Pinnacle Wealth Planning Services
SIMO icon

Pinnacle Wealth Planning Services’s Silicon Motion SIMO Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SIMO Stock Details SIMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$184K Buy
658
+165
+33% +$43.8K 0.02% 535
2026
Q2 		$164K Sell
493
-32
-6% -$7.41K 0.02% 615
2026
Q1 		$59K Buy
525
+222
+73% +$26.9K 0.01% 1103
2025
Q4 		$28.1K Buy
+303
New +$27.8K ﹤0.01% 1555

Other funds holding SIMO

Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
UNICOM Systems
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
Skylands Capital
Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
ShariaPortfolio
ShariaPortfolio Lake Mary, Florida $284M AUM 32.6% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Silicon Motion (SIMO) stake by 33% in Q3 2026, buying an estimated $43.8K and bringing the position to 658 shares worth $184K. The position accounts for 0.02% of the portfolio, ranked #535.

Pinnacle Wealth Planning Services first reported a position in SIMO in Q4 2025 and has held it in 4 quarters since. 83 funds tracked by Wall St. Rank hold SIMO as of Q3 2026.

  • Pinnacle Wealth Planning Services held 658 shares of Silicon Motion worth $184K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 165 Silicon Motion shares in Q3 2026, an estimated $43.8K.
  • Silicon Motion made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #535 holding.
  • Pinnacle Wealth Planning Services first reported a position in Silicon Motion in Q4 2025 and has held it in 4 quarters since.
  • 83 funds tracked by Wall St. Rank held Silicon Motion as of Q3 2026.

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