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Pinnacle Wealth Planning Services’s Financial Institutions FISI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$78.8K Hold
2,021
– – 0.01% 1001
2026
Q1 		$64.1K Sell
2,021
-63
-3% -$2.03K 0.01% 1053
2025
Q4 		$65K Buy
+2,084
New +$61.4K 0.01% 1026
2021
Q1 		– Sell
-1,951
Closed -$44K – 919
2020
Q4 		$44K Buy
+1,951
New +$37.8K 0.01% 847

Other funds holding FISI

PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Financial Institutions (FISI) position steady in Q2 2026 at 2,021 shares worth $78.8K. The position accounts for 0.01% of the portfolio, ranked #1001.

Pinnacle Wealth Planning Services first reported a position in FISI in Q4 2020 and has held it in 4 quarters since. 160 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,021 shares of Financial Institutions worth $78.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Financial Institutions share count unchanged in Q2 2026.
  • Financial Institutions made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1001 holding.
  • Pinnacle Wealth Planning Services first reported a position in Financial Institutions in Q4 2020 and has held it in 4 quarters since.
  • 160 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

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