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Pinnacle Wealth Planning Services’s Pacific Biosciences PACB Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio PACB Stock Details PACB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-17,849
Closed -$33.4K – 2828
2025
Q4 		$33.4K Buy
+17,849
New +$34.3K ﹤0.01% 1451
2021
Q1 		– Sell
-1,399
Closed -$36K – 1469
2020
Q4 		$36K Buy
+1,399
New +$23.8K 0.01% 935

Other funds holding PACB

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Pinnacle Wealth Planning Services's PACB Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Pacific Biosciences (PACB) in Q1 2026, closing a stake of 17,849 shares — an estimated $33.4K sold.

Pinnacle Wealth Planning Services first reported a position in PACB in Q4 2020 and held it in 2 quarters. The position peaked at $36K in Q4 2020. 229 funds tracked by Wall St. Rank hold PACB as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining Pacific Biosciences position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 17,849 Pacific Biosciences shares in Q1 2026, an estimated $33.4K.
  • Pinnacle Wealth Planning Services first reported a position in Pacific Biosciences in Q4 2020 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's Pacific Biosciences position peaked at $36K in Q4 2020.
  • 229 funds tracked by Wall St. Rank held Pacific Biosciences as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.