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Pinnacle Wealth Planning Services’s FormFactor FORM Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio FORM Stock Details FORM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$198K Buy
2,042
+88
+5% +$7.57K 0.02% 482
2025
Q4 		$109K Buy
+1,954
New +$98.5K 0.01% 734
2021
Q1 		– Sell
-1,820
Closed -$78K – 937
2020
Q4 		$78K Buy
+1,820
New +$65.7K 0.02% 577

Other funds holding FORM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its FormFactor (FORM) stake by 4.5% in Q1 2026, buying an estimated $7.57K and bringing the position to 2,042 shares worth $198K. The position accounts for 0.02% of the portfolio, ranked #482.

Pinnacle Wealth Planning Services first reported a position in FORM in Q4 2020 and has held it in 3 quarters since. 393 funds tracked by Wall St. Rank hold FORM as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,042 shares of FormFactor worth $198K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 88 FormFactor shares in Q1 2026, an estimated $7.57K.
  • FormFactor made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #482 holding.
  • Pinnacle Wealth Planning Services first reported a position in FormFactor in Q4 2020 and has held it in 3 quarters since.
  • 393 funds tracked by Wall St. Rank held FormFactor as of Q1 2026.

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