Pinnacle Wealth Planning Services’s Tri Pointe Homes TPH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,209	Closed	-$150K	–	2829
2026 Q1	$150K	Buy	3,209 +48	+2%	+$1.95K	0.02%	587
2025 Q4	$99.5K	Buy	+3,161	New	+$103K	0.01%	795
2021 Q1	–	Sell	-1,818	Closed	-$31K	–	1798
2020 Q4	$31K	Buy	+1,818	New	+$32.1K	0.01%	992

Other funds holding TPH

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Tri Pointe Homes (TPH) in Q2 2026, closing a stake of 3,209 shares — an estimated $150K sold.

Pinnacle Wealth Planning Services first reported a position in TPH in Q4 2020 and held it in 3 quarters. The position peaked at $150K in Q1 2026. 2 funds tracked by Wall St. Rank hold TPH as of Q2 2026.

Pinnacle Wealth Planning Services reported no remaining Tri Pointe Homes position as of Q2 2026 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 3,209 Tri Pointe Homes shares in Q2 2026, an estimated $150K.
Pinnacle Wealth Planning Services first reported a position in Tri Pointe Homes in Q4 2020 and held it in 3 quarters.
Pinnacle Wealth Planning Services's Tri Pointe Homes position peaked at $150K in Q1 2026.
2 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q2 2026.

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