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Pinnacle Wealth Planning Services’s Simon Property Group SPG Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$506K Sell
2,261
-5
-0.2% -$1.03K 0.05% 225
2026
Q1 		$423K Buy
2,266
+12
+0.5% +$2.29K 0.04% 249
2025
Q4 		$417K Buy
2,254
+6
+0.3% +$1.09K 0.04% 243
2025
Q3 		$422K Buy
2,248
+623
+38% +$108K 0.05% 246
2025
Q2 		$261K Buy
1,625
+361
+29% +$57K 0.03% 339
2025
Q1 		$210K Buy
1,264
+31
+3% +$5.42K 0.03% 352
2024
Q4 		$212K Sell
1,233
-318
-21% -$55.8K 0.03% 346
2024
Q3 		$262K Sell
1,551
-8
-0.5% -$1.27K 0.04% 344
2024
Q2 		$237K Buy
1,559
+4
+0.3% +$589 0.03% 361
2024
Q1 		$243K Sell
1,555
-17
-1% -$2.49K 0.04% 368
2023
Q4 		$224K Buy
+1,572
New +$190K 0.04% 362
2022
Q1 		– Sell
-1,516
Closed -$242K – 475
2021
Q4 		$242K Buy
+1,516
New +$231K 0.05% 309
2021
Q1 		– Sell
-1,120
Closed -$96K – 1703
2020
Q4 		$96K Buy
+1,120
New +$85.5K 0.02% 485

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Simon Property Group (SPG) stake by 0.22% in Q2 2026, selling an estimated $1.03K and leaving 2,261 shares worth $506K. The position accounts for 0.05% of the portfolio, ranked #225.

Pinnacle Wealth Planning Services first reported a position in SPG in Q4 2020 and has held it in 13 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,261 shares of Simon Property Group worth $506K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 5 Simon Property Group shares in Q2 2026, an estimated $1.03K.
  • Simon Property Group made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #225 holding.
  • Pinnacle Wealth Planning Services first reported a position in Simon Property Group in Q4 2020 and has held it in 13 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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