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Pinnacle Wealth Planning Services’s Calumet Specialty Products CLMT Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CLMT Stock Details CLMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$144K Sell
4,000
-51
-1% -$1.71K 0.01% 685
2026
Q1 		$145K Sell
4,051
-51
-1% -$1.32K 0.02% 604
2025
Q4 		$81.5K Buy
+4,102
New +$78.9K 0.01% 900

Other funds holding CLMT

TSC
Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WDOM
Wasserstein Debt Opportunities Management New York $264M AUM 188.78% 1-Year Est. Return
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
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Calumet Specialty Products (CLMT) stake by 1.3% in Q2 2026, selling an estimated $1.71K and leaving 4,000 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #685.

Pinnacle Wealth Planning Services first reported a position in CLMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $145K in Q1 2026. 189 funds tracked by Wall St. Rank hold CLMT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 4,000 shares of Calumet Specialty Products worth $144K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 51 Calumet Specialty Products shares in Q2 2026, an estimated $1.71K.
  • Calumet Specialty Products made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #685 holding.
  • Pinnacle Wealth Planning Services first reported a position in Calumet Specialty Products in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Calumet Specialty Products position peaked at $145K in Q1 2026.
  • 189 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2026.

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