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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
Q2 		$303K Sell
1,894
-148
-7% -$19.6K 0.03% 369
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its FormFactor (FORM) stake by 7.2% in Q2 2026, selling an estimated $19.6K and leaving 1,894 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #369.

Pinnacle Wealth Planning Services first reported a position in FORM in Q4 2020 and has held it in 4 quarters since. 510 funds tracked by Wall St. Rank hold FORM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,894 shares of FormFactor worth $303K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 148 FormFactor shares in Q2 2026, an estimated $19.6K.
  • FormFactor made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #369 holding.
  • Pinnacle Wealth Planning Services first reported a position in FormFactor in Q4 2020 and has held it in 4 quarters since.
  • 510 funds tracked by Wall St. Rank held FormFactor as of Q2 2026.

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