Pinnacle Wealth Planning Services’s ACI Worldwide ACIW Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ACIW Stock Details ACIW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$91.6K	Sell	1,821 -197	-10%	-$8.56K	0.01%	920
2026 Q1	$82.8K	Buy	2,018 +123	+6%	+$5.17K	0.01%	901
2025 Q4	$90.6K	Sell	1,895 -2,257	-54%	-$110K	0.01%	837
2025 Q3	$219K	Sell	4,152 -410	-9%	-$19.4K	0.03%	421
2025 Q2	$209K	Buy	+4,562	New	+$224K	0.03%	414
2021 Q1	–	Sell	-1,363	Closed	-$52K	–	358
2020 Q4	$52K	Buy	+1,363	New	+$45.7K	0.01%	770

Other funds holding ACIW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Pinnacle Wealth Planning Services's ACIW Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its ACI Worldwide (ACIW) stake by 9.8% in Q2 2026, selling an estimated $8.56K and leaving 1,821 shares worth $91.6K. The position accounts for 0.01% of the portfolio, ranked #920.

Pinnacle Wealth Planning Services first reported a position in ACIW in Q4 2020 and has held it in 6 quarters since. The position peaked at $219K in Q3 2025. 378 funds tracked by Wall St. Rank hold ACIW as of Q2 2026.

Pinnacle Wealth Planning Services held 1,821 shares of ACI Worldwide worth $91.6K as of Q2 2026.
Pinnacle Wealth Planning Services sold 197 ACI Worldwide shares in Q2 2026, an estimated $8.56K.
ACI Worldwide made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #920 holding.
Pinnacle Wealth Planning Services first reported a position in ACI Worldwide in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's ACI Worldwide position peaked at $219K in Q3 2025.
378 funds tracked by Wall St. Rank held ACI Worldwide as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.