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Pinnacle Wealth Planning Services’s Westamerica Bancorp WABC Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio WABC Stock Details WABC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$41.8K Buy
713
+16
+2% +$886 ﹤0.01% 1403
2026
Q1 		$36.3K Sell
697
-21
-3% -$1.06K ﹤0.01% 1372
2025
Q4 		$34.3K Buy
+718
New +$34.4K ﹤0.01% 1436
2021
Q1 		– Sell
-25
Closed -$1K – 1923
2020
Q4 		$1K Buy
+25
New +$1.38K ﹤0.01% 2197

Other funds holding WABC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Westamerica Bancorp (WABC) stake by 2.3% in Q2 2026, buying an estimated $886 and bringing the position to 713 shares worth $41.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Pinnacle Wealth Planning Services first reported a position in WABC in Q4 2020 and has held it in 4 quarters since. 215 funds tracked by Wall St. Rank hold WABC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 713 shares of Westamerica Bancorp worth $41.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 16 Westamerica Bancorp shares in Q2 2026, an estimated $886.
  • Westamerica Bancorp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1403 holding.
  • Pinnacle Wealth Planning Services first reported a position in Westamerica Bancorp in Q4 2020 and has held it in 4 quarters since.
  • 215 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q2 2026.

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