Back to STT-PG
Pinnacle Wealth Planning Services, Inc. → STT-PG
Pinnacle Wealth Planning Services, Inc. STT-PG Position History
State Street Corporation • Banking
Quarters held
159
Latest value
$282K
Q3 2026
Peak value
$38.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.7M |
| Q3 2025 | $18.8M |
| Q3 2025 | $29.6M |
| Q3 2025 | $22.3M |
| Q3 2025 | $12.2M |
| Q3 2025 | $4.4M |
| Q3 2025 | $9.1M |
| Q3 2025 | $202K |
| Q3 2025 | $1.6M |
| Q3 2025 | $428K |
| Q3 2025 | $762K |
| Q4 2025 | $5.1M |
| Q4 2025 | $5K |
| Q4 2025 | $19.7M |
| Q4 2025 | $33.4M |
| Q4 2025 | $24.4M |
| Q4 2025 | $291 |
| Q4 2025 | $15K |
| Q4 2025 | $167K |
| Q4 2025 | $10K |
| Q4 2025 | $17K |
| Q4 2025 | $15K |
| Q4 2025 | $13.3M |
| Q4 2025 | $97K |
| Q4 2025 | $22K |
| Q4 2025 | $36K |
| Q4 2025 | $28K |
| Q4 2025 | $117K |
| Q4 2025 | $2K |
| Q4 2025 | $46 |
| Q4 2025 | $8K |
| Q4 2025 | $4.5M |
| Q4 2025 | $9.3M |
| Q4 2025 | $134K |
| Q4 2025 | $225K |
| Q4 2025 | $103K |
| Q4 2025 | $1.5M |
| Q4 2025 | $435K |
| Q4 2025 | $7K |
| Q4 2025 | $778K |
| Q4 2025 | $8K |
| Q4 2025 | $62K |
| Q4 2025 | $123K |
| Q4 2025 | $206K |
| Q1 2026 | $5.2M |
| Q1 2026 | $36K |
| Q1 2026 | $6K |
| Q1 2026 | $942 |
| Q1 2026 | $6K |
| Q1 2026 | $19M |
| Q1 2026 | $35.1M |
| Q1 2026 | $24.5M |
| Q1 2026 | $289 |
| Q1 2026 | $6K |
| Q1 2026 | $15K |
| Q1 2026 | $164K |
| Q1 2026 | $10K |
| Q1 2026 | $18K |
| Q1 2026 | $15K |
| Q1 2026 | $12.8M |
| Q1 2026 | $94K |
| Q1 2026 | $22K |
| Q1 2026 | $36K |
| Q1 2026 | $27K |
| Q1 2026 | $115K |
| Q1 2026 | $2K |
| Q1 2026 | $45 |
| Q1 2026 | $8K |
| Q1 2026 | $4.5M |
| Q1 2026 | $9.4M |
| Q1 2026 | $143K |
| Q1 2026 | $200K |
| Q1 2026 | $94K |
| Q1 2026 | $2.2M |
| Q1 2026 | $491K |
| Q1 2026 | $7K |
| Q1 2026 | $692K |
| Q1 2026 | $8K |
| Q1 2026 | $63K |
| Q1 2026 | $132K |
| Q1 2026 | $204K |
| Q2 2026 | $5.7M |
| Q2 2026 | $40K |
| Q2 2026 | $7K |
| Q2 2026 | $9K |
| Q2 2026 | $8K |
| Q2 2026 | $22.6M |
| Q2 2026 | $38.1M |
| Q2 2026 | $37K |
| Q2 2026 | $26.6M |
| Q2 2026 | $289 |
| Q2 2026 | $6K |
| Q2 2026 | $39K |
| Q2 2026 | $188K |
| Q2 2026 | $11K |
| Q2 2026 | $21K |
| Q2 2026 | $17K |
| Q2 2026 | $14.8M |
| Q2 2026 | $95K |
| Q2 2026 | $22K |
| Q2 2026 | $40K |
| Q2 2026 | $27K |
| Q2 2026 | $120K |
| Q2 2026 | $2K |
| Q2 2026 | $46 |
| Q2 2026 | $9K |
| Q2 2026 | $4.6M |
| Q2 2026 | $9.7M |
| Q2 2026 | $145K |
| Q2 2026 | $217K |
| Q2 2026 | $101K |
| Q2 2026 | $1.9M |
| Q2 2026 | $587K |
| Q2 2026 | $8K |
| Q2 2026 | $992K |
| Q2 2026 | $7K |
| Q2 2026 | $67K |
| Q2 2026 | $171K |
| Q2 2026 | $278K |
| Q3 2026 | $5.5M |
| Q3 2026 | $99K |
| Q3 2026 | $6K |
| Q3 2026 | $9K |
| Q3 2026 | $13K |
| Q3 2026 | $12K |
| Q3 2026 | $23.2M |
| Q3 2026 | $37.9M |
| Q3 2026 | $36K |
| Q3 2026 | $25.5M |
| Q3 2026 | $17K |
| Q3 2026 | $6K |
| Q3 2026 | $38K |
| Q3 2026 | $162K |
| Q3 2026 | $19K |
| Q3 2026 | $16K |
| Q3 2026 | $16K |
| Q3 2026 | $15.6M |
| Q3 2026 | $15K |
| Q3 2026 | $21K |
| Q3 2026 | $40K |
| Q3 2026 | $17K |
| Q3 2026 | $9K |
| Q3 2026 | $26K |
| Q3 2026 | $112K |
| Q3 2026 | $2K |
| Q3 2026 | $43 |
| Q3 2026 | $9K |
| Q3 2026 | $4.5M |
| Q3 2026 | $140K |
| Q3 2026 | $235K |
| Q3 2026 | $95K |
| Q3 2026 | $2.2M |
| Q3 2026 | $586K |
| Q3 2026 | $1K |
| Q3 2026 | $1M |
| Q3 2026 | $8K |
| Q3 2026 | $64K |
| Q3 2026 | $150K |
| Q3 2026 | $282K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $282K | 1.6K | — | — |
| Q3 2026 | $150K | 3.8K | — | — |
| Q3 2026 | $64K | 1.6K | — | — |
| Q3 2026 | $8K | 68 | — | — |
| Q3 2026 | $1M | 5.2K | — | — |
| Q3 2026 | $1K | 7 | — | — |
| Q3 2026 | $586K | 11.0K | — | — |
| Q3 2026 | $2.2M | 36.6K | — | — |
| Q3 2026 | $95K | 874 | — | — |
| Q3 2026 | $235K | 1.4K | — | — |
| Q3 2026 | $140K | 2.9K | — | — |
| Q3 2026 | $4.5M | 244.5K | — | — |
| Q3 2026 | $9K | 147 | — | — |
| Q3 2026 | $43 | 1 | — | — |
| Q3 2026 | $2K | 26 | — | — |
| Q3 2026 | $112K | 1.2K | — | — |
| Q3 2026 | $26K | 1.2K | — | — |
| Q3 2026 | $9K | 359 | — | — |
| Q3 2026 | $17K | 439 | — | — |
| Q3 2026 | $40K | 1.3K | — | — |
| Q3 2026 | $21K | 552 | — | — |
| Q3 2026 | $15K | 365 | — | — |
| Q3 2026 | $15.6M | 173.3K | — | — |
| Q3 2026 | $16K | 250 | — | — |
| Q3 2026 | $16K | 182 | — | — |
| Q3 2026 | $19K | 185 | — | — |
| Q3 2026 | $162K | 2.6K | — | — |
| Q3 2026 | $38K | 259 | — | — |
| Q3 2026 | $6K | 57 | — | — |
| Q3 2026 | $17K | 723 | — | — |
| Q3 2026 | $25.5M | 1.05M | — | — |
| Q3 2026 | $36K | 176 | — | — |
| Q3 2026 | $37.9M | 620.0K | — | — |
| Q3 2026 | $23.2M | 188.9K | — | — |
| Q3 2026 | $12K | 593 | — | — |
| Q3 2026 | $13K | 626 | — | — |
| Q3 2026 | $9K | 365 | — | — |
| Q3 2026 | $6K | 58 | — | — |
| Q3 2026 | $99K | 2.0K | — | — |
| Q3 2026 | $5.5M | 106.9K | — | — |
| Q2 2026 | $278K | 1.6K | — | — |
| Q2 2026 | $171K | 3.8K | — | — |
| Q2 2026 | $67K | 1.5K | — | — |
| Q2 2026 | $7K | 68 | — | — |
| Q2 2026 | $992K | 5.2K | — | — |
| Q2 2026 | $8K | 42 | — | — |
| Q2 2026 | $587K | 10.9K | — | — |
| Q2 2026 | $1.9M | 36.5K | — | — |
| Q2 2026 | $101K | 864 | — | — |
| Q2 2026 | $217K | 1.4K | — | — |
| Q2 2026 | $145K | 2.9K | — | — |
| Q2 2026 | $9.7M | 226.3K | — | — |
| Q2 2026 | $4.6M | 244.0K | — | — |
| Q2 2026 | $9K | 147 | — | — |
| Q2 2026 | $46 | 1 | — | — |
| Q2 2026 | $2K | 26 | — | — |
| Q2 2026 | $120K | 1.3K | — | — |
| Q2 2026 | $27K | 1.2K | — | — |
| Q2 2026 | $40K | 1.3K | — | — |
| Q2 2026 | $22K | 552 | — | — |
| Q2 2026 | $95K | 2.3K | — | — |
| Q2 2026 | $14.8M | 168.9K | — | — |
| Q2 2026 | $17K | 182 | — | — |
| Q2 2026 | $21K | 185 | — | — |
| Q2 2026 | $11K | 124 | — | — |
| Q2 2026 | $188K | 2.8K | — | — |
| Q2 2026 | $39K | 259 | — | — |
| Q2 2026 | $6K | 57 | — | — |
| Q2 2026 | $289 | 11 | — | — |
| Q2 2026 | $26.6M | 1.04M | — | — |
| Q2 2026 | $37K | 161 | — | — |
| Q2 2026 | $38.1M | 626.7K | — | — |
| Q2 2026 | $22.6M | 189.9K | — | — |
| Q2 2026 | $8K | 380 | — | — |
| Q2 2026 | $9K | 365 | — | — |
| Q2 2026 | $7K | 58 | — | — |
| Q2 2026 | $40K | 789 | — | — |
| Q2 2026 | $5.7M | 110.3K | — | — |
| Q1 2026 | $204K | 1.6K | — | — |
| Q1 2026 | $132K | 2.9K | — | — |
| Q1 2026 | $63K | 1.5K | — | — |
| Q1 2026 | $8K | 68 | — | — |
| Q1 2026 | $692K | 5.2K | — | — |
| Q1 2026 | $7K | 42 | — | — |
| Q1 2026 | $491K | 9.9K | — | — |
| Q1 2026 | $2.2M | 36.5K | — | — |
| Q1 2026 | $94K | 864 | — | — |
| Q1 2026 | $200K | 1.4K | — | — |
| Q1 2026 | $143K | 2.9K | — | — |
| Q1 2026 | $9.4M | 220.3K | — | — |
| Q1 2026 | $4.5M | 233.9K | — | — |
| Q1 2026 | $8K | 147 | — | — |
| Q1 2026 | $45 | 1 | — | — |
| Q1 2026 | $2K | 26 | — | — |
| Q1 2026 | $115K | 1.2K | — | — |
| Q1 2026 | $27K | 1.2K | — | — |
| Q1 2026 | $36K | 1.2K | — | — |
| Q1 2026 | $22K | 552 | — | — |
| Q1 2026 | $94K | 2.3K | — | — |
| Q1 2026 | $12.8M | 166.7K | — | — |
| Q1 2026 | $15K | 182 | — | — |
| Q1 2026 | $18K | 185 | — | — |
| Q1 2026 | $10K | 124 | — | — |
| Q1 2026 | $164K | 2.8K | — | — |
| Q1 2026 | $15K | 106 | — | — |
| Q1 2026 | $6K | 57 | — | — |
| Q1 2026 | $289 | 11 | — | — |
| Q1 2026 | $24.5M | 958.0K | — | — |
| Q1 2026 | $35.1M | 620.1K | — | — |
| Q1 2026 | $19M | 194.4K | — | — |
| Q1 2026 | $6K | 298 | — | — |
| Q1 2026 | $942 | 38 | — | — |
| Q1 2026 | $6K | 58 | — | — |
| Q1 2026 | $36K | 789 | — | — |
| Q1 2026 | $5.2M | 111.7K | — | — |
| Q4 2025 | $206K | 1.6K | — | — |
| Q4 2025 | $123K | 2.9K | — | — |
| Q4 2025 | $62K | 1.5K | — | — |
| Q4 2025 | $8K | 68 | — | — |
| Q4 2025 | $778K | 5.4K | — | — |
| Q4 2025 | $7K | 42 | — | — |
| Q4 2025 | $435K | 7.9K | — | — |
| Q4 2025 | $1.5M | 34.2K | — | — |
| Q4 2025 | $103K | 864 | — | — |
| Q4 2025 | $225K | 1.5K | — | — |
| Q4 2025 | $134K | 3.0K | — | — |
| Q4 2025 | $9.3M | 213.8K | — | — |
| Q4 2025 | $4.5M | 234.3K | — | — |
| Q4 2025 | $8K | 147 | — | — |
| Q4 2025 | $46 | 1 | — | — |
| Q4 2025 | $2K | 26 | — | — |
| Q4 2025 | $117K | 1.2K | — | — |
| Q4 2025 | $28K | 1.2K | — | — |
| Q4 2025 | $36K | 1.2K | — | — |
| Q4 2025 | $22K | 552 | — | — |
| Q4 2025 | $97K | 2.3K | — | — |
| Q4 2025 | $13.3M | 165.5K | — | — |
| Q4 2025 | $15K | 182 | — | — |
| Q4 2025 | $17K | 185 | — | — |
| Q4 2025 | $10K | 124 | — | — |
| Q4 2025 | $167K | 2.8K | — | — |
| Q4 2025 | $15K | 106 | — | — |
| Q4 2025 | $291 | 11 | — | — |
| Q4 2025 | $24.4M | 947.8K | — | — |
| Q4 2025 | $33.4M | 587.2K | — | — |
| Q4 2025 | $19.7M | 184.9K | — | — |
| Q4 2025 | $5K | 58 | — | — |
| Q4 2025 | $5.1M | 108.9K | — | — |
| Q3 2025 | $762K | 2.7K | — | — |
| Q3 2025 | $428K | 7.9K | — | — |
| Q3 2025 | $1.6M | 17.6K | — | — |
| Q3 2025 | $202K | 1.5K | — | — |
| Q3 2025 | $9.1M | 208.4K | — | — |
| Q3 2025 | $4.4M | 227.4K | — | — |
| Q3 2025 | $12.2M | 156.1K | — | — |
| Q3 2025 | $22.3M | 862.7K | — | — |
| Q3 2025 | $29.6M | 534.5K | — | — |
| Q3 2025 | $18.8M | 179.6K | — | — |
| Q3 2025 | $4.7M | 101.5K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B