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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
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

SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
TB
Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AP
AlpInvest Partners Amsterdam, Netherlands $59.9M AUM 0.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its N-able (NABL) stake by 95% in Q2 2026, selling an estimated $12.5K and leaving 158 shares worth $580. The position accounts for ﹤0.01% of the portfolio, ranked #2639.

Pinnacle Wealth Planning Services first reported a position in NABL in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.8K in Q1 2026. 200 funds tracked by Wall St. Rank hold NABL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 158 shares of N-able worth $580 as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 3,006 N-able shares in Q2 2026, an estimated $12.5K.
  • N-able made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2639 holding.
  • Pinnacle Wealth Planning Services first reported a position in N-able in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's N-able position peaked at $14.8K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held N-able as of Q2 2026.

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