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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
GCM
Gumshoe Capital Management New York $109M AUM
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of SITE Centers (SITC) in Q2 2026, closing a stake of 2,692 shares — an estimated $14.5K sold.

Pinnacle Wealth Planning Services first reported a position in SITC in Q4 2020 and held it in 3 quarters. The position peaked at $21.2K in Q4 2025. 180 funds tracked by Wall St. Rank hold SITC as of Q2 2026.

  • Pinnacle Wealth Planning Services reported no remaining SITE Centers position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 2,692 SITE Centers shares in Q2 2026, an estimated $14.5K.
  • Pinnacle Wealth Planning Services first reported a position in SITE Centers in Q4 2020 and held it in 3 quarters.
  • Pinnacle Wealth Planning Services's SITE Centers position peaked at $21.2K in Q4 2025.
  • 180 funds tracked by Wall St. Rank held SITE Centers as of Q2 2026.

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