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Pinnacle Wealth Planning Services’s Anterix ATEX Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ATEX Stock Details ATEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.4K Buy
612
+308
+101% +$9.75K ﹤0.01% 1618
2025
Q4 		$6.64K Buy
+304
New +$6.31K ﹤0.01% 2185

Other funds holding ATEX

OCAM
Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
QF
QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return
PM
Plustick Management Charlottesville, Virginia $207M AUM 253.94% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pinnacle Wealth Planning Services's ATEX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Anterix (ATEX) stake by 101% in Q1 2026, buying an estimated $9.75K and bringing the position to 612 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1618.

Pinnacle Wealth Planning Services first reported a position in ATEX in Q4 2025 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold ATEX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 612 shares of Anterix worth $23.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 308 Anterix shares in Q1 2026, an estimated $9.75K.
  • Anterix made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1618 holding.
  • Pinnacle Wealth Planning Services first reported a position in Anterix in Q4 2025 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held Anterix as of Q1 2026.

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