Pinnacle Wealth Planning Services’s Summit Hotel Properties INN Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio INN Stock Details INN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.5K	Buy	252 +29	+13%	+$181	﹤0.01%	2541
2026 Q2	$1.56K	Sell	223 -772	-78%	-$4.26K	﹤0.01%	2514
2026 Q1	$4.4K	Sell	995 -2,164	-69%	-$9.7K	﹤0.01%	2290
2025 Q4	$15.4K	Buy	+3,159	New	+$16.5K	﹤0.01%	1838
2021 Q1	–	Sell	-5,697	Closed	-$52K	–	1117
2020 Q4	$52K	Buy	+5,697	New	+$42.2K	0.01%	776

Other funds holding INN

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Virtus ETF Advisers New York $274M AUM 56.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Summit Hotel Properties (INN) stake by 13% in Q3 2026, buying an estimated $181 and bringing the position to 252 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2541.

Pinnacle Wealth Planning Services first reported a position in INN in Q4 2020 and has held it in 5 quarters since. The position peaked at $52K in Q4 2020. 83 funds tracked by Wall St. Rank hold INN as of Q3 2026.

Pinnacle Wealth Planning Services held 252 shares of Summit Hotel Properties worth $1.5K as of Q3 2026.
Pinnacle Wealth Planning Services bought 29 Summit Hotel Properties shares in Q3 2026, an estimated $181.
Summit Hotel Properties made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2541 holding.
Pinnacle Wealth Planning Services first reported a position in Summit Hotel Properties in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Summit Hotel Properties position peaked at $52K in Q4 2020.
83 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q3 2026.

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