Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s Core & Main CNM Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CNM Stock Details CNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.24K Buy
54
+20
+59% +$881 ﹤0.01% 2469
2026
Q2 		$1.64K Buy
34
+6
+21% +$297 ﹤0.01% 2504
2026
Q1 		$1.38K Buy
28
+3
+12% +$162 ﹤0.01% 2505
2025
Q4 		$1.3K Buy
+25
New +$1.28K ﹤0.01% 2555

Other funds holding CNM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Core & Main (CNM) stake by 59% in Q3 2026, buying an estimated $881 and bringing the position to 54 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #2469.

Pinnacle Wealth Planning Services first reported a position in CNM in Q4 2025 and has held it in 4 quarters since. 163 funds tracked by Wall St. Rank hold CNM as of Q3 2026.

  • Pinnacle Wealth Planning Services held 54 shares of Core & Main worth $2.24K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 20 Core & Main shares in Q3 2026, an estimated $881.
  • Core & Main made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2469 holding.
  • Pinnacle Wealth Planning Services first reported a position in Core & Main in Q4 2025 and has held it in 4 quarters since.
  • 163 funds tracked by Wall St. Rank held Core & Main as of Q3 2026.

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