Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s Trueblue TBI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio TBI Stock Details TBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13.9K Hold
1,515
– – ﹤0.01% 1943
2026
Q2 		$10.6K Hold
1,515
– – ﹤0.01% 2043
2026
Q1 		$5.92K Sell
1,515
-1,448
-49% -$6.43K ﹤0.01% 2209
2025
Q4 		$13.5K Buy
+2,963
New +$15.2K ﹤0.01% 1897
2021
Q1 		– Sell
-156
Closed -$3K – 1753
2020
Q4 		$3K Buy
+156
New +$2.8K ﹤0.01% 1864

Other funds holding TBI

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Peapod Lane Capital
Peapod Lane Capital Bedford Hills, New York $134M AUM 63.91% 1-Year Est. Return
Azarias Capital Management
Azarias Capital Management Berwyn, Pennsylvania $168M AUM 10.75% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Pinnacle Wealth Planning Services's TBI Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Trueblue (TBI) position steady in Q3 2026 at 1,515 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1943.

Pinnacle Wealth Planning Services first reported a position in TBI in Q4 2020 and has held it in 5 quarters since. 25 funds tracked by Wall St. Rank hold TBI as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,515 shares of Trueblue worth $13.9K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Trueblue share count unchanged in Q3 2026.
  • Trueblue made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1943 holding.
  • Pinnacle Wealth Planning Services first reported a position in Trueblue in Q4 2020 and has held it in 5 quarters since.
  • 25 funds tracked by Wall St. Rank held Trueblue as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.