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Pinnacle Wealth Planning Services’s KE Holdings BEKE Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio BEKE Stock Details BEKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.7K Sell
1,700
-110
-6% -$1.81K ﹤0.01% 1688
2026
Q1 		$27.1K Buy
1,810
+117
+7% +$2.01K ﹤0.01% 1534
2025
Q4 		$26.7K Buy
+1,693
New +$29.1K ﹤0.01% 1575

Other funds holding BEKE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
HCVG
H Capital V GP Grand Cayman, Cayman Islands $71.9M AUM 18.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its KE Holdings (BEKE) stake by 6.1% in Q2 2026, selling an estimated $1.81K and leaving 1,700 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

Pinnacle Wealth Planning Services first reported a position in BEKE in Q4 2025 and has held it in 3 quarters since. The position peaked at $27.1K in Q1 2026. 204 funds tracked by Wall St. Rank hold BEKE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,700 shares of KE Holdings worth $24.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 110 KE Holdings shares in Q2 2026, an estimated $1.81K.
  • KE Holdings made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1688 holding.
  • Pinnacle Wealth Planning Services first reported a position in KE Holdings in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's KE Holdings position peaked at $27.1K in Q1 2026.
  • 204 funds tracked by Wall St. Rank held KE Holdings as of Q2 2026.

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