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Pinnacle Wealth Planning Services’s Brixmor Property Group BRX Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio BRX Stock Details BRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.5K Buy
111
+15
+16% +$458 ﹤0.01% 2365
2026
Q1 		$2.77K Buy
96
+32
+50% +$903 ﹤0.01% 2386
2025
Q4 		$1.68K Buy
+64
New +$1.69K ﹤0.01% 2515
2021
Q1 		– Sell
-54
Closed -$1K – 574
2020
Q4 		$1K Buy
+54
New +$767 ﹤0.01% 2073

Other funds holding BRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Brixmor Property Group (BRX) stake by 16% in Q2 2026, buying an estimated $458 and bringing the position to 111 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2365.

Pinnacle Wealth Planning Services first reported a position in BRX in Q4 2020 and has held it in 4 quarters since. 478 funds tracked by Wall St. Rank hold BRX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 111 shares of Brixmor Property Group worth $3.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 15 Brixmor Property Group shares in Q2 2026, an estimated $458.
  • Brixmor Property Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2365 holding.
  • Pinnacle Wealth Planning Services first reported a position in Brixmor Property Group in Q4 2020 and has held it in 4 quarters since.
  • 478 funds tracked by Wall St. Rank held Brixmor Property Group as of Q2 2026.

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