Pinnacle Wealth Planning Services
NABL icon

Pinnacle Wealth Planning Services’s N-able NABL Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio NABL Stock Details NABL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-158
Closed -$580 – 2904
2026
Q2 		$580 Sell
158
-3,006
-95% -$12.5K ﹤0.01% 2639
2026
Q1 		$14.8K Buy
3,164
+2,594
+455% +$14.5K ﹤0.01% 1837
2025
Q4 		$4.26K Buy
+570
New +$4.35K ﹤0.01% 2324

Other funds holding NABL

Thoma Bravo
Thoma Bravo Chicago, Illinois $10B AUM 8.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AlpInvest Partners
AlpInvest Partners Amsterdam, Netherlands $82.8M AUM 1.69% 1-Year Est. Return
Dana Investment Advisors
Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Lexington Partners
Lexington Partners New York $58.9M AUM 49.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of N-able (NABL) in Q3 2026, closing a stake of 158 shares — an estimated $580 sold.

Pinnacle Wealth Planning Services first reported a position in NABL in Q4 2025 and held it in 3 quarters. The position peaked at $14.8K in Q1 2026. 82 funds tracked by Wall St. Rank hold NABL as of Q3 2026.

  • Pinnacle Wealth Planning Services reported no remaining N-able position as of Q3 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 158 N-able shares in Q3 2026, an estimated $580.
  • Pinnacle Wealth Planning Services first reported a position in N-able in Q4 2025 and held it in 3 quarters.
  • Pinnacle Wealth Planning Services's N-able position peaked at $14.8K in Q1 2026.
  • 82 funds tracked by Wall St. Rank held N-able as of Q3 2026.

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