PWPS
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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
Q2 		$43.5K Hold
1,484
– – ﹤0.01% 1378
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
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
CWM
Centrica Wealth Management Miami, Florida $133M AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Compañía de Minas Buenaventura (BVN) position steady in Q2 2026 at 1,484 shares worth $43.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Pinnacle Wealth Planning Services first reported a position in BVN in Q4 2020 and has held it in 4 quarters since. The position peaked at $54.3K in Q4 2025. 275 funds tracked by Wall St. Rank hold BVN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,484 shares of Compañía de Minas Buenaventura worth $43.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Compañía de Minas Buenaventura share count unchanged in Q2 2026.
  • Compañía de Minas Buenaventura made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1378 holding.
  • Pinnacle Wealth Planning Services first reported a position in Compañía de Minas Buenaventura in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Compañía de Minas Buenaventura position peaked at $54.3K in Q4 2025.
  • 275 funds tracked by Wall St. Rank held Compañía de Minas Buenaventura as of Q2 2026.

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