Pinnacle Wealth Planning Services
TGT icon

Pinnacle Wealth Planning Services’s Target TGT Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio TGT Stock Details TGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$656K Buy
4,187
+14
+0.3% +$2.1K 0.06% 188
2026
Q2 		$545K Buy
4,173
+54
+1% +$6.86K 0.05% 210
2026
Q1 		$499K Sell
4,119
-114
-3% -$12.9K 0.05% 212
2025
Q4 		$414K Sell
4,233
-1,006
-19% -$92.7K 0.04% 246
2025
Q3 		$470K Buy
5,239
+2,100
+67% +$207K 0.06% 227
2025
Q2 		$310K Sell
3,139
-1,916
-38% -$184K 0.04% 288
2025
Q1 		$528K Buy
5,055
+54
+1% +$6.75K 0.08% 159
2024
Q4 		$676K Buy
5,001
+889
+22% +$127K 0.1% 117
2024
Q3 		$641K Buy
4,112
+124
+3% +$18.5K 0.09% 152
2024
Q2 		$590K Sell
3,988
-41
-1% -$6.45K 0.08% 155
2024
Q1 		$714K Buy
4,029
+28
+0.7% +$4.26K 0.1% 127
2023
Q4 		$570K Sell
4,001
-5,289
-57% -$646K 0.09% 155
2023
Q3 		$1.03M Buy
9,290
+4
+0% +$508 0.17% 83
2023
Q2 		$1.22M Sell
9,286
-355
-4% -$52.7K 0.2% 75
2023
Q1 		$1.6M Buy
9,641
+468
+5% +$76.9K 0.27% 56
2022
Q4 		$1.37M Sell
9,173
-647
-7% -$102K 0.24% 63
2022
Q3 		$1.46M Buy
9,820
+793
+9% +$127K 0.27% 61
2022
Q2 		$1.28M Buy
9,027
+6,533
+262% +$1.25M 0.23% 68
2022
Q1 		$529K Sell
2,494
-82
-3% -$17.7K 0.1% 161
2021
Q4 		$596K Buy
2,576
+198
+8% +$48.1K 0.12% 135
2021
Q3 		$544K Buy
2,378
+149
+7% +$37.3K 0.12% 129
2021
Q2 		$539K Buy
2,229
+85
+4% +$18.6K 0.13% 125
2021
Q1 		$425K Buy
2,144
+9
+0.4% +$1.68K 0.11% 154
2020
Q4 		$377K Sell
2,135
-215
-9% -$35.9K 0.09% 149
2020
Q3 		$370K Buy
2,350
+46
+2% +$6.31K 0.12% 131
2020
Q2 		$276K Sell
2,304
-150
-6% -$17.1K 0.09% 170
2020
Q1 		$227K Buy
2,454
+285
+13% +$31.6K 0.11% 169
2019
Q4 		$278K Buy
+2,169
New +$255K 0.13% 163

Other funds holding TGT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Target (TGT) stake by 0.34% in Q3 2026, buying an estimated $2.1K and bringing the position to 4,187 shares worth $656K. The position accounts for 0.06% of the portfolio, ranked #188.

Pinnacle Wealth Planning Services first reported a position in TGT in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.6M in Q1 2023. 1,086 funds tracked by Wall St. Rank hold TGT as of Q3 2026.

  • Pinnacle Wealth Planning Services held 4,187 shares of Target worth $656K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 14 Target shares in Q3 2026, an estimated $2.1K.
  • Target made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #188 holding.
  • Pinnacle Wealth Planning Services first reported a position in Target in Q4 2019 and has held it in 28 quarters since.
  • Pinnacle Wealth Planning Services's Target position peaked at $1.6M in Q1 2023.
  • 1,086 funds tracked by Wall St. Rank held Target as of Q3 2026.

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