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Pinnacle Wealth Planning Services’s Monarch Casino & Resort MCRI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio MCRI Stock Details MCRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46.1K Buy
350
+7
+2% +$816 ﹤0.01% 1323
2026
Q1 		$32.8K Buy
343
+36
+12% +$3.42K ﹤0.01% 1442
2025
Q4 		$29.4K Buy
+307
New +$29.5K ﹤0.01% 1531
2021
Q1 		– Sell
-98
Closed -$6K – 1283
2020
Q4 		$6K Buy
+98
New +$4.93K ﹤0.01% 1594

Other funds holding MCRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Monarch Casino & Resort (MCRI) stake by 2% in Q2 2026, buying an estimated $816 and bringing the position to 350 shares worth $46.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

Pinnacle Wealth Planning Services first reported a position in MCRI in Q4 2020 and has held it in 4 quarters since. 259 funds tracked by Wall St. Rank hold MCRI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 350 shares of Monarch Casino & Resort worth $46.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 7 Monarch Casino & Resort shares in Q2 2026, an estimated $816.
  • Monarch Casino & Resort made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1323 holding.
  • Pinnacle Wealth Planning Services first reported a position in Monarch Casino & Resort in Q4 2020 and has held it in 4 quarters since.
  • 259 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q2 2026.

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