Pinnacle Wealth Planning Services’s Compañía de Minas Buenaventura BVN Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio BVN Stock Details BVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$53.5K	Sell	1,484 -468	-24%	-$16.9K	0.01%	1162
2025 Q4	$54.3K	Buy	+1,952	New	+$48.7K	0.01%	1140
2021 Q1	–	Sell	-65	Closed	-$1K	–	580
2020 Q4	$1K	Buy	+65	New	+$793	﹤0.01%	2074

Other funds holding BVN

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pinnacle Wealth Planning Services's BVN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Compañía de Minas Buenaventura (BVN) stake by 24% in Q1 2026, selling an estimated $16.9K and leaving 1,484 shares worth $53.5K. The position accounts for 0.01% of the portfolio, ranked #1162.

Pinnacle Wealth Planning Services first reported a position in BVN in Q4 2020 and has held it in 3 quarters since. The position peaked at $54.3K in Q4 2025. 263 funds tracked by Wall St. Rank hold BVN as of Q1 2026.

Pinnacle Wealth Planning Services held 1,484 shares of Compañía de Minas Buenaventura worth $53.5K as of Q1 2026.
Pinnacle Wealth Planning Services sold 468 Compañía de Minas Buenaventura shares in Q1 2026, an estimated $16.9K.
Compañía de Minas Buenaventura made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1162 holding.
Pinnacle Wealth Planning Services first reported a position in Compañía de Minas Buenaventura in Q4 2020 and has held it in 3 quarters since.
Pinnacle Wealth Planning Services's Compañía de Minas Buenaventura position peaked at $54.3K in Q4 2025.
263 funds tracked by Wall St. Rank held Compañía de Minas Buenaventura as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.