PWPS
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Pinnacle Wealth Planning Services’s Teekay TK Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio TK Stock Details TK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.76K Hold
476
– – ﹤0.01% 2308
2026
Q1 		$5.81K Hold
476
– – ﹤0.01% 2216
2025
Q4 		$4.3K Buy
+476
New +$4.38K ﹤0.01% 2321

Other funds holding TK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pinnacle Wealth Planning Services's TK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Teekay (TK) position steady in Q2 2026 at 476 shares worth $4.76K. The position accounts for ﹤0.01% of the portfolio, ranked #2308.

Pinnacle Wealth Planning Services first reported a position in TK in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.81K in Q1 2026. 179 funds tracked by Wall St. Rank hold TK as of Q2 2026.

  • Pinnacle Wealth Planning Services held 476 shares of Teekay worth $4.76K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Teekay share count unchanged in Q2 2026.
  • Teekay made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2308 holding.
  • Pinnacle Wealth Planning Services first reported a position in Teekay in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Teekay position peaked at $5.81K in Q1 2026.
  • 179 funds tracked by Wall St. Rank held Teekay as of Q2 2026.

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