Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s Grupo Cibest SA CIB Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CIB Stock Details CIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$89.2K Sell
961
-22
-2% -$2.03K 0.01% 920
2026
Q2 		$78.1K Hold
983
– – 0.01% 1013
2026
Q1 		$71.6K Hold
983
– – 0.01% 1001
2025
Q4 		$62.5K Buy
+983
New +$58.8K 0.01% 1048
2021
Q1 		– Sell
-1,201
Closed -$48K – 652
2020
Q4 		$48K Buy
+1,201
New +$37.5K 0.01% 813

Other funds holding CIB

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
EOFM
Eschaton Opportunities Fund Management Miami, Florida $487M AUM 37.33% 1-Year Est. Return
Lesa Sroufe & Co
Lesa Sroufe & Co Seattle, Washington $145M AUM 38.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Grupo Cibest SA (CIB) stake by 2.2% in Q3 2026, selling an estimated $2.03K and leaving 961 shares worth $89.2K. The position accounts for 0.01% of the portfolio, ranked #920.

Pinnacle Wealth Planning Services first reported a position in CIB in Q4 2020 and has held it in 5 quarters since. 58 funds tracked by Wall St. Rank hold CIB as of Q3 2026.

  • Pinnacle Wealth Planning Services held 961 shares of Grupo Cibest SA worth $89.2K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 22 Grupo Cibest SA shares in Q3 2026, an estimated $2.03K.
  • Grupo Cibest SA made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #920 holding.
  • Pinnacle Wealth Planning Services first reported a position in Grupo Cibest SA in Q4 2020 and has held it in 5 quarters since.
  • 58 funds tracked by Wall St. Rank held Grupo Cibest SA as of Q3 2026.

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