Pinnacle Wealth Planning Services’s SL Green Realty SLG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$156K	Buy	3,020 +686	+29%	+$30.6K	0.01%	640
2026 Q1	$86.2K	Sell	2,334 -111	-5%	-$4.62K	0.01%	873
2025 Q4	$112K	Buy	+2,445	New	+$121K	0.01%	718
2025 Q3	–	Sell	-3,462	Closed	-$214K	–	508
2025 Q2	$214K	Buy	+3,462	New	+$198K	0.03%	401
2024 Q4	–	Sell	-3,190	Closed	-$222K	–	539
2024 Q3	$222K	Buy	+3,190	New	+$205K	0.03%	424
2021 Q1	–	Sell	-416	Closed	-$26K	–	1684
2020 Q4	$26K	Buy	+416	New	+$22K	0.01%	1059

Other funds holding SLG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its SL Green Realty (SLG) stake by 29% in Q2 2026, buying an estimated $30.6K and bringing the position to 3,020 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #640.

Pinnacle Wealth Planning Services first reported a position in SLG in Q4 2020 and has held it in 6 quarters since. The position peaked at $222K in Q3 2024. 358 funds tracked by Wall St. Rank hold SLG as of Q2 2026.

Pinnacle Wealth Planning Services held 3,020 shares of SL Green Realty worth $156K as of Q2 2026.
Pinnacle Wealth Planning Services bought 686 SL Green Realty shares in Q2 2026, an estimated $30.6K.
SL Green Realty made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #640 holding.
Pinnacle Wealth Planning Services first reported a position in SL Green Realty in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's SL Green Realty position peaked at $222K in Q3 2024.
358 funds tracked by Wall St. Rank held SL Green Realty as of Q2 2026.

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