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Pinnacle Wealth Planning Services’s Agilysys AGYS Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio AGYS Stock Details AGYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.2K Sell
289
-330
-53% -$25.5K ﹤0.01% 1581
2026
Q1 		$44K Buy
619
+180
+41% +$15.6K ﹤0.01% 1269
2025
Q4 		$52.2K Buy
+439
New +$52.8K 0.01% 1168

Other funds holding AGYS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCO
MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Agilysys (AGYS) stake by 53% in Q2 2026, selling an estimated $25.5K and leaving 289 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

Pinnacle Wealth Planning Services first reported a position in AGYS in Q4 2025 and has held it in 3 quarters since. The position peaked at $52.2K in Q4 2025. 289 funds tracked by Wall St. Rank hold AGYS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 289 shares of Agilysys worth $30.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 330 Agilysys shares in Q2 2026, an estimated $25.5K.
  • Agilysys made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1581 holding.
  • Pinnacle Wealth Planning Services first reported a position in Agilysys in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Agilysys position peaked at $52.2K in Q4 2025.
  • 289 funds tracked by Wall St. Rank held Agilysys as of Q2 2026.

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