PWPS
TBI

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
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 +$2.81K ﹤0.01% 1864

Other funds holding TBI

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IH
IES Holdings Houston, Texas $311M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 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 TBI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Trueblue (TBI) position steady in Q2 2026 at 1,515 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2043.

Pinnacle Wealth Planning Services first reported a position in TBI in Q4 2020 and has held it in 4 quarters since. The position peaked at $13.5K in Q4 2025. 114 funds tracked by Wall St. Rank hold TBI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,515 shares of Trueblue worth $10.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Trueblue share count unchanged in Q2 2026.
  • Trueblue made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2043 holding.
  • Pinnacle Wealth Planning Services first reported a position in Trueblue in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Trueblue position peaked at $13.5K in Q4 2025.
  • 114 funds tracked by Wall St. Rank held Trueblue as of Q2 2026.

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