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Pinnacle Wealth Planning Services’s Quanex NX Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio NX Stock Details NX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.7K Buy
1,275
+4
+0.3% +$74 ﹤0.01% 1701
2026
Q1 		$22.8K Buy
1,271
+73
+6% +$1.38K ﹤0.01% 1628
2025
Q4 		$18.4K Buy
+1,198
New +$16.9K ﹤0.01% 1759
2021
Q1 		– Sell
-288
Closed -$6K – 1425
2020
Q4 		$6K Buy
+288
New +$5.93K ﹤0.01% 1602

Other funds holding NX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Quanex (NX) stake by 0.31% in Q2 2026, buying an estimated $74 and bringing the position to 1,275 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1701.

Pinnacle Wealth Planning Services first reported a position in NX in Q4 2020 and has held it in 4 quarters since. 182 funds tracked by Wall St. Rank hold NX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,275 shares of Quanex worth $23.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 4 Quanex shares in Q2 2026, an estimated $74.
  • Quanex made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1701 holding.
  • Pinnacle Wealth Planning Services first reported a position in Quanex in Q4 2020 and has held it in 4 quarters since.
  • 182 funds tracked by Wall St. Rank held Quanex as of Q2 2026.

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