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Pinnacle Wealth Planning Services’s Star Holdings Shares of Beneficial Interest STHO Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio STHO Stock Details STHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-937
Closed -$7.71K – 2847
2025
Q4 		$7.71K Buy
+937
New +$7.17K ﹤0.01% 2118

Other funds holding STHO

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
HCM
Highbridge Capital Management New York $4.11B AUM 26.03% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
FC
Foursixthree Capital New York $485M AUM 117.01% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
RC
Rangeley Capital New Canaan, Connecticut $109M AUM 97.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 STHO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Star Holdings Shares of Beneficial Interest (STHO) in Q1 2026, closing a stake of 937 shares — an estimated $7.71K sold.

Pinnacle Wealth Planning Services first reported a position in STHO in Q4 2025 and held it in 1 quarter. The position peaked at $7.71K in Q4 2025. 79 funds tracked by Wall St. Rank hold STHO as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining Star Holdings Shares of Beneficial Interest position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 937 Star Holdings Shares of Beneficial Interest shares in Q1 2026, an estimated $7.71K.
  • Pinnacle Wealth Planning Services first reported a position in Star Holdings Shares of Beneficial Interest in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Star Holdings Shares of Beneficial Interest position peaked at $7.71K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Star Holdings Shares of Beneficial Interest as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.