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Pinnacle Wealth Planning Services’s Lindblad Expeditions LIND Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio LIND Stock Details LIND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$132K Buy
4,661
+3,164
+211% +$66.8K 0.01% 731
2026
Q1 		$25.9K Buy
1,497
+1,076
+256% +$19.1K ﹤0.01% 1557
2025
Q4 		$6.07K Buy
+421
New +$5.31K ﹤0.01% 2222
2021
Q1 		– Sell
-421
Closed -$7K – 1233
2020
Q4 		$7K Buy
+421
New +$4.82K ﹤0.01% 1533

Other funds holding LIND

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Lindblad Expeditions (LIND) stake by 211% in Q2 2026, buying an estimated $66.8K and bringing the position to 4,661 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #731.

Pinnacle Wealth Planning Services first reported a position in LIND in Q4 2020 and has held it in 4 quarters since. 226 funds tracked by Wall St. Rank hold LIND as of Q2 2026.

  • Pinnacle Wealth Planning Services held 4,661 shares of Lindblad Expeditions worth $132K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 3,164 Lindblad Expeditions shares in Q2 2026, an estimated $66.8K.
  • Lindblad Expeditions made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #731 holding.
  • Pinnacle Wealth Planning Services first reported a position in Lindblad Expeditions in Q4 2020 and has held it in 4 quarters since.
  • 226 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2026.

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