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Pinnacle Wealth Planning Services’s Talos Energy TALO Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio TALO Stock Details TALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.1K Buy
3,105
+90
+3% +$1.34K ﹤0.01% 1422
2026
Q1 		$47.5K Buy
3,015
+99
+3% +$1.27K ﹤0.01% 1234
2025
Q4 		$32.1K Buy
+2,916
New +$30.5K ﹤0.01% 1477

Other funds holding TALO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Talos Energy (TALO) stake by 3% in Q2 2026, buying an estimated $1.34K and bringing the position to 3,105 shares worth $40.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

Pinnacle Wealth Planning Services first reported a position in TALO in Q4 2025 and has held it in 3 quarters since. The position peaked at $47.5K in Q1 2026. 293 funds tracked by Wall St. Rank hold TALO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,105 shares of Talos Energy worth $40.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 90 Talos Energy shares in Q2 2026, an estimated $1.34K.
  • Talos Energy made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1422 holding.
  • Pinnacle Wealth Planning Services first reported a position in Talos Energy in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Talos Energy position peaked at $47.5K in Q1 2026.
  • 293 funds tracked by Wall St. Rank held Talos Energy as of Q2 2026.

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