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Pinnacle Wealth Planning Services’s Factset FDS Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.4K Sell
71
-166
-70% -$38.7K ﹤0.01% 1818
2025
Q4 		$68.8K Buy
+237
New +$66.5K 0.01% 998
2021
Q1 		– Sell
-19
Closed -$6K – 903
2020
Q4 		$6K Buy
+19
New +$6.28K ﹤0.01% 1583

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Factset (FDS) stake by 70% in Q1 2026, selling an estimated $38.7K and leaving 71 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1818.

Pinnacle Wealth Planning Services first reported a position in FDS in Q4 2020 and has held it in 3 quarters since. The position peaked at $68.8K in Q4 2025. 718 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • Pinnacle Wealth Planning Services held 71 shares of Factset worth $15.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 166 Factset shares in Q1 2026, an estimated $38.7K.
  • Factset made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1818 holding.
  • Pinnacle Wealth Planning Services first reported a position in Factset in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Factset position peaked at $68.8K in Q4 2025.
  • 718 funds tracked by Wall St. Rank held Factset as of Q1 2026.

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