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Pinnacle Wealth Planning Services’s Terreno Realty TRNO Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio TRNO Stock Details TRNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$156K Buy
2,544
+119
+5% +$7.47K 0.02% 572
2025
Q4 		$142K Buy
+2,425
New +$146K 0.01% 618
2021
Q1 		– Sell
-33
Closed -$2K – 1805
2020
Q4 		$2K Buy
+33
New +$1.93K ﹤0.01% 1987

Other funds holding TRNO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pinnacle Wealth Planning Services's TRNO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Terreno Realty (TRNO) stake by 4.9% in Q1 2026, buying an estimated $7.47K and bringing the position to 2,544 shares worth $156K. The position accounts for 0.02% of the portfolio, ranked #572.

Pinnacle Wealth Planning Services first reported a position in TRNO in Q4 2020 and has held it in 3 quarters since. 375 funds tracked by Wall St. Rank hold TRNO as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,544 shares of Terreno Realty worth $156K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 119 Terreno Realty shares in Q1 2026, an estimated $7.47K.
  • Terreno Realty made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #572 holding.
  • Pinnacle Wealth Planning Services first reported a position in Terreno Realty in Q4 2020 and has held it in 3 quarters since.
  • 375 funds tracked by Wall St. Rank held Terreno Realty as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.