Pinnacle Wealth Planning Services
JBSS icon

Pinnacle Wealth Planning Services’s John B. Sanfilippo & Son JBSS Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio JBSS Stock Details JBSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$45.5K Buy
684
+26
+4% +$2.03K ﹤0.01% 1327
2026
Q2 		$56.6K Sell
658
-4
-0.6% -$316 0.01% 1182
2026
Q1 		$52.5K Buy
662
+20
+3% +$1.54K 0.01% 1174
2025
Q4 		$45.3K Buy
+642
New +$43.6K ﹤0.01% 1262
2021
Q1 		– Sell
-52
Closed -$4K – 1158
2020
Q4 		$4K Buy
+52
New +$3.96K ﹤0.01% 1732

Other funds holding JBSS

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
VELA Investment Management
VELA Investment Management New Albany, Ohio $467M AUM 12.68% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its John B. Sanfilippo & Son (JBSS) stake by 4% in Q3 2026, buying an estimated $2.03K and bringing the position to 684 shares worth $45.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Pinnacle Wealth Planning Services first reported a position in JBSS in Q4 2020 and has held it in 5 quarters since. The position peaked at $56.6K in Q2 2026. 94 funds tracked by Wall St. Rank hold JBSS as of Q3 2026.

  • Pinnacle Wealth Planning Services held 684 shares of John B. Sanfilippo & Son worth $45.5K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 26 John B. Sanfilippo & Son shares in Q3 2026, an estimated $2.03K.
  • John B. Sanfilippo & Son made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1327 holding.
  • Pinnacle Wealth Planning Services first reported a position in John B. Sanfilippo & Son in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's John B. Sanfilippo & Son position peaked at $56.6K in Q2 2026.
  • 94 funds tracked by Wall St. Rank held John B. Sanfilippo & Son as of Q3 2026.

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