Pinnacle Wealth Planning Services
CURB icon

Pinnacle Wealth Planning Services’s Curbline Properties CURB Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CURB Stock Details CURB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$63.7K Buy
2,289
+111
+5% +$3.32K 0.01% 1126
2026
Q2 		$66.2K Buy
2,178
+42
+2% +$1.2K 0.01% 1097
2026
Q1 		$55.1K Buy
2,136
+111
+5% +$2.84K 0.01% 1149
2025
Q4 		$47K Buy
+2,025
New +$47.2K ﹤0.01% 1238

Other funds holding CURB

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
AEW Capital Management
AEW Capital Management Boston, Massachusetts $1.56B AUM 8.6% 1-Year Est. Return
ACMI
AEW CAPITAL MANAGEMENT INC Boston, Massachusetts $1.56B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Curbline Properties (CURB) stake by 5.1% in Q3 2026, buying an estimated $3.32K and bringing the position to 2,289 shares worth $63.7K. The position accounts for 0.01% of the portfolio, ranked #1126.

Pinnacle Wealth Planning Services first reported a position in CURB in Q4 2025 and has held it in 4 quarters since. The position peaked at $66.2K in Q2 2026. 139 funds tracked by Wall St. Rank hold CURB as of Q3 2026.

  • Pinnacle Wealth Planning Services held 2,289 shares of Curbline Properties worth $63.7K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 111 Curbline Properties shares in Q3 2026, an estimated $3.32K.
  • Curbline Properties made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1126 holding.
  • Pinnacle Wealth Planning Services first reported a position in Curbline Properties in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Curbline Properties position peaked at $66.2K in Q2 2026.
  • 139 funds tracked by Wall St. Rank held Curbline Properties as of Q3 2026.

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