Pinnacle Wealth Planning Services’s Zillow Z Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio Z Stock Details Z Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$20.8K	Buy	767 +637	+490%	+$21K	﹤0.01%	1758
2026 Q2	$4.1K	Sell	130 -512	-80%	-$19.7K	﹤0.01%	2341
2026 Q1	$26.6K	Buy	642 +505	+369%	+$26.9K	﹤0.01%	1539
2025 Q4	$9.35K	Buy	+137	New	+$9.9K	﹤0.01%	2037
2021 Q2	–	Sell	-1,747	Closed	-$226K	–	377
2021 Q1	$226K	Sell	1,747 -291	-14%	-$43.2K	0.06%	273
2020 Q4	$265K	Buy	+2,038	New	+$225K	0.06%	222

Other funds holding Z

Paradice Investment Management Denver, Colorado $594M AUM 28.38% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Hillman Company Pittsburgh, Pennsylvania $261M AUM 2.04% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return

Syquant Capital SAS Paris, France $453M AUM 6.35% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Zillow (Z) stake by 490% in Q3 2026, buying an estimated $21K and bringing the position to 767 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

Pinnacle Wealth Planning Services first reported a position in Z in Q4 2020 and has held it in 6 quarters since. The position peaked at $265K in Q4 2020. 111 funds tracked by Wall St. Rank hold Z as of Q3 2026.

Pinnacle Wealth Planning Services held 767 shares of Zillow worth $20.8K as of Q3 2026.
Pinnacle Wealth Planning Services bought 637 Zillow shares in Q3 2026, an estimated $21K.
Zillow made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1758 holding.
Pinnacle Wealth Planning Services first reported a position in Zillow in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Zillow position peaked at $265K in Q4 2020.
111 funds tracked by Wall St. Rank held Zillow as of Q3 2026.

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