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Pinnacle Wealth Planning Services’s dLocal DLO Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio DLO Stock Details DLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.3K Buy
3,027
+102
+3% +$1.29K ﹤0.01% 1441
2026
Q1 		$37.9K Buy
2,925
+603
+26% +$7.86K ﹤0.01% 1352
2025
Q4 		$32.8K Buy
+2,322
New +$32.8K ﹤0.01% 1462

Other funds holding DLO

GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
Cria Inc New York $124M AUM
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $832M AUM 5.47% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its dLocal (DLO) stake by 3.5% in Q2 2026, buying an estimated $1.29K and bringing the position to 3,027 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

Pinnacle Wealth Planning Services first reported a position in DLO in Q4 2025 and has held it in 3 quarters since. 163 funds tracked by Wall St. Rank hold DLO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,027 shares of dLocal worth $39.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 102 dLocal shares in Q2 2026, an estimated $1.29K.
  • dLocal made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1441 holding.
  • Pinnacle Wealth Planning Services first reported a position in dLocal in Q4 2025 and has held it in 3 quarters since.
  • 163 funds tracked by Wall St. Rank held dLocal as of Q2 2026.

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