Pinnacle Wealth Planning Services
FRO icon

Pinnacle Wealth Planning Services’s Frontline FRO Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio FRO Stock Details FRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.2K Sell
65
-46
-41% -$1.96K ﹤0.01% 2386
2026
Q2 		$3.86K Hold
111
– – ﹤0.01% 2352
2026
Q1 		$3.87K Sell
111
-107
-49% -$3.27K ﹤0.01% 2313
2025
Q4 		$4.76K Buy
+218
New +$5.1K ﹤0.01% 2295

Other funds holding FRO

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Citigroup
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Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
FengHe Fund Management
FengHe Fund Management Singapore $2.06B AUM 157.75% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Carolina Wealth Advisors
Carolina Wealth Advisors Myrtle Beach, South Carolina $263M AUM 16.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Frontline (FRO) stake by 41% in Q3 2026, selling an estimated $1.96K and leaving 65 shares worth $3.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2386.

Pinnacle Wealth Planning Services first reported a position in FRO in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.76K in Q4 2025. 90 funds tracked by Wall St. Rank hold FRO as of Q3 2026.

  • Pinnacle Wealth Planning Services held 65 shares of Frontline worth $3.2K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 46 Frontline shares in Q3 2026, an estimated $1.96K.
  • Frontline made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2386 holding.
  • Pinnacle Wealth Planning Services first reported a position in Frontline in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Frontline position peaked at $4.76K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held Frontline as of Q3 2026.

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