Pinnacle Wealth Planning Services
TEI icon

Pinnacle Wealth Planning Services’s Templeton Emerging Markets Income Fund TEI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio TEI Stock Details TEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13.9K Sell
2,261
-518
-19% -$3.45K ﹤0.01% 1946
2026
Q2 		$18.7K Hold
2,779
– – ﹤0.01% 1808
2026
Q1 		$16.7K Sell
2,779
-1,611
-37% -$10.6K ﹤0.01% 1783
2025
Q4 		$28.3K Buy
+4,390
New +$28K ﹤0.01% 1548
2021
Q1 		– Sell
-3,364
Closed -$26K – 1767
2020
Q4 		$26K Buy
+3,364
New +$25.4K 0.01% 1061

Other funds holding TEI

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Rareview Capital
Rareview Capital Las Vegas, Nevada $212M AUM 1.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Templeton Emerging Markets Income Fund (TEI) stake by 19% in Q3 2026, selling an estimated $3.45K and leaving 2,261 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1946.

Pinnacle Wealth Planning Services first reported a position in TEI in Q4 2020 and has held it in 5 quarters since. The position peaked at $28.3K in Q4 2025. 88 funds tracked by Wall St. Rank hold TEI as of Q3 2026.

  • Pinnacle Wealth Planning Services held 2,261 shares of Templeton Emerging Markets Income Fund worth $13.9K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 518 Templeton Emerging Markets Income Fund shares in Q3 2026, an estimated $3.45K.
  • Templeton Emerging Markets Income Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1946 holding.
  • Pinnacle Wealth Planning Services first reported a position in Templeton Emerging Markets Income Fund in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Templeton Emerging Markets Income Fund position peaked at $28.3K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Templeton Emerging Markets Income Fund as of Q3 2026.

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