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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
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 		$1.99K Buy
+52
New +$2.37K ﹤0.01% 2486

Other funds holding BSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Bentley Systems (BSY) stake by 35% in Q2 2026, selling an estimated $683 and leaving 39 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2562.

Pinnacle Wealth Planning Services first reported a position in BSY in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.11K in Q1 2026. 398 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • Pinnacle Wealth Planning Services held 39 shares of Bentley Systems worth $1.17K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 21 Bentley Systems shares in Q2 2026, an estimated $683.
  • Bentley Systems made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2562 holding.
  • Pinnacle Wealth Planning Services first reported a position in Bentley Systems in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Bentley Systems position peaked at $2.11K in Q1 2026.
  • 398 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

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