PWPS
DSP icon

Pinnacle Wealth Planning Services’s Viant Technology DSP Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio DSP Stock Details DSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.9K Hold
1,595
– – ﹤0.01% 1751
2025
Q4 		$19.2K Buy
+1,595
New +$15.9K ﹤0.01% 1737

Other funds holding DSP

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCM
Potomac Capital Management New York $115M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Viant Technology (DSP) position steady in Q1 2026 at 1,595 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1751.

Pinnacle Wealth Planning Services first reported a position in DSP in Q4 2025 and has held it in 2 quarters since. The position peaked at $19.2K in Q4 2025. 121 funds tracked by Wall St. Rank hold DSP as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,595 shares of Viant Technology worth $17.9K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Viant Technology share count unchanged in Q1 2026.
  • Viant Technology made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1751 holding.
  • Pinnacle Wealth Planning Services first reported a position in Viant Technology in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Viant Technology position peaked at $19.2K in Q4 2025.
  • 121 funds tracked by Wall St. Rank held Viant Technology as of Q1 2026.

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