Pinnacle Wealth Planning Services’s CSG Systems International CSGS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,205	Closed	-$176K	–	2765
2026 Q1	$176K	Sell	2,205 -1	-0%	-$80	0.02%	523
2025 Q4	$169K	Buy	+2,206	New	+$163K	0.02%	530
2021 Q1	–	Sell	-388	Closed	-$18K	–	717
2020 Q4	$18K	Buy	+388	New	+$16.5K	﹤0.01%	1189

Other funds holding CSGS

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Curat Global Springfield, New Hampshire $122M AUM 46.06% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of CSG Systems International (CSGS) in Q2 2026, closing a stake of 2,205 shares — an estimated $176K sold.

Pinnacle Wealth Planning Services first reported a position in CSGS in Q4 2020 and held it in 3 quarters. The position peaked at $176K in Q1 2026. 3 funds tracked by Wall St. Rank hold CSGS as of Q2 2026.

Pinnacle Wealth Planning Services reported no remaining CSG Systems International position as of Q2 2026 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 2,205 CSG Systems International shares in Q2 2026, an estimated $176K.
Pinnacle Wealth Planning Services first reported a position in CSG Systems International in Q4 2020 and held it in 3 quarters.
Pinnacle Wealth Planning Services's CSG Systems International position peaked at $176K in Q1 2026.
3 funds tracked by Wall St. Rank held CSG Systems International as of Q2 2026.

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