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Pinnacle Wealth Planning Services’s HCI Group HCI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$111K Sell
631
-3
-0.5% -$473 0.01% 813
2026
Q1 		$98K Sell
634
-122
-16% -$20K 0.01% 813
2025
Q4 		$145K Buy
+756
New +$142K 0.02% 609
2021
Q1 		– Sell
-66
Closed -$3K – 1030
2020
Q4 		$3K Buy
+66
New +$3.33K ﹤0.01% 1819

Other funds holding HCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.19B AUM 14.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its HCI Group (HCI) stake by 0.47% in Q2 2026, selling an estimated $473 and leaving 631 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #813.

Pinnacle Wealth Planning Services first reported a position in HCI in Q4 2020 and has held it in 4 quarters since. The position peaked at $145K in Q4 2025. 288 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 631 shares of HCI Group worth $111K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 3 HCI Group shares in Q2 2026, an estimated $473.
  • HCI Group made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #813 holding.
  • Pinnacle Wealth Planning Services first reported a position in HCI Group in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's HCI Group position peaked at $145K in Q4 2025.
  • 288 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

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