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Pinnacle Wealth Planning Services’s DoubleVerify DV Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.18K Sell
755
-3,868
-84% -$39.8K ﹤0.01% 2141
2026
Q1 		$43.9K Sell
4,623
-733
-14% -$7.49K ﹤0.01% 1270
2025
Q4 		$61.3K Buy
+5,356
New +$59.1K 0.01% 1062

Other funds holding DV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $329M AUM 46.85% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its DoubleVerify (DV) stake by 84% in Q2 2026, selling an estimated $39.8K and leaving 755 shares worth $8.18K. The position accounts for ﹤0.01% of the portfolio, ranked #2141.

Pinnacle Wealth Planning Services first reported a position in DV in Q4 2025 and has held it in 3 quarters since. The position peaked at $61.3K in Q4 2025. 318 funds tracked by Wall St. Rank hold DV as of Q2 2026.

  • Pinnacle Wealth Planning Services held 755 shares of DoubleVerify worth $8.18K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 3,868 DoubleVerify shares in Q2 2026, an estimated $39.8K.
  • DoubleVerify made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2141 holding.
  • Pinnacle Wealth Planning Services first reported a position in DoubleVerify in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's DoubleVerify position peaked at $61.3K in Q4 2025.
  • 318 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2026.

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