PINNEY & SCOFIELD, INC.

Q3 2026 13F-HR Holdings

Location
Cambridge, MA
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
244
Total value ($000)
$219,577
Net value change ($000)
+15,030 (7.3%)
New positions
19
Sold out positions
7
Turnover %
52.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DIMENSIONAL ETF TRUST 23,170 NEW
DIMENSIONAL ETF TRUST 11,767 NEW
DFA INVT DIMENSIONS GROUP IN 11,611 NEW
DFA INVT DIMENSIONS GROUP IN 8,335 NEW
VANGUARD MALVERN FDS 2,776 18506.7%
DISV 1,718 17.5%
DFIV 1,688 7.4%
DFIS 1,026 21.5%
AAPL 995 15.3%
VCSH 959 732.1%
Top Reduces (Value $000, Stocks/ETFs)
DFAS -23,957 -100.0%
DFAT -12,421 -100.0%
DFAR -11,499 -100.0%
DFSV -7,979 -100.0%
DFIP -700 -2.8%
LLY -313 -3.5%
BND -161 -48.5%
XOM -158 -33.5%
DFUV -81 -0.5%
TSLA -72 -29.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type