Pinnacle Wealth Planning Services
MTRN icon

Pinnacle Wealth Planning Services’s Materion MTRN Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio MTRN Stock Details MTRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$142K Buy
525
+9
+2% +$2.26K 0.01% 658
2026
Q2 		$153K Buy
516
+10
+2% +$2.09K 0.01% 650
2026
Q1 		$73.2K Buy
506
+16
+3% +$2.33K 0.01% 989
2025
Q4 		$60.9K Buy
+490
New +$60.4K 0.01% 1066
2021
Q1 		– Sell
-98
Closed -$6K – 1346
2020
Q4 		$6K Buy
+98
New +$5.64K ﹤0.01% 1598

Other funds holding MTRN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Raiffeisen Bank International
Raiffeisen Bank International Vienna, Austria $8.69B AUM 38.11% 1-Year Est. Return
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Materion (MTRN) stake by 1.7% in Q3 2026, buying an estimated $2.26K and bringing the position to 525 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #658.

Pinnacle Wealth Planning Services first reported a position in MTRN in Q4 2020 and has held it in 5 quarters since. The position peaked at $153K in Q2 2026. 199 funds tracked by Wall St. Rank hold MTRN as of Q3 2026.

  • Pinnacle Wealth Planning Services held 525 shares of Materion worth $142K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 9 Materion shares in Q3 2026, an estimated $2.26K.
  • Materion made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #658 holding.
  • Pinnacle Wealth Planning Services first reported a position in Materion in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Materion position peaked at $153K in Q2 2026.
  • 199 funds tracked by Wall St. Rank held Materion as of Q3 2026.

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