Pinnacle Wealth Planning Services
SLDE icon

Pinnacle Wealth Planning Services’s Slide Insurance Holdings SLDE Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SLDE Stock Details SLDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$227K Buy
10,173
+243
+2% +$5.41K 0.02% 458
2026
Q2 		$192K Buy
9,930
+2,617
+36% +$47.4K 0.02% 538
2026
Q1 		$132K Sell
7,313
-258
-3% -$4.52K 0.01% 654
2025
Q4 		$147K Buy
+7,571
New +$126K 0.02% 594

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HB Wealth Management
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Apollon Wealth Management
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Sierra Summit Advisors
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STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Convergence Investment Partners
Convergence Investment Partners Palm Beach Gardens, Florida $1.35B AUM 71.9% 1-Year Est. Return
Schneider Downs Wealth Management Advisors
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Cyndeo Wealth Partners
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DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Slide Insurance Holdings (SLDE) stake by 2.4% in Q3 2026, buying an estimated $5.41K and bringing the position to 10,173 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #458.

Pinnacle Wealth Planning Services first reported a position in SLDE in Q4 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold SLDE as of Q3 2026.

  • Pinnacle Wealth Planning Services held 10,173 shares of Slide Insurance Holdings worth $227K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 243 Slide Insurance Holdings shares in Q3 2026, an estimated $5.41K.
  • Slide Insurance Holdings made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #458 holding.
  • Pinnacle Wealth Planning Services first reported a position in Slide Insurance Holdings in Q4 2025 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held Slide Insurance Holdings as of Q3 2026.

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