Pinnacle Wealth Planning Services’s PotlatchDeltic PCH Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio PCH Stock Details PCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,021	Closed	-$40.6K	–	2829
2025 Q4	$40.6K	Buy	+1,021	New	+$41.3K	﹤0.01%	1348
2021 Q1	–	Sell	-757	Closed	-$38K	–	1485
2020 Q4	$38K	Buy	+757	New	+$34.8K	0.01%	917

Other funds holding PCH

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of PotlatchDeltic (PCH) in Q1 2026, closing a stake of 1,021 shares — an estimated $40.6K sold.

Pinnacle Wealth Planning Services first reported a position in PCH in Q4 2020 and held it in 2 quarters. The position peaked at $40.6K in Q4 2025. 2 funds tracked by Wall St. Rank hold PCH as of Q1 2026.

Pinnacle Wealth Planning Services reported no remaining PotlatchDeltic position as of Q1 2026 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 1,021 PotlatchDeltic shares in Q1 2026, an estimated $40.6K.
Pinnacle Wealth Planning Services first reported a position in PotlatchDeltic in Q4 2020 and held it in 2 quarters.
Pinnacle Wealth Planning Services's PotlatchDeltic position peaked at $40.6K in Q4 2025.
2 funds tracked by Wall St. Rank held PotlatchDeltic as of Q1 2026.

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