Pinnacle Wealth Planning Services
EROK icon

Pinnacle Wealth Planning Services’s EagleRock Land EROK Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio EROK Stock Details EROK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17.8K Buy
856
+184
+27% +$4.27K ﹤0.01% 1835
2026
Q2 		$14.3K Buy
+672
New +$14.5K ﹤0.01% 1926

Other funds holding EROK

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Amicus Financial Advisors
Amicus Financial Advisors Lubbock, Texas $391M AUM 6.91% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Moors & Cabot
Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return
Islay Capital Management
Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its EagleRock Land (EROK) stake by 27% in Q3 2026, buying an estimated $4.27K and bringing the position to 856 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1835.

Pinnacle Wealth Planning Services first reported a position in EROK in Q2 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold EROK as of Q3 2026.

  • Pinnacle Wealth Planning Services held 856 shares of EagleRock Land worth $17.8K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 184 EagleRock Land shares in Q3 2026, an estimated $4.27K.
  • EagleRock Land made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1835 holding.
  • Pinnacle Wealth Planning Services first reported a position in EagleRock Land in Q2 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held EagleRock Land as of Q3 2026.

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