PWPS
ASIC

Pinnacle Wealth Planning Services’s Ategrity Specialty Insurance ASIC Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ASIC Stock Details ASIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$297 Hold
15
– – ﹤0.01% 2656
2025
Q4 		$315 Buy
+15
New +$284 ﹤0.01% 2687

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VCM
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Marshall Wace
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Two Sigma Investments
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Pinnacle Wealth Planning Services's ASIC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Ategrity Specialty Insurance (ASIC) position steady in Q1 2026 at 15 shares worth $297. The position accounts for ﹤0.01% of the portfolio, ranked #2656.

Pinnacle Wealth Planning Services first reported a position in ASIC in Q4 2025 and has held it in 2 quarters since. The position peaked at $315 in Q4 2025. 87 funds tracked by Wall St. Rank hold ASIC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 15 shares of Ategrity Specialty Insurance worth $297 as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Ategrity Specialty Insurance share count unchanged in Q1 2026.
  • Ategrity Specialty Insurance made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2656 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ategrity Specialty Insurance in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Ategrity Specialty Insurance position peaked at $315 in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Ategrity Specialty Insurance as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.