Pinnacle Wealth Planning Services’s Marathon Digital Holdings MARA Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio MARA Stock Details MARA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$221K	Sell	19,484 -6,883	-26%	-$79.2K	0.02%	470
2026 Q2	$366K	Buy	26,367 +17,790	+207%	+$223K	0.03%	300
2026 Q1	$70K	Buy	8,577 +1,647	+24%	+$14.9K	0.01%	1006
2025 Q4	$62.2K	Sell	6,930 -5,710	-45%	-$84.3K	0.01%	1055
2025 Q3	$231K	Buy	12,640 +469	+4%	+$7.9K	0.03%	407
2025 Q2	$191K	Buy	+12,171	New	+$174K	0.03%	428

Other funds holding MARA

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Marathon Digital Holdings (MARA) stake by 26% in Q3 2026, selling an estimated $79.2K and leaving 19,484 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #470.

Pinnacle Wealth Planning Services first reported a position in MARA in Q2 2025 and has held it in 6 quarters since. The position peaked at $366K in Q2 2026. 95 funds tracked by Wall St. Rank hold MARA as of Q3 2026.

Pinnacle Wealth Planning Services held 19,484 shares of Marathon Digital Holdings worth $221K as of Q3 2026.
Pinnacle Wealth Planning Services sold 6,883 Marathon Digital Holdings shares in Q3 2026, an estimated $79.2K.
Marathon Digital Holdings made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #470 holding.
Pinnacle Wealth Planning Services first reported a position in Marathon Digital Holdings in Q2 2025 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Marathon Digital Holdings position peaked at $366K in Q2 2026.
95 funds tracked by Wall St. Rank held Marathon Digital Holdings as of Q3 2026.

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