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Pinnacle Wealth Planning Services’s Distribution Solutions Group DSGR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio DSGR Stock Details DSGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.5K Buy
1,088
+215
+25% +$6.01K ﹤0.01% 1511
2025
Q4 		$23.9K Buy
+873
New +$24.6K ﹤0.01% 1635

Other funds holding DSGR

Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $208M AUM 27.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Distribution Solutions Group (DSGR) stake by 25% in Q1 2026, buying an estimated $6.01K and bringing the position to 1,088 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

Pinnacle Wealth Planning Services first reported a position in DSGR in Q4 2025 and has held it in 2 quarters since. 112 funds tracked by Wall St. Rank hold DSGR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,088 shares of Distribution Solutions Group worth $28.5K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 215 Distribution Solutions Group shares in Q1 2026, an estimated $6.01K.
  • Distribution Solutions Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1511 holding.
  • Pinnacle Wealth Planning Services first reported a position in Distribution Solutions Group in Q4 2025 and has held it in 2 quarters since.
  • 112 funds tracked by Wall St. Rank held Distribution Solutions Group as of Q1 2026.

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