Pinnacle Wealth Planning Services
BLKB icon

Pinnacle Wealth Planning Services’s Blackbaud BLKB Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio BLKB Stock Details BLKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$97.9K Buy
2,353
+1,094
+87% +$44.8K 0.01% 866
2026
Q2 		$37.3K Buy
1,259
+1,237
+5,623% +$40.7K ﹤0.01% 1476
2026
Q1 		$849 Sell
22
-205
-90% -$10.2K ﹤0.01% 2577
2025
Q4 		$14.4K Buy
+227
New +$14K ﹤0.01% 1863
2021
Q1 		– Sell
-877
Closed -$50K – 552
2020
Q4 		$50K Buy
+877
New +$48.8K 0.01% 792

Other funds holding BLKB

Tributary Capital Management
Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Andrew Hill Investment Advisors
Andrew Hill Investment Advisors Naples, Florida $127M AUM 39.35% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Corbyn Investment Management
Corbyn Investment Management Lutherville, Maryland $336M AUM 15.47% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Pinnacle Wealth Planning Services's BLKB Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Blackbaud (BLKB) stake by 87% in Q3 2026, buying an estimated $44.8K and bringing the position to 2,353 shares worth $97.9K. The position accounts for 0.01% of the portfolio, ranked #866.

Pinnacle Wealth Planning Services first reported a position in BLKB in Q4 2020 and has held it in 5 quarters since. 75 funds tracked by Wall St. Rank hold BLKB as of Q3 2026.

  • Pinnacle Wealth Planning Services held 2,353 shares of Blackbaud worth $97.9K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 1,094 Blackbaud shares in Q3 2026, an estimated $44.8K.
  • Blackbaud made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #866 holding.
  • Pinnacle Wealth Planning Services first reported a position in Blackbaud in Q4 2020 and has held it in 5 quarters since.
  • 75 funds tracked by Wall St. Rank held Blackbaud as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.