PWMG
PPTA

Pinnacle Wealth Management Group’s Perpetua Resources PPTA Stock Holding History

Pinnacle Wealth Management Group’s Portfolio PPTA Stock Details PPTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1M Buy
52,910
+1,300
+3% +$35.3K 0.51% 44
2026
Q1 		$1.45M Buy
51,610
+8,300
+19% +$251K 0.71% 34
2025
Q4 		$1.05M Buy
+43,310
New +$1.07M 0.52% 43

Other funds holding PPTA

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
S
Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Pinnacle Wealth Management Group's PPTA Position: Q2 2026 in Review

Pinnacle Wealth Management Group increased its Perpetua Resources (PPTA) stake by 2.5% in Q2 2026, buying an estimated $35.3K and bringing the position to 52,910 shares worth $1.1M. The position accounts for 0.51% of the portfolio, ranked #44.

Pinnacle Wealth Management Group first reported a position in PPTA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.45M in Q1 2026. 20 funds tracked by Wall St. Rank hold PPTA as of Q2 2026.

  • Pinnacle Wealth Management Group held 52,910 shares of Perpetua Resources worth $1.1M as of Q2 2026.
  • Pinnacle Wealth Management Group bought 1,300 Perpetua Resources shares in Q2 2026, an estimated $35.3K.
  • Perpetua Resources made up 0.51% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #44 holding.
  • Pinnacle Wealth Management Group first reported a position in Perpetua Resources in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Management Group's Perpetua Resources position peaked at $1.45M in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Perpetua Resources as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.