Pinnacle Wealth Planning Services
KEEL icon

Pinnacle Wealth Planning Services’s Keel Infrastructure Corp KEEL Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio KEEL Stock Details KEEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-1,480
Closed -$8.5K – 2858
2026
Q2 		$8.5K Buy
+1,480
New +$6.36K ﹤0.01% 2130

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $33B AUM 30.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Keel Infrastructure Corp (KEEL) in Q3 2026, closing a stake of 1,480 shares — an estimated $8.5K sold.

Pinnacle Wealth Planning Services first reported a position in KEEL in Q2 2026 and held it in 1 quarter. The position peaked at $8.5K in Q2 2026. 218 funds tracked by Wall St. Rank hold KEEL as of Q3 2026.

  • Pinnacle Wealth Planning Services reported no remaining Keel Infrastructure Corp position as of Q3 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,480 Keel Infrastructure Corp shares in Q3 2026, an estimated $8.5K.
  • Pinnacle Wealth Planning Services first reported a position in Keel Infrastructure Corp in Q2 2026 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Keel Infrastructure Corp position peaked at $8.5K in Q2 2026.
  • 218 funds tracked by Wall St. Rank held Keel Infrastructure Corp as of Q3 2026.

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