Pinnacle Wealth Planning Services
PRTA icon

Pinnacle Wealth Planning Services’s Prothena Corp PRTA Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio PRTA Stock Details PRTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$47.5K Hold
5,668
– – ﹤0.01% 1298
2026
Q2 		$55.5K Hold
5,668
– – 0.01% 1198
2026
Q1 		$55.1K Hold
5,668
– – 0.01% 1148
2025
Q4 		$54.1K Buy
+5,668
New +$57.7K 0.01% 1143
2021
Q1 		– Sell
-1,309
Closed -$16K – 1549
2020
Q4 		$16K Buy
+1,309
New +$15.5K ﹤0.01% 1242

Other funds holding PRTA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Penbrook Management
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Focused Wealth Management
Focused Wealth Management Newburgh, New York $1.17B AUM 16.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
DA
DCF Advisers Greenwich, Connecticut $444M AUM 151.5% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Pinnacle Wealth Planning Services's PRTA Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Prothena Corp (PRTA) position steady in Q3 2026 at 5,668 shares worth $47.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Pinnacle Wealth Planning Services first reported a position in PRTA in Q4 2020 and has held it in 5 quarters since. The position peaked at $55.5K in Q2 2026. 60 funds tracked by Wall St. Rank hold PRTA as of Q3 2026.

  • Pinnacle Wealth Planning Services held 5,668 shares of Prothena Corp worth $47.5K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Prothena Corp share count unchanged in Q3 2026.
  • Prothena Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1298 holding.
  • Pinnacle Wealth Planning Services first reported a position in Prothena Corp in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Prothena Corp position peaked at $55.5K in Q2 2026.
  • 60 funds tracked by Wall St. Rank held Prothena Corp as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.