Pinnacle Wealth Planning Services
HIG icon

Pinnacle Wealth Planning Services’s Hartford Financial Services HIG Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio HIG Stock Details HIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$271K Buy
2,216
+2
+0.1% +$275 0.03% 389
2026
Q2 		$293K Buy
2,214
+10
+0.5% +$1.34K 0.03% 384
2026
Q1 		$298K Buy
2,204
+21
+1% +$2.87K 0.03% 339
2025
Q4 		$301K Buy
2,183
+2
+0.1% +$264 0.03% 322
2025
Q3 		$291K Buy
2,181
+18
+0.8% +$2.31K 0.03% 328
2025
Q2 		$274K Buy
+2,163
New +$269K 0.04% 325
2024
Q4 		– Sell
-2,518
Closed -$296K – 464
2024
Q3 		$296K Hold
2,518
– – 0.04% 309
2024
Q2 		$253K Hold
2,518
– – 0.04% 338
2024
Q1 		$259K Sell
2,518
-7
-0.3% -$642 0.04% 340
2023
Q4 		$203K Sell
2,525
-3,093
-55% -$233K 0.03% 407
2023
Q3 		$398K Hold
5,618
– – 0.07% 199
2023
Q2 		$405K Hold
5,618
– – 0.07% 202
2023
Q1 		$392K Buy
5,618
+17
+0.3% +$1.26K 0.07% 215
2022
Q4 		$425K Sell
5,601
-116
-2% -$8.35K 0.08% 195
2022
Q3 		$354K Sell
5,717
-444
-7% -$28.9K 0.07% 196
2022
Q2 		$403K Buy
6,161
+972
+19% +$68.1K 0.07% 188
2022
Q1 		$373K Hold
5,189
– – 0.07% 224
2021
Q4 		$358K Sell
5,189
-46
-0.9% -$3.24K 0.07% 228
2021
Q3 		$368K Sell
5,235
-3
-0.1% -$198 0.08% 207
2021
Q2 		$325K Sell
5,238
-6
-0.1% -$393 0.08% 217
2021
Q1 		$350K Sell
5,244
-25
-0.5% -$1.35K 0.09% 193
2020
Q4 		$259K Buy
+5,269
New +$227K 0.06% 228
2020
Q3 		– Sell
-5,216
Closed -$201K – 282
2020
Q2 		$201K Sell
5,216
-813
-13% -$31K 0.07% 224
2020
Q1 		$211K Buy
+6,029
New +$314K 0.1% 181

Other funds holding HIG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Great Lakes Advisors
Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Hartford Financial Services (HIG) stake by 0.09% in Q3 2026, buying an estimated $275 and bringing the position to 2,216 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #389.

Pinnacle Wealth Planning Services first reported a position in HIG in Q1 2020 and has held it in 24 quarters since. The position peaked at $425K in Q4 2022. 660 funds tracked by Wall St. Rank hold HIG as of Q3 2026.

  • Pinnacle Wealth Planning Services held 2,216 shares of Hartford Financial Services worth $271K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 2 Hartford Financial Services shares in Q3 2026, an estimated $275.
  • Hartford Financial Services made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #389 holding.
  • Pinnacle Wealth Planning Services first reported a position in Hartford Financial Services in Q1 2020 and has held it in 24 quarters since.
  • Pinnacle Wealth Planning Services's Hartford Financial Services position peaked at $425K in Q4 2022.
  • 660 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2026.

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