PWPS
DJCO icon

Pinnacle Wealth Planning Services’s Daily Journal DJCO Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio DJCO Stock Details DJCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.2K Buy
17
+13
+325% +$7.11K ﹤0.01% 2080
2025
Q4 		$1.95K Buy
+4
New +$1.78K ﹤0.01% 2488

Other funds holding DJCO

RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Daily Journal (DJCO) stake by 325% in Q1 2026, buying an estimated $7.11K and bringing the position to 17 shares worth $8.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

Pinnacle Wealth Planning Services first reported a position in DJCO in Q4 2025 and has held it in 2 quarters since. 135 funds tracked by Wall St. Rank hold DJCO as of Q1 2026.

  • Pinnacle Wealth Planning Services held 17 shares of Daily Journal worth $8.2K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 13 Daily Journal shares in Q1 2026, an estimated $7.11K.
  • Daily Journal made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2080 holding.
  • Pinnacle Wealth Planning Services first reported a position in Daily Journal in Q4 2025 and has held it in 2 quarters since.
  • 135 funds tracked by Wall St. Rank held Daily Journal as of Q1 2026.

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