Pinnacle Wealth Planning Services
BSY icon

Pinnacle Wealth Planning Services’s Bentley Systems BSY Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio BSY Stock Details BSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.37K Buy
43
+4
+10% +$135 ﹤0.01% 2556
2026
Q2 		$1.17K Sell
39
-21
-35% -$683 ﹤0.01% 2562
2026
Q1 		$2.11K Buy
60
+8
+15% +$294 ﹤0.01% 2438
2025
Q4 		$1.98K Buy
+52
New +$2.37K ﹤0.01% 2486

Other funds holding BSY

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Bentley Systems (BSY) stake by 10% in Q3 2026, buying an estimated $135 and bringing the position to 43 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #2556.

Pinnacle Wealth Planning Services first reported a position in BSY in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.11K in Q1 2026. 169 funds tracked by Wall St. Rank hold BSY as of Q3 2026.

  • Pinnacle Wealth Planning Services held 43 shares of Bentley Systems worth $1.37K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 4 Bentley Systems shares in Q3 2026, an estimated $135.
  • Bentley Systems made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2556 holding.
  • Pinnacle Wealth Planning Services first reported a position in Bentley Systems in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Bentley Systems position peaked at $2.11K in Q1 2026.
  • 169 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2026.

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