PINNEY & SCOFIELD, INC.

All 13F Filings

Location
Cambridge, MA
Most recent 13F
Q2 2026
Holdings value ($000)
204,547
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/7/2026 232 204,547 13F-HR PINNEY & SCOFIELD, INC.
Q1 2026 5/15/2026 243 185,437 13F-HR PINNEY & SCOFIELD, INC.
Q4 2025 2/13/2026 212 176,231 13F-HR PINNEY & SCOFIELD, INC.
Q3 2025 11/13/2025 217 161,055 13F-HR PINNEY & SCOFIELD, INC.
Q2 2025 8/8/2025 220 147,728 13F-HR PINNEY & SCOFIELD, INC.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 31.19 K 15.2% 4.404 K 0 4.404 K
ETFs 169.9 K 83.1% 14.62 K 0 14.62 K
Debt 3.444 K 1.7% 83 0 83
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Fund Snapshot

Q2 2026
Latest filed
8/7/2026
Total value ($000)
204,547
Holdings
232
QoQ value change ($000)
19,110 (10.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.