PWPS
BWIN

Pinnacle Wealth Planning Services’s Baldwin Insurance Group BWIN Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio BWIN Stock Details BWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$425 Hold
16
– – ﹤0.01% 2664
2026
Q1 		$351 Sell
16
-211
-93% -$4.56K ﹤0.01% 2647
2025
Q4 		$5.46K Buy
+227
New +$5.78K ﹤0.01% 2253

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Baldwin Insurance Group (BWIN) position steady in Q2 2026 at 16 shares worth $425. The position accounts for ﹤0.01% of the portfolio, ranked #2664.

Pinnacle Wealth Planning Services first reported a position in BWIN in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.46K in Q4 2025. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 16 shares of Baldwin Insurance Group worth $425 as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Baldwin Insurance Group share count unchanged in Q2 2026.
  • Baldwin Insurance Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2664 holding.
  • Pinnacle Wealth Planning Services first reported a position in Baldwin Insurance Group in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Baldwin Insurance Group position peaked at $5.46K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

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