Pinnacle Wealth Management Advisory Group, LLC
Position in SF — Stifel Financial Corp
CIK 1631864
RED BANK, NJ
Position in SF
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$326,874
+$48,385 QoQ
Shares Held
4,422
+32.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Pinnacle Wealth Management Advisory Group, LLC holds $15,296,422 across 3 Capital Markets names.
All Filings in SF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $326,874 | 4,422 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $278,489 | 2,224 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||