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Pinnacle Wealth Planning Services’s J&J Snack Foods JJSF Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio JJSF Stock Details JJSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.8K Sell
149
-82
-35% -$7.1K ﹤0.01% 1940
2025
Q4 		$20.9K Buy
+231
New +$20.9K ﹤0.01% 1698
2021
Q1 		– Sell
-426
Closed -$67K – 1165
2020
Q4 		$67K Buy
+426
New +$62.1K 0.02% 654

Other funds holding JJSF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its J&J Snack Foods (JJSF) stake by 35% in Q1 2026, selling an estimated $7.1K and leaving 149 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1940.

Pinnacle Wealth Planning Services first reported a position in JJSF in Q4 2020 and has held it in 3 quarters since. The position peaked at $67K in Q4 2020. 246 funds tracked by Wall St. Rank hold JJSF as of Q1 2026.

  • Pinnacle Wealth Planning Services held 149 shares of J&J Snack Foods worth $11.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 82 J&J Snack Foods shares in Q1 2026, an estimated $7.1K.
  • J&J Snack Foods made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1940 holding.
  • Pinnacle Wealth Planning Services first reported a position in J&J Snack Foods in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's J&J Snack Foods position peaked at $67K in Q4 2020.
  • 246 funds tracked by Wall St. Rank held J&J Snack Foods as of Q1 2026.

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