PINNEY & SCOFIELD, INC.
All 13F Filings
- Location
- Cambridge, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 185,437
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 26.78 K | 14.4% | 0 | 115.8 K | -115.8 K |
| ETFs | 155.3 K | 83.7% | 125.3 K | 0 | 125.3 K |
| Debt | 3.361 K | 1.8% | 0 | 17 | -17 |
| Other | 0 | 0.0% | 0 | 307 | -307 |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
185,437
Holdings
243
QoQ value change ($000)
9,206
(5.2%)
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.