Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s Block Inc XYZ Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$15.8K Sell
216
-22
-9% -$1.75K ﹤0.01% 1889
2026
Q2 		$18K Buy
238
+1
+0.4% +$70 ﹤0.01% 1829
2026
Q1 		$14.2K Sell
237
-3,857
-94% -$235K ﹤0.01% 1861
2025
Q4 		$266K Buy
4,094
+28
+0.7% +$1.93K 0.03% 364
2025
Q3 		$294K Sell
4,066
-105
-3% -$7.86K 0.03% 324
2025
Q2 		$283K Sell
4,171
-105
-2% -$6.11K 0.04% 317
2025
Q1 		$232K Sell
4,276
-28
-0.7% -$2.09K 0.03% 321
2024
Q4 		$366K Buy
4,304
+85
+2% +$6.97K 0.06% 209
2024
Q3 		$283K Buy
4,219
+108
+3% +$6.98K 0.04% 322
2024
Q2 		$265K Buy
4,111
+2
+0% +$140 0.04% 322
2024
Q1 		$348K Sell
4,109
-4
-0.1% -$289 0.05% 262
2023
Q4 		$318K Buy
+4,113
New +$233K 0.05% 257
2023
Q3 		– Sell
-4,184
Closed -$279K – 488
2023
Q2 		$279K Sell
4,184
-85
-2% -$5.31K 0.05% 279
2023
Q1 		$293K Buy
4,269
+594
+16% +$44.5K 0.05% 276
2022
Q4 		$231K Buy
+3,675
New +$227K 0.04% 327
2022
Q3 		– Sell
-3,533
Closed -$217K – 454
2022
Q2 		$217K Buy
3,533
+33
+0.9% +$3.02K 0.04% 329
2022
Q1 		$475K Sell
3,500
-1,669
-32% -$202K 0.09% 173
2021
Q4 		$835K Buy
+5,169
New +$1.12M 0.16% 94
2021
Q1 		– Sell
-176
Closed -$38K – 2028
2020
Q4 		$38K Buy
+176
New +$34.3K 0.01% 920
2018
Q3 		– Sell
-4,595
Closed -$283K – 187
2018
Q2 		$283K Sell
4,595
-194
-4% -$10.7K 0.27% 123
2018
Q1 		$237K Buy
+4,789
New +$220K 0.24% 137

Other funds holding XYZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Bourgeon Capital Management
Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

Pinnacle Wealth Planning Services's XYZ Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Block Inc (XYZ) stake by 9.2% in Q3 2026, selling an estimated $1.75K and leaving 216 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1889.

Pinnacle Wealth Planning Services first reported a position in XYZ in Q1 2018 and has held it in 21 quarters since. The position peaked at $835K in Q4 2021. 316 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Pinnacle Wealth Planning Services held 216 shares of Block Inc worth $15.8K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 22 Block Inc shares in Q3 2026, an estimated $1.75K.
  • Block Inc made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1889 holding.
  • Pinnacle Wealth Planning Services first reported a position in Block Inc in Q1 2018 and has held it in 21 quarters since.
  • Pinnacle Wealth Planning Services's Block Inc position peaked at $835K in Q4 2021.
  • 316 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.