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
Q2 		$361 Hold
15
– – ﹤0.01% 2676
2026
Q1 		$297 Hold
15
– – ﹤0.01% 2656
2025
Q4 		$315 Buy
+15
New +$284 ﹤0.01% 2687

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Ategrity Specialty Insurance (ASIC) position steady in Q2 2026 at 15 shares worth $361. The position accounts for ﹤0.01% of the portfolio, ranked #2676.

Pinnacle Wealth Planning Services first reported a position in ASIC in Q4 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold ASIC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 15 shares of Ategrity Specialty Insurance worth $361 as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Ategrity Specialty Insurance share count unchanged in Q2 2026.
  • Ategrity Specialty Insurance made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2676 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ategrity Specialty Insurance in Q4 2025 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held Ategrity Specialty Insurance as of Q2 2026.

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