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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
Q2 		$13.3K Buy
204
+13
+7% +$780 ﹤0.01% 1957
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 $6.73T AUM 46.02% 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 $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its CTS Corp (CTS) stake by 6.8% in Q2 2026, buying an estimated $780 and bringing the position to 204 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1957.

Pinnacle Wealth Planning Services first reported a position in CTS in Q4 2025 and has held it in 3 quarters since. 277 funds tracked by Wall St. Rank hold CTS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 204 shares of CTS Corp worth $13.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 13 CTS Corp shares in Q2 2026, an estimated $780.
  • CTS Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1957 holding.
  • Pinnacle Wealth Planning Services first reported a position in CTS Corp in Q4 2025 and has held it in 3 quarters since.
  • 277 funds tracked by Wall St. Rank held CTS Corp as of Q2 2026.

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