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Pinnacle Wealth Planning Services’s Lear LEA Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio LEA Stock Details LEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$152K Buy
1,138
+324
+40% +$43.4K 0.01% 654
2026
Q1 		$98.5K Buy
814
+785
+2,707% +$97.9K 0.01% 808
2025
Q4 		$3.27K Buy
+29
New +$3.1K ﹤0.01% 2378
2021
Q1 		– Sell
-38
Closed -$6K – 1223
2020
Q4 		$6K Buy
+38
New +$5.35K ﹤0.01% 1592

Other funds holding LEA

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Lear (LEA) stake by 40% in Q2 2026, buying an estimated $43.4K and bringing the position to 1,138 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #654.

Pinnacle Wealth Planning Services first reported a position in LEA in Q4 2020 and has held it in 4 quarters since. 521 funds tracked by Wall St. Rank hold LEA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,138 shares of Lear worth $152K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 324 Lear shares in Q2 2026, an estimated $43.4K.
  • Lear made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #654 holding.
  • Pinnacle Wealth Planning Services first reported a position in Lear in Q4 2020 and has held it in 4 quarters since.
  • 521 funds tracked by Wall St. Rank held Lear as of Q2 2026.

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