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Pinnacle Wealth Planning Services’s Consensus Cloud Solutions CCSI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CCSI Stock Details CCSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.28K Hold
86
– – ﹤0.01% 2376
2026
Q1 		$2.04K Hold
86
– – ﹤0.01% 2441
2025
Q4 		$1.88K Buy
+86
New +$2.12K ﹤0.01% 2494

Other funds holding CCSI

JT
Jupiter Topco New York $245B AUM
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.1B AUM 11.31% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Consensus Cloud Solutions (CCSI) position steady in Q2 2026 at 86 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #2376.

Pinnacle Wealth Planning Services first reported a position in CCSI in Q4 2025 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold CCSI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 86 shares of Consensus Cloud Solutions worth $3.28K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Consensus Cloud Solutions share count unchanged in Q2 2026.
  • Consensus Cloud Solutions made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2376 holding.
  • Pinnacle Wealth Planning Services first reported a position in Consensus Cloud Solutions in Q4 2025 and has held it in 3 quarters since.
  • 169 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q2 2026.

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