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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
Q2 		$63K Hold
612
– – 0.01% 1122
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 $1.21B AUM 169.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PM
Plustick Management Charlottesville, Virginia $269M AUM 340.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Anterix (ATEX) position steady in Q2 2026 at 612 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #1122.

Pinnacle Wealth Planning Services first reported a position in ATEX in Q4 2025 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold ATEX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 612 shares of Anterix worth $63K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Anterix share count unchanged in Q2 2026.
  • Anterix made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1122 holding.
  • Pinnacle Wealth Planning Services first reported a position in Anterix in Q4 2025 and has held it in 3 quarters since.
  • 172 funds tracked by Wall St. Rank held Anterix as of Q2 2026.

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