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 Q3	$3K	Hold	86	–	–	﹤0.01%	2399
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

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Pinnacle Wealth Planning Services's CCSI Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Consensus Cloud Solutions (CCSI) position steady in Q3 2026 at 86 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2399.

Pinnacle Wealth Planning Services first reported a position in CCSI in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.28K in Q2 2026. 34 funds tracked by Wall St. Rank hold CCSI as of Q3 2026.

Pinnacle Wealth Planning Services held 86 shares of Consensus Cloud Solutions worth $3K as of Q3 2026.
Pinnacle Wealth Planning Services left its Consensus Cloud Solutions share count unchanged in Q3 2026.
Consensus Cloud Solutions made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2399 holding.
Pinnacle Wealth Planning Services first reported a position in Consensus Cloud Solutions in Q4 2025 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's Consensus Cloud Solutions position peaked at $3.28K in Q2 2026.
34 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.