AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Pinnacle Wealth Management Group, Inc. has reported a significant expansion in its portfolio management activities for the quarter ending December 31, 2025. The total portfolio value surged by 74.3%, rising from $114.85M to $200.16M. This substantial growth is attributed to a combination of market appreciation and net capital inflows, evidenced by the creation of 21 new positions alongside the liquidation of 21 others.
The portfolio currently consists of **12...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
Filing history loading…