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Pinnacle Wealth Planning Services’s Inter&Co INTR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio INTR Stock Details INTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.5K Sell
460
-115
-20% -$773 ﹤0.01% 2426
2026
Q1 		$4.58K Hold
575
– – ﹤0.01% 2286
2025
Q4 		$4.88K Buy
+575
New +$5.08K ﹤0.01% 2286

Other funds holding INTR

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $815M AUM 15.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $832M AUM 5.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Inter&Co (INTR) stake by 20% in Q2 2026, selling an estimated $773 and leaving 460 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2426.

Pinnacle Wealth Planning Services first reported a position in INTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.88K in Q4 2025. 137 funds tracked by Wall St. Rank hold INTR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 460 shares of Inter&Co worth $2.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 115 Inter&Co shares in Q2 2026, an estimated $773.
  • Inter&Co made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2426 holding.
  • Pinnacle Wealth Planning Services first reported a position in Inter&Co in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Inter&Co position peaked at $4.88K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Inter&Co as of Q2 2026.

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