Pinnacle Wealth Planning Services’s Flushing Financial FFIC Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio FFIC Stock Details FFIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-89	Closed	-$1.37K	–	2780
2026 Q1	$1.37K	Hold	89	–	–	﹤0.01%	2508
2025 Q4	$1.35K	Buy	+89	New	+$1.35K	﹤0.01%	2549
2021 Q1	–	Sell	-67	Closed	-$1K	–	908
2020 Q4	$1K	Buy	+67	New	+$927	﹤0.01%	2112

Other funds holding FFIC

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Flushing Financial (FFIC) in Q2 2026, closing a stake of 89 shares — an estimated $1.37K sold.

Pinnacle Wealth Planning Services first reported a position in FFIC in Q4 2020 and held it in 3 quarters. The position peaked at $1.37K in Q1 2026. 2 funds tracked by Wall St. Rank hold FFIC as of Q2 2026.

Pinnacle Wealth Planning Services reported no remaining Flushing Financial position as of Q2 2026 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 89 Flushing Financial shares in Q2 2026, an estimated $1.37K.
Pinnacle Wealth Planning Services first reported a position in Flushing Financial in Q4 2020 and held it in 3 quarters.
Pinnacle Wealth Planning Services's Flushing Financial position peaked at $1.37K in Q1 2026.
2 funds tracked by Wall St. Rank held Flushing Financial as of Q2 2026.

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