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Pinnacle Wealth Planning Services’s Herc Holdings HRI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio HRI Stock Details HRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$121K Hold
844
– – 0.01% 763
2026
Q1 		$84K Buy
844
+2
+0.2% +$285 0.01% 886
2025
Q4 		$125K Buy
+842
New +$115K 0.01% 671
2021
Q1 		– Sell
-838
Closed -$56K – 1060
2020
Q4 		$56K Buy
+838
New +$45.3K 0.01% 736

Other funds holding HRI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Herc Holdings (HRI) position steady in Q2 2026 at 844 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #763.

Pinnacle Wealth Planning Services first reported a position in HRI in Q4 2020 and has held it in 4 quarters since. The position peaked at $125K in Q4 2025. 338 funds tracked by Wall St. Rank hold HRI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 844 shares of Herc Holdings worth $121K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Herc Holdings share count unchanged in Q2 2026.
  • Herc Holdings made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #763 holding.
  • Pinnacle Wealth Planning Services first reported a position in Herc Holdings in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Herc Holdings position peaked at $125K in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2026.

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