PWPS
CURB

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Curbline Properties (CURB) stake by 2% in Q2 2026, buying an estimated $1.2K and bringing the position to 2,178 shares worth $66.2K. The position accounts for 0.01% of the portfolio, ranked #1097.

Pinnacle Wealth Planning Services first reported a position in CURB in Q4 2025 and has held it in 3 quarters since. 284 funds tracked by Wall St. Rank hold CURB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,178 shares of Curbline Properties worth $66.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 42 Curbline Properties shares in Q2 2026, an estimated $1.2K.
  • Curbline Properties made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1097 holding.
  • Pinnacle Wealth Planning Services first reported a position in Curbline Properties in Q4 2025 and has held it in 3 quarters since.
  • 284 funds tracked by Wall St. Rank held Curbline Properties as of Q2 2026.

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