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Pinnacle Wealth Planning Services’s SPX Corp SPXC Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SPXC Stock Details SPXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.3K Sell
103
-4
-4% -$875 ﹤0.01% 1675
2026
Q1 		$21.4K Hold
107
– – ﹤0.01% 1663
2025
Q4 		$21.4K Buy
+107
New +$21.8K ﹤0.01% 1684
2021
Q1 		– Sell
-72
Closed -$4K – 1714
2020
Q4 		$4K Buy
+72
New +$3.61K ﹤0.01% 1756

Other funds holding SPXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its SPX Corp (SPXC) stake by 3.7% in Q2 2026, selling an estimated $875 and leaving 103 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1675.

Pinnacle Wealth Planning Services first reported a position in SPXC in Q4 2020 and has held it in 4 quarters since. 513 funds tracked by Wall St. Rank hold SPXC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 103 shares of SPX Corp worth $25.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 4 SPX Corp shares in Q2 2026, an estimated $875.
  • SPX Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1675 holding.
  • Pinnacle Wealth Planning Services first reported a position in SPX Corp in Q4 2020 and has held it in 4 quarters since.
  • 513 funds tracked by Wall St. Rank held SPX Corp as of Q2 2026.

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