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
Q2 		$45.4K Buy
808
+389
+93% +$24.5K ﹤0.01% 1336
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Centerspace (CSR) stake by 93% in Q2 2026, buying an estimated $24.5K and bringing the position to 808 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

Pinnacle Wealth Planning Services first reported a position in CSR in Q4 2025 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold CSR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 808 shares of Centerspace worth $45.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 389 Centerspace shares in Q2 2026, an estimated $24.5K.
  • Centerspace made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1336 holding.
  • Pinnacle Wealth Planning Services first reported a position in Centerspace in Q4 2025 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held Centerspace as of Q2 2026.

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