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Pinnacle Wealth Planning Services’s Weibo WB Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio WB Stock Details WB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-96
Closed -$981 – 2864
2025
Q4 		$981 Buy
+96
New +$1.03K ﹤0.01% 2588

Other funds holding WB

AG
Alibaba Group Causeway Bay, Hong Kong $509M AUM 25.62% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Weibo (WB) in Q1 2026, closing a stake of 96 shares — an estimated $981 sold.

Pinnacle Wealth Planning Services first reported a position in WB in Q4 2025 and held it in 1 quarter. The position peaked at $981 in Q4 2025. 143 funds tracked by Wall St. Rank hold WB as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining Weibo position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 96 Weibo shares in Q1 2026, an estimated $981.
  • Pinnacle Wealth Planning Services first reported a position in Weibo in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Weibo position peaked at $981 in Q4 2025.
  • 143 funds tracked by Wall St. Rank held Weibo as of Q1 2026.

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