PWPS
INR

Pinnacle Wealth Planning Services’s Infinity Natural Resources INR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio INR Stock Details INR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.88K Hold
107
– – ﹤0.01% 2455
2025
Q4 		$1.58K Buy
+107
New +$1.4K ﹤0.01% 2524

Other funds holding INR

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's INR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Infinity Natural Resources (INR) position steady in Q1 2026 at 107 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #2455.

Pinnacle Wealth Planning Services first reported a position in INR in Q4 2025 and has held it in 2 quarters since. 134 funds tracked by Wall St. Rank hold INR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 107 shares of Infinity Natural Resources worth $1.88K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Infinity Natural Resources share count unchanged in Q1 2026.
  • Infinity Natural Resources made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2455 holding.
  • Pinnacle Wealth Planning Services first reported a position in Infinity Natural Resources in Q4 2025 and has held it in 2 quarters since.
  • 134 funds tracked by Wall St. Rank held Infinity Natural Resources as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.