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Pinnacle Wealth Planning Services’s Stewart Information Services STC Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio STC Stock Details STC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40K Buy
606
+23
+4% +$1.53K ﹤0.01% 1423
2026
Q1 		$35.9K Buy
583
+11
+2% +$733 ﹤0.01% 1382
2025
Q4 		$40.2K Buy
+572
New +$41.2K ﹤0.01% 1355
2021
Q1 		– Sell
-115
Closed -$5K – 1729
2020
Q4 		$5K Buy
+115
New +$5.24K ﹤0.01% 1682

Other funds holding STC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Stewart Information Services (STC) stake by 3.9% in Q2 2026, buying an estimated $1.53K and bringing the position to 606 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Pinnacle Wealth Planning Services first reported a position in STC in Q4 2020 and has held it in 4 quarters since. The position peaked at $40.2K in Q4 2025. 250 funds tracked by Wall St. Rank hold STC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 606 shares of Stewart Information Services worth $40K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 23 Stewart Information Services shares in Q2 2026, an estimated $1.53K.
  • Stewart Information Services made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1423 holding.
  • Pinnacle Wealth Planning Services first reported a position in Stewart Information Services in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Stewart Information Services position peaked at $40.2K in Q4 2025.
  • 250 funds tracked by Wall St. Rank held Stewart Information Services as of Q2 2026.

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