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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its John B. Sanfilippo & Son (JBSS) stake by 0.6% in Q2 2026, selling an estimated $316 and leaving 658 shares worth $56.6K. The position accounts for 0.01% of the portfolio, ranked #1182.

Pinnacle Wealth Planning Services first reported a position in JBSS in Q4 2020 and has held it in 4 quarters since. 212 funds tracked by Wall St. Rank hold JBSS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 658 shares of John B. Sanfilippo & Son worth $56.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 4 John B. Sanfilippo & Son shares in Q2 2026, an estimated $316.
  • John B. Sanfilippo & Son made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1182 holding.
  • Pinnacle Wealth Planning Services first reported a position in John B. Sanfilippo & Son in Q4 2020 and has held it in 4 quarters since.
  • 212 funds tracked by Wall St. Rank held John B. Sanfilippo & Son as of Q2 2026.

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