PWPS
CIO

Pinnacle Wealth Planning Services’s City Office REIT CIO Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CIO Stock Details CIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-20,257
Closed -$142K – 2759
2025
Q4 		$142K Hold
20,257
– – 0.01% 619
2025
Q3 		$141K Hold
20,257
– – 0.02% 461
2025
Q2 		$108K Hold
20,257
– – 0.01% 438
2025
Q1 		$105K Hold
20,257
– – 0.02% 382
2024
Q4 		$112K Hold
20,257
– – 0.02% 367
2024
Q3 		$118K Hold
20,257
– – 0.02% 495
2024
Q2 		$101K Buy
20,257
+280
+1% +$1.35K 0.01% 482
2024
Q1 		$104K Hold
19,977
– – 0.02% 484
2023
Q4 		$122K Buy
+19,977
New +$93.1K 0.02% 441
2023
Q3 		– Sell
-20,354
Closed -$113K – 459
2023
Q2 		$113K Buy
+20,354
New +$111K 0.02% 423
2021
Q1 		– Sell
-256
Closed -$3K – 657
2020
Q4 		$3K Buy
+256
New +$2.11K ﹤0.01% 1799

Other funds holding CIO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of City Office REIT (CIO) in Q1 2026, closing a stake of 20,257 shares — an estimated $142K sold.

Pinnacle Wealth Planning Services first reported a position in CIO in Q4 2020 and held it in 11 quarters. The position peaked at $142K in Q4 2025. 2 funds tracked by Wall St. Rank hold CIO as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining City Office REIT position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 20,257 City Office REIT shares in Q1 2026, an estimated $142K.
  • Pinnacle Wealth Planning Services first reported a position in City Office REIT in Q4 2020 and held it in 11 quarters.
  • Pinnacle Wealth Planning Services's City Office REIT position peaked at $142K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held City Office REIT as of Q1 2026.

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