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Pinnacle Wealth Planning Services’s Pebblebrook Hotel Trust PEB Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio PEB Stock Details PEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$84K Sell
4,326
-246
-5% -$3.79K 0.01% 962
2026
Q1 		$57.7K Buy
4,572
+47
+1% +$576 0.01% 1117
2025
Q4 		$51.2K Buy
+4,525
New +$49.8K 0.01% 1181
2021
Q1 		– Sell
-2,578
Closed -$48K – 1493
2020
Q4 		$48K Buy
+2,578
New +$41.7K 0.01% 818

Other funds holding PEB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Pebblebrook Hotel Trust (PEB) stake by 5.4% in Q2 2026, selling an estimated $3.79K and leaving 4,326 shares worth $84K. The position accounts for 0.01% of the portfolio, ranked #962.

Pinnacle Wealth Planning Services first reported a position in PEB in Q4 2020 and has held it in 4 quarters since. 293 funds tracked by Wall St. Rank hold PEB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 4,326 shares of Pebblebrook Hotel Trust worth $84K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 246 Pebblebrook Hotel Trust shares in Q2 2026, an estimated $3.79K.
  • Pebblebrook Hotel Trust made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #962 holding.
  • Pinnacle Wealth Planning Services first reported a position in Pebblebrook Hotel Trust in Q4 2020 and has held it in 4 quarters since.
  • 293 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q2 2026.

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