Pinnacle Wealth Planning Services
LB icon

Pinnacle Wealth Planning Services’s LandBridge Corporation LB Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio LB Stock Details LB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$124K Buy
1,533
+258
+20% +$20.9K 0.01% 740
2026
Q2 		$101K Sell
1,275
-5
-0.4% -$343 0.01% 864
2026
Q1 		$88.4K Buy
1,280
+291
+29% +$18.5K 0.01% 865
2025
Q4 		$48.5K Buy
+989
New +$57.5K 0.01% 1218

Other funds holding LB

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Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Mad River Investors
Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return
Moors & Cabot
Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $753M AUM 20.19% 1-Year Est. Return
Cortland Associates
Cortland Associates St Louis, Missouri $690M AUM 0.37% 1-Year Est. Return
Promethium Advisors
Promethium Advisors Bethesda, Maryland $203M AUM 21.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its LandBridge Corporation (LB) stake by 20% in Q3 2026, buying an estimated $20.9K and bringing the position to 1,533 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #740.

Pinnacle Wealth Planning Services first reported a position in LB in Q4 2025 and has held it in 4 quarters since. 81 funds tracked by Wall St. Rank hold LB as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,533 shares of LandBridge Corporation worth $124K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 258 LandBridge Corporation shares in Q3 2026, an estimated $20.9K.
  • LandBridge Corporation made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #740 holding.
  • Pinnacle Wealth Planning Services first reported a position in LandBridge Corporation in Q4 2025 and has held it in 4 quarters since.
  • 81 funds tracked by Wall St. Rank held LandBridge Corporation as of Q3 2026.

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