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Pinnacle Wealth Planning Services’s Essent Group ESNT Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ESNT Stock Details ESNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.6K Sell
756
-2,319
-75% -$140K ﹤0.01% 1293
2026
Q1 		$180K Buy
3,075
+814
+36% +$49.7K 0.02% 518
2025
Q4 		$147K Buy
+2,261
New +$140K 0.02% 596
2021
Q1 		– Sell
-1,008
Closed -$44K – 860
2020
Q4 		$44K Buy
+1,008
New +$43.6K 0.01% 846

Other funds holding ESNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Essent Group (ESNT) stake by 75% in Q2 2026, selling an estimated $140K and leaving 756 shares worth $48.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

Pinnacle Wealth Planning Services first reported a position in ESNT in Q4 2020 and has held it in 4 quarters since. The position peaked at $180K in Q1 2026. 362 funds tracked by Wall St. Rank hold ESNT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 756 shares of Essent Group worth $48.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 2,319 Essent Group shares in Q2 2026, an estimated $140K.
  • Essent Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1293 holding.
  • Pinnacle Wealth Planning Services first reported a position in Essent Group in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Essent Group position peaked at $180K in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Essent Group as of Q2 2026.

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