Steward Partners Investment Advisory’s Pineapple Financial PAPL Stock Holding History

Steward Partners Investment Advisory’s Portfolio PAPL Stock Details PAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-12,633	Closed	-$8.09K	–	4808
2026 Q1	$8.09K	Hold	12,633	–	–	﹤0.01%	3631
2025 Q4	$17.8K	Buy	12,633 +8,400	+198%	+$30.7K	﹤0.01%	3185
2025 Q3	$23.8K	Buy	4,233 +3,233	+323%	+$15.7K	﹤0.01%	3012
2025 Q2	$1.4K	Hold	1,000	–	–	﹤0.01%	3810
2025 Q1	$6.3K	Hold	1,000	–	–	﹤0.01%	3301
2024 Q4	$9.04K	Hold	1,000	–	–	﹤0.01%	3136
2024 Q3	$13.7K	Buy	+1,000	New	+$17.1K	﹤0.01%	2827

Other funds holding PAPL

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Steward Partners Investment Advisory's PAPL Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of Pineapple Financial (PAPL) in Q2 2026, closing a stake of 12,633 shares — an estimated $8.09K sold.

Steward Partners Investment Advisory first reported a position in PAPL in Q3 2024 and held it in 7 quarters. The position peaked at $23.8K in Q3 2025. 7 funds tracked by Wall St. Rank hold PAPL as of Q2 2026.

Steward Partners Investment Advisory reported no remaining Pineapple Financial position as of Q2 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 12,633 Pineapple Financial shares in Q2 2026, an estimated $8.09K.
Steward Partners Investment Advisory first reported a position in Pineapple Financial in Q3 2024 and held it in 7 quarters.
Steward Partners Investment Advisory's Pineapple Financial position peaked at $23.8K in Q3 2025.
7 funds tracked by Wall St. Rank held Pineapple Financial as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.