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
Q2 		$20.2K Hold
1,595
– – ﹤0.01% 1778
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 $2.02B AUM 40.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PCM
Potomac Capital Management New York $147M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NIP
Norwood Investment Partners Mill Valley, California $72.4M AUM 1.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Viant Technology (DSP) position steady in Q2 2026 at 1,595 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

Pinnacle Wealth Planning Services first reported a position in DSP in Q4 2025 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold DSP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,595 shares of Viant Technology worth $20.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Viant Technology share count unchanged in Q2 2026.
  • Viant Technology made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1778 holding.
  • Pinnacle Wealth Planning Services first reported a position in Viant Technology in Q4 2025 and has held it in 3 quarters since.
  • 121 funds tracked by Wall St. Rank held Viant Technology as of Q2 2026.

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