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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
Q2 		$40.6K Buy
3,983
+91
+2% +$1.03K ﹤0.01% 1414
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 $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its SFL Corp (SFL) stake by 2.3% in Q2 2026, buying an estimated $1.03K and bringing the position to 3,983 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

Pinnacle Wealth Planning Services first reported a position in SFL in Q4 2020 and has held it in 4 quarters since. The position peaked at $42K in Q1 2026. 224 funds tracked by Wall St. Rank hold SFL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,983 shares of SFL Corp worth $40.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 91 SFL Corp shares in Q2 2026, an estimated $1.03K.
  • SFL Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1414 holding.
  • Pinnacle Wealth Planning Services first reported a position in SFL Corp in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's SFL Corp position peaked at $42K in Q1 2026.
  • 224 funds tracked by Wall St. Rank held SFL Corp as of Q2 2026.

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