PWPS
FFIC

Pinnacle Wealth Planning Services’s Flushing Financial FFIC Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio FFIC Stock Details FFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.37K Hold
89
– – ﹤0.01% 2508
2025
Q4 		$1.35K Buy
+89
New +$1.35K ﹤0.01% 2549
2021
Q1 		– Sell
-67
Closed -$1K – 908
2020
Q4 		$1K Buy
+67
New +$927 ﹤0.01% 2112

Other funds holding FFIC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Flushing Financial (FFIC) position steady in Q1 2026 at 89 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #2508.

Pinnacle Wealth Planning Services first reported a position in FFIC in Q4 2020 and has held it in 3 quarters since. 155 funds tracked by Wall St. Rank hold FFIC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 89 shares of Flushing Financial worth $1.37K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Flushing Financial share count unchanged in Q1 2026.
  • Flushing Financial made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2508 holding.
  • Pinnacle Wealth Planning Services first reported a position in Flushing Financial in Q4 2020 and has held it in 3 quarters since.
  • 155 funds tracked by Wall St. Rank held Flushing Financial as of Q1 2026.

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