Pinnacle Wealth Planning Services
TDW icon

Pinnacle Wealth Planning Services’s Tidewater TDW Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio TDW Stock Details TDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$91.2K Buy
1,125
+20
+2% +$1.68K 0.01% 907
2026
Q2 		$73.6K Buy
1,105
+27
+3% +$2.14K 0.01% 1045
2026
Q1 		$90.1K Buy
1,078
+47
+5% +$3.27K 0.01% 856
2025
Q4 		$52.1K Buy
+1,031
New +$54.5K 0.01% 1170
2021
Q1 		– Sell
-278
Closed -$2K – 1762
2020
Q4 		$2K Buy
+278
New +$2.21K ﹤0.01% 1986

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Tidewater (TDW) stake by 1.8% in Q3 2026, buying an estimated $1.68K and bringing the position to 1,125 shares worth $91.2K. The position accounts for 0.01% of the portfolio, ranked #907.

Pinnacle Wealth Planning Services first reported a position in TDW in Q4 2020 and has held it in 5 quarters since. 232 funds tracked by Wall St. Rank hold TDW as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,125 shares of Tidewater worth $91.2K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 20 Tidewater shares in Q3 2026, an estimated $1.68K.
  • Tidewater made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #907 holding.
  • Pinnacle Wealth Planning Services first reported a position in Tidewater in Q4 2020 and has held it in 5 quarters since.
  • 232 funds tracked by Wall St. Rank held Tidewater as of Q3 2026.

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