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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
Q2 		$29.8K Hold
1,088
– – ﹤0.01% 1594
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 $24.4B AUM 22.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 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 DSGR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Distribution Solutions Group (DSGR) position steady in Q2 2026 at 1,088 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Pinnacle Wealth Planning Services first reported a position in DSGR in Q4 2025 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold DSGR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,088 shares of Distribution Solutions Group worth $29.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Distribution Solutions Group share count unchanged in Q2 2026.
  • Distribution Solutions Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1594 holding.
  • Pinnacle Wealth Planning Services first reported a position in Distribution Solutions Group in Q4 2025 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held Distribution Solutions Group as of Q2 2026.

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