PWPS
DAY

Pinnacle Wealth Planning Services’s Dayforce DAY Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio DAY Stock Details DAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-784
Closed -$54.2K – 2874
2025
Q4 		$54.2K Buy
+784
New +$54K 0.01% 1142
2024
Q2 		– Sell
-3,129
Closed -$207K – 552
2024
Q1 		$207K Buy
3,129
+145
+5% +$9.9K 0.03% 419
2023
Q4 		$200K Buy
+2,984
New +$204K 0.03% 413

Other funds holding DAY

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

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

Pinnacle Wealth Planning Services sold out of Dayforce (DAY) in Q1 2026, closing a stake of 784 shares — an estimated $54.2K sold.

Pinnacle Wealth Planning Services first reported a position in DAY in Q4 2023 and held it in 3 quarters. The position peaked at $207K in Q1 2024. 1 fund tracked by Wall St. Rank holds DAY as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining Dayforce position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 784 Dayforce shares in Q1 2026, an estimated $54.2K.
  • Pinnacle Wealth Planning Services first reported a position in Dayforce in Q4 2023 and held it in 3 quarters.
  • Pinnacle Wealth Planning Services's Dayforce position peaked at $207K in Q1 2024.
  • 1 fund tracked by Wall St. Rank held Dayforce as of Q1 2026.

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