PWPS
STKL

Pinnacle Wealth Planning Services’s SunOpta STKL Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio STKL Stock Details STKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.3K Hold
2,054
– – ﹤0.01% 1889
2025
Q4 		$7.8K Buy
+2,054
New +$9.32K ﹤0.01% 2111

Other funds holding STKL

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Pinnacle Wealth Planning Services's STKL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its SunOpta (STKL) position steady in Q1 2026 at 2,054 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1889.

Pinnacle Wealth Planning Services first reported a position in STKL in Q4 2025 and has held it in 2 quarters since. 199 funds tracked by Wall St. Rank hold STKL as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,054 shares of SunOpta worth $13.3K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its SunOpta share count unchanged in Q1 2026.
  • SunOpta made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1889 holding.
  • Pinnacle Wealth Planning Services first reported a position in SunOpta in Q4 2025 and has held it in 2 quarters since.
  • 199 funds tracked by Wall St. Rank held SunOpta as of Q1 2026.

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