at $130K in Q4 2025.
  • 247 funds tracked by Wall St. Rank held Boot Barn as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.