PWPS
CTS icon

Pinnacle Wealth Planning Services’s CTS Corp CTS Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CTS Stock Details CTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.12K Buy
191
+16
+9% +$803 ﹤0.01% 2040
2025
Q4 		$7.5K Buy
+175
New +$7.34K ﹤0.01% 2131

Other funds holding CTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its CTS Corp (CTS) stake by 9.1% in Q1 2026, buying an estimated $803 and bringing the position to 191 shares worth $9.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2040.

Pinnacle Wealth Planning Services first reported a position in CTS in Q4 2025 and has held it in 2 quarters since. 243 funds tracked by Wall St. Rank hold CTS as of Q1 2026.

  • Pinnacle Wealth Planning Services held 191 shares of CTS Corp worth $9.12K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 16 CTS Corp shares in Q1 2026, an estimated $803.
  • CTS Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2040 holding.
  • Pinnacle Wealth Planning Services first reported a position in CTS Corp in Q4 2025 and has held it in 2 quarters since.
  • 243 funds tracked by Wall St. Rank held CTS Corp as of Q1 2026.

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