Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s Fox Class A FOXA Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio FOXA Stock Details FOXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$66.2K Buy
1,056
+455
+76% +$28.3K 0.01% 1104
2026
Q2 		$31.3K Buy
601
+25
+4% +$1.54K ﹤0.01% 1563
2026
Q1 		$33.6K Buy
576
+86
+18% +$5.49K ﹤0.01% 1424
2025
Q4 		$35.8K Buy
+490
New +$32K ﹤0.01% 1414
2021
Q1 		– Sell
-431
Closed -$13K – 941
2020
Q4 		$13K Buy
+431
New +$12K ﹤0.01% 1307

Other funds holding FOXA

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Fox Class A (FOXA) stake by 76% in Q3 2026, buying an estimated $28.3K and bringing the position to 1,056 shares worth $66.2K. The position accounts for 0.01% of the portfolio, ranked #1104.

Pinnacle Wealth Planning Services first reported a position in FOXA in Q4 2020 and has held it in 5 quarters since. 199 funds tracked by Wall St. Rank hold FOXA as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,056 shares of Fox Class A worth $66.2K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 455 Fox Class A shares in Q3 2026, an estimated $28.3K.
  • Fox Class A made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1104 holding.
  • Pinnacle Wealth Planning Services first reported a position in Fox Class A in Q4 2020 and has held it in 5 quarters since.
  • 199 funds tracked by Wall St. Rank held Fox Class A as of Q3 2026.

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