Pinnacle Wealth Planning Services
DSGR icon

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
Q3 		$38K Hold
1,088
– – ﹤0.01% 1453
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

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Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Anchyra Partners
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Pinnacle Wealth Planning Services's DSGR Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Distribution Solutions Group (DSGR) position steady in Q3 2026 at 1,088 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Pinnacle Wealth Planning Services first reported a position in DSGR in Q4 2025 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold DSGR as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,088 shares of Distribution Solutions Group worth $38K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Distribution Solutions Group share count unchanged in Q3 2026.
  • Distribution Solutions Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1453 holding.
  • Pinnacle Wealth Planning Services first reported a position in Distribution Solutions Group in Q4 2025 and has held it in 4 quarters since.
  • 25 funds tracked by Wall St. Rank held Distribution Solutions Group as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.