Pinnacle Wealth Planning Services’s ProAssurance PRA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-971	Closed	-$24K	–	2815
2026 Q1	$24K	Buy	971 +93	+11%	+$2.27K	﹤0.01%	1603
2025 Q4	$21.2K	Buy	+878	New	+$21.1K	﹤0.01%	1687
2021 Q1	–	Sell	-30	Closed	-$1K	–	1539
2020 Q4	$1K	Buy	+30	New	+$489	﹤0.01%	2162

Other funds holding PRA

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

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of ProAssurance (PRA) in Q2 2026, closing a stake of 971 shares — an estimated $24K sold.

Pinnacle Wealth Planning Services first reported a position in PRA in Q4 2020 and held it in 3 quarters. The position peaked at $24K in Q1 2026. 2 funds tracked by Wall St. Rank hold PRA as of Q2 2026.

Pinnacle Wealth Planning Services reported no remaining ProAssurance position as of Q2 2026 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 971 ProAssurance shares in Q2 2026, an estimated $24K.
Pinnacle Wealth Planning Services first reported a position in ProAssurance in Q4 2020 and held it in 3 quarters.
Pinnacle Wealth Planning Services's ProAssurance position peaked at $24K in Q1 2026.
2 funds tracked by Wall St. Rank held ProAssurance as of Q2 2026.

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