Pinnacle Wealth Planning Services
HUCK icon

Pinnacle Wealth Planning Services’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio HUCK Stock Details HUCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$80 Hold
24
– – ﹤0.01% 2820
2026
Q2 		$75 Sell
24
-333
-93% -$1.11K ﹤0.01% 2735
2026
Q1 		$1.09K Buy
357
+333
+1,388% +$1.69K ﹤0.01% 2539
2025
Q4 		$202 Buy
+24
New +$282 ﹤0.01% 2714

Other funds holding HUCK

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Covestor
Covestor London, United Kingdom $157M AUM 35.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Huckleberry.ai, Inc. Class B Common Stock (HUCK) position steady in Q3 2026 at 24 shares worth $80. The position accounts for ﹤0.01% of the portfolio, ranked #2820.

Pinnacle Wealth Planning Services first reported a position in HUCK in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.09K in Q1 2026. 43 funds tracked by Wall St. Rank hold HUCK as of Q3 2026.

  • Pinnacle Wealth Planning Services held 24 shares of Huckleberry.ai, Inc. Class B Common Stock worth $80 as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Huckleberry.ai, Inc. Class B Common Stock share count unchanged in Q3 2026.
  • Huckleberry.ai, Inc. Class B Common Stock made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2820 holding.
  • Pinnacle Wealth Planning Services first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Huckleberry.ai, Inc. Class B Common Stock position peaked at $1.09K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q3 2026.

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