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Pinnacle Wealth Planning Services’s PCB Bancorp PCB Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio PCB Stock Details PCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$91.3K Sell
3,218
-44
-1% -$1.09K 0.01% 922
2026
Q1 		$73.4K Sell
3,262
-63
-2% -$1.41K 0.01% 987
2025
Q4 		$72K Buy
+3,325
New +$71.7K 0.01% 974

Other funds holding PCB

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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its PCB Bancorp (PCB) stake by 1.3% in Q2 2026, selling an estimated $1.09K and leaving 3,218 shares worth $91.3K. The position accounts for 0.01% of the portfolio, ranked #922.

Pinnacle Wealth Planning Services first reported a position in PCB in Q4 2025 and has held it in 3 quarters since. 109 funds tracked by Wall St. Rank hold PCB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,218 shares of PCB Bancorp worth $91.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 44 PCB Bancorp shares in Q2 2026, an estimated $1.09K.
  • PCB Bancorp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #922 holding.
  • Pinnacle Wealth Planning Services first reported a position in PCB Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 109 funds tracked by Wall St. Rank held PCB Bancorp as of Q2 2026.

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