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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
Q2 		$16.8K Buy
73
+2
+3% +$459 ﹤0.01% 1853
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 $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Factset (FDS) stake by 2.8% in Q2 2026, buying an estimated $459 and bringing the position to 73 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1853.

Pinnacle Wealth Planning Services first reported a position in FDS in Q4 2020 and has held it in 4 quarters since. The position peaked at $68.8K in Q4 2025. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 73 shares of Factset worth $16.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 2 Factset shares in Q2 2026, an estimated $459.
  • Factset made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1853 holding.
  • Pinnacle Wealth Planning Services first reported a position in Factset in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Factset position peaked at $68.8K in Q4 2025.
  • 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.

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