PWPS
CSR

Pinnacle Wealth Planning Services’s Centerspace CSR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CSR Stock Details CSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.1K Buy
419
+21
+5% +$1.32K ﹤0.01% 1602
2025
Q4 		$26.6K Buy
+398
New +$25K ﹤0.01% 1577

Other funds holding CSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pinnacle Wealth Planning Services's CSR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Centerspace (CSR) stake by 5.3% in Q1 2026, buying an estimated $1.32K and bringing the position to 419 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

Pinnacle Wealth Planning Services first reported a position in CSR in Q4 2025 and has held it in 2 quarters since. The position peaked at $26.6K in Q4 2025. 226 funds tracked by Wall St. Rank hold CSR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 419 shares of Centerspace worth $24.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 21 Centerspace shares in Q1 2026, an estimated $1.32K.
  • Centerspace made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1602 holding.
  • Pinnacle Wealth Planning Services first reported a position in Centerspace in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Centerspace position peaked at $26.6K in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Centerspace as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.