Pinnacle Wealth Planning Services
CORZ icon

Pinnacle Wealth Planning Services’s Core Scientific CORZ Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CORZ Stock Details CORZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$415 Sell
26
-68
-72% -$1.34K ﹤0.01% 2717
2026
Q2 		$2.4K Buy
+94
New +$2.21K ﹤0.01% 2438
2026
Q1 		– Sell
-76
Closed -$1.11K – 2762
2025
Q4 		$1.11K Buy
+76
New +$1.32K ﹤0.01% 2572

Other funds holding CORZ

Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
CCAM
Capelight Capital Asset Management New York $254M AUM 164.28% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Core Scientific (CORZ) stake by 72% in Q3 2026, selling an estimated $1.34K and leaving 26 shares worth $415. The position accounts for ﹤0.01% of the portfolio, ranked #2717.

Pinnacle Wealth Planning Services first reported a position in CORZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.4K in Q2 2026. 78 funds tracked by Wall St. Rank hold CORZ as of Q3 2026.

  • Pinnacle Wealth Planning Services held 26 shares of Core Scientific worth $415 as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 68 Core Scientific shares in Q3 2026, an estimated $1.34K.
  • Core Scientific made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2717 holding.
  • Pinnacle Wealth Planning Services first reported a position in Core Scientific in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Core Scientific position peaked at $2.4K in Q2 2026.
  • 78 funds tracked by Wall St. Rank held Core Scientific as of Q3 2026.

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