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Pinnacle Wealth Planning Services’s Sun Communities SUI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SUI Stock Details SUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.4K Hold
20
– – ﹤0.01% 2439
2026
Q1 		$2.52K Hold
20
– – ﹤0.01% 2408
2025
Q4 		$2.48K Buy
+20
New +$2.5K ﹤0.01% 2437
2021
Q1 		– Sell
-31
Closed -$5K – 1742
2020
Q4 		$5K Buy
+31
New +$4.49K ﹤0.01% 1683

Other funds holding SUI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

Pinnacle Wealth Planning Services held its Sun Communities (SUI) position steady in Q2 2026 at 20 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2439.

Pinnacle Wealth Planning Services first reported a position in SUI in Q4 2020 and has held it in 4 quarters since. The position peaked at $5K in Q4 2020. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 20 shares of Sun Communities worth $2.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Sun Communities share count unchanged in Q2 2026.
  • Sun Communities made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2439 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sun Communities in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Sun Communities position peaked at $5K in Q4 2020.
  • 531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

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