Pinnacle Wealth Planning Services
EYE icon

Pinnacle Wealth Planning Services’s National Vision EYE Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio EYE Stock Details EYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$33.3K Buy
2,032
+1,644
+424% +$31.2K ﹤0.01% 1529
2026
Q2 		$7.38K Sell
388
-921
-70% -$18.8K ﹤0.01% 2180
2026
Q1 		$33.9K Buy
1,309
+81
+7% +$2.2K ﹤0.01% 1420
2025
Q4 		$31.7K Buy
+1,228
New +$33K ﹤0.01% 1485
2021
Q1 		– Sell
-274
Closed -$12K – 886
2020
Q4 		$12K Buy
+274
New +$11.9K ﹤0.01% 1330

Other funds holding EYE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its National Vision (EYE) stake by 424% in Q3 2026, buying an estimated $31.2K and bringing the position to 2,032 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

Pinnacle Wealth Planning Services first reported a position in EYE in Q4 2020 and has held it in 5 quarters since. The position peaked at $33.9K in Q1 2026. 168 funds tracked by Wall St. Rank hold EYE as of Q3 2026.

  • Pinnacle Wealth Planning Services held 2,032 shares of National Vision worth $33.3K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 1,644 National Vision shares in Q3 2026, an estimated $31.2K.
  • National Vision made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1529 holding.
  • Pinnacle Wealth Planning Services first reported a position in National Vision in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's National Vision position peaked at $33.9K in Q1 2026.
  • 168 funds tracked by Wall St. Rank held National Vision as of Q3 2026.

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