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
- —
- Chairman
- —
- CEO
- —
- 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.