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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
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

CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Blackbaud (BLKB) stake by 5,623% in Q2 2026, buying an estimated $40.7K and bringing the position to 1,259 shares worth $37.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

Pinnacle Wealth Planning Services first reported a position in BLKB in Q4 2020 and has held it in 4 quarters since. The position peaked at $50K in Q4 2020. 284 funds tracked by Wall St. Rank hold BLKB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,259 shares of Blackbaud worth $37.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1,237 Blackbaud shares in Q2 2026, an estimated $40.7K.
  • Blackbaud made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1476 holding.
  • Pinnacle Wealth Planning Services first reported a position in Blackbaud in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Blackbaud position peaked at $50K in Q4 2020.
  • 284 funds tracked by Wall St. Rank held Blackbaud as of Q2 2026.

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