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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
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 $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Westamerica Bancorp (WABC) stake by 2.9% in Q1 2026, selling an estimated $1.06K and leaving 697 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

Pinnacle Wealth Planning Services first reported a position in WABC in Q4 2020 and has held it in 3 quarters since. 204 funds tracked by Wall St. Rank hold WABC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 697 shares of Westamerica Bancorp worth $36.3K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 21 Westamerica Bancorp shares in Q1 2026, an estimated $1.06K.
  • Westamerica Bancorp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1372 holding.
  • Pinnacle Wealth Planning Services first reported a position in Westamerica Bancorp in Q4 2020 and has held it in 3 quarters since.
  • 204 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q1 2026.

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