Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s Conagra Brands CAG Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CAG Stock Details CAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$135K Buy
10,053
+9,888
+5,993% +$148K 0.01% 691
2026
Q2 		$2.22K Sell
165
-3,198
-95% -$44.7K ﹤0.01% 2456
2026
Q1 		$52.9K Buy
3,363
+839
+33% +$14.8K 0.01% 1171
2025
Q4 		$43.7K Buy
+2,524
New +$44.8K ﹤0.01% 1290
2021
Q1 		– Sell
-2,293
Closed -$83K – 598
2020
Q4 		$83K Buy
+2,293
New +$83.2K 0.02% 552

Other funds holding CAG

Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
FVCM
F&V Capital Management Boca Raton, Florida $561M AUM 35.64% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Conagra Brands (CAG) stake by 5,993% in Q3 2026, buying an estimated $148K and bringing the position to 10,053 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #691.

Pinnacle Wealth Planning Services first reported a position in CAG in Q4 2020 and has held it in 5 quarters since. 286 funds tracked by Wall St. Rank hold CAG as of Q3 2026.

  • Pinnacle Wealth Planning Services held 10,053 shares of Conagra Brands worth $135K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 9,888 Conagra Brands shares in Q3 2026, an estimated $148K.
  • Conagra Brands made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #691 holding.
  • Pinnacle Wealth Planning Services first reported a position in Conagra Brands in Q4 2020 and has held it in 5 quarters since.
  • 286 funds tracked by Wall St. Rank held Conagra Brands as of Q3 2026.

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