Pinnacle Wealth Planning Services’s Travel + Leisure Co TNL Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio TNL Stock Details TNL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$13.3K	Sell	215 -140	-39%	-$10K	﹤0.01%	1967
2026 Q2	$27.1K	Buy	355 +17	+5%	+$1.19K	﹤0.01%	1638
2026 Q1	$23.4K	Sell	338 -583	-63%	-$42.1K	﹤0.01%	1617
2025 Q4	$65K	Buy	+921	New	+$60.3K	0.01%	1027
2021 Q1	–	Sell	-169	Closed	-$8K	–	1795
2020 Q4	$8K	Buy	+169	New	+$6.63K	﹤0.01%	1485

Other funds holding TNL

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Travel + Leisure Co (TNL) stake by 39% in Q3 2026, selling an estimated $10K and leaving 215 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

Pinnacle Wealth Planning Services first reported a position in TNL in Q4 2020 and has held it in 5 quarters since. The position peaked at $65K in Q4 2025. 196 funds tracked by Wall St. Rank hold TNL as of Q3 2026.

Pinnacle Wealth Planning Services held 215 shares of Travel + Leisure Co worth $13.3K as of Q3 2026.
Pinnacle Wealth Planning Services sold 140 Travel + Leisure Co shares in Q3 2026, an estimated $10K.
Travel + Leisure Co made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1967 holding.
Pinnacle Wealth Planning Services first reported a position in Travel + Leisure Co in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Travel + Leisure Co position peaked at $65K in Q4 2025.
196 funds tracked by Wall St. Rank held Travel + Leisure Co as of Q3 2026.

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