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Pinnacle Wealth Planning Services’s Core Laboratories CLB Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CLB Stock Details CLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.8K Sell
2,557
-783
-23% -$11.2K ﹤0.01% 1590
2026
Q1 		$56.1K Buy
3,340
+44
+1% +$787 0.01% 1136
2025
Q4 		$52.8K Buy
+3,296
New +$49.1K 0.01% 1160

Other funds holding CLB

AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Pinnacle Wealth Planning Services reduced its Core Laboratories (CLB) stake by 23% in Q2 2026, selling an estimated $11.2K and leaving 2,557 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

Pinnacle Wealth Planning Services first reported a position in CLB in Q4 2025 and has held it in 3 quarters since. The position peaked at $56.1K in Q1 2026. 187 funds tracked by Wall St. Rank hold CLB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,557 shares of Core Laboratories worth $29.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 783 Core Laboratories shares in Q2 2026, an estimated $11.2K.
  • Core Laboratories made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1590 holding.
  • Pinnacle Wealth Planning Services first reported a position in Core Laboratories in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Core Laboratories position peaked at $56.1K in Q1 2026.
  • 187 funds tracked by Wall St. Rank held Core Laboratories as of Q2 2026.

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