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Pinnacle Wealth Planning Services’s SFL Corp SFL Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SFL Stock Details SFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$42K Buy
3,892
+328
+9% +$3.17K ﹤0.01% 1293
2025
Q4 		$27.8K Buy
+3,564
New +$27.4K ﹤0.01% 1559
2021
Q1 		– Sell
-1,375
Closed -$9K – 1661
2020
Q4 		$9K Buy
+1,375
New +$9.52K ﹤0.01% 1438

Other funds holding SFL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its SFL Corp (SFL) stake by 9.2% in Q1 2026, buying an estimated $3.17K and bringing the position to 3,892 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

Pinnacle Wealth Planning Services first reported a position in SFL in Q4 2020 and has held it in 3 quarters since. 215 funds tracked by Wall St. Rank hold SFL as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,892 shares of SFL Corp worth $42K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 328 SFL Corp shares in Q1 2026, an estimated $3.17K.
  • SFL Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1293 holding.
  • Pinnacle Wealth Planning Services first reported a position in SFL Corp in Q4 2020 and has held it in 3 quarters since.
  • 215 funds tracked by Wall St. Rank held SFL Corp as of Q1 2026.

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