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
Q2 		$10.2K Hold
17
– – ﹤0.01% 2056
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 $1.35B AUM 9.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 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
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 DJCO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Daily Journal (DJCO) position steady in Q2 2026 at 17 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2056.

Pinnacle Wealth Planning Services first reported a position in DJCO in Q4 2025 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold DJCO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 17 shares of Daily Journal worth $10.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Daily Journal share count unchanged in Q2 2026.
  • Daily Journal made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2056 holding.
  • Pinnacle Wealth Planning Services first reported a position in Daily Journal in Q4 2025 and has held it in 3 quarters since.
  • 132 funds tracked by Wall St. Rank held Daily Journal as of Q2 2026.

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