Pinnacle Wealth Planning Services’s SITE Centers SITC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$16.8K	Buy	+4,988	New	+$17.3K	﹤0.01%	1858
2026 Q2	–	Sell	-2,692	Closed	-$14.5K	–	2822
2026 Q1	$14.5K	Sell	2,692 -613	-19%	-$3.76K	﹤0.01%	1850
2025 Q4	$21.2K	Buy	+3,305	New	+$25K	﹤0.01%	1686
2021 Q1	–	Sell	-113	Closed	-$1K	–	1674
2020 Q4	$1K	Buy	+113	New	+$789	﹤0.01%	2173

Other funds holding SITC

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Old Port Advisors Portland, Maine $500M AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Seven Mile Advisory Ewing, New Jersey $149M AUM 33.29% 1-Year Est. Return

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

Pinnacle Wealth Planning Services opened a new position in SITE Centers (SITC) in Q3 2026: 4,988 shares worth $16.8K. The stake represents ﹤0.01% of the portfolio and ranks #1858 among its holdings. This is a return to the name: Pinnacle Wealth Planning Services previously reported a position in SITC as recently as Q1 2026.

Pinnacle Wealth Planning Services first reported a position in SITC in Q4 2020 and has held it in 4 quarters since. The position peaked at $21.2K in Q4 2025. 42 funds tracked by Wall St. Rank hold SITC as of Q3 2026.

Pinnacle Wealth Planning Services held 4,988 shares of SITE Centers worth $16.8K as of Q3 2026.
SITE Centers was a new Pinnacle Wealth Planning Services position in Q3 2026.
SITE Centers made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1858 holding.
Pinnacle Wealth Planning Services first reported a position in SITE Centers in Q4 2020 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's SITE Centers position peaked at $21.2K in Q4 2025.
42 funds tracked by Wall St. Rank held SITE Centers as of Q3 2026.

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