Pinnacle Wealth Planning Services
ETSY icon

Pinnacle Wealth Planning Services’s Etsy ETSY Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ETSY Stock Details ETSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$229K Buy
3,209
+18
+0.6% +$1.42K 0.02% 456
2026
Q2 		$240K Buy
3,191
+152
+5% +$9.8K 0.02% 457
2026
Q1 		$152K Buy
3,039
+1,846
+155% +$101K 0.02% 582
2025
Q4 		$66.1K Buy
+1,193
New +$72.8K 0.01% 1017
2021
Q1 		– Sell
-370
Closed -$66K – 868
2020
Q4 		$66K Buy
+370
New +$55.6K 0.02% 662

Other funds holding ETSY

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Etsy (ETSY) stake by 0.56% in Q3 2026, buying an estimated $1.42K and bringing the position to 3,209 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #456.

Pinnacle Wealth Planning Services first reported a position in ETSY in Q4 2020 and has held it in 5 quarters since. The position peaked at $240K in Q2 2026. 248 funds tracked by Wall St. Rank hold ETSY as of Q3 2026.

  • Pinnacle Wealth Planning Services held 3,209 shares of Etsy worth $229K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 18 Etsy shares in Q3 2026, an estimated $1.42K.
  • Etsy made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #456 holding.
  • Pinnacle Wealth Planning Services first reported a position in Etsy in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Etsy position peaked at $240K in Q2 2026.
  • 248 funds tracked by Wall St. Rank held Etsy as of Q3 2026.

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