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Pinnacle Wealth Planning Services’s Fox Factory Holding Corp FOXF Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio FOXF Stock Details FOXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17K Buy
1,004
+132
+15% +$2.3K ﹤0.01% 1848
2026
Q1 		$14.4K Buy
872
+750
+615% +$13.6K ﹤0.01% 1855
2025
Q4 		$2.09K Buy
+122
New +$2.33K ﹤0.01% 2472
2021
Q1 		– Sell
-53
Closed -$6K – 940
2020
Q4 		$6K Buy
+53
New +$4.82K ﹤0.01% 1585

Other funds holding FOXF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ECM
Estuary Capital Management Wayzata, Minnesota $589M AUM 9.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Fox Factory Holding Corp (FOXF) stake by 15% in Q2 2026, buying an estimated $2.3K and bringing the position to 1,004 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1848.

Pinnacle Wealth Planning Services first reported a position in FOXF in Q4 2020 and has held it in 4 quarters since. 208 funds tracked by Wall St. Rank hold FOXF as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,004 shares of Fox Factory Holding Corp worth $17K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 132 Fox Factory Holding Corp shares in Q2 2026, an estimated $2.3K.
  • Fox Factory Holding Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1848 holding.
  • Pinnacle Wealth Planning Services first reported a position in Fox Factory Holding Corp in Q4 2020 and has held it in 4 quarters since.
  • 208 funds tracked by Wall St. Rank held Fox Factory Holding Corp as of Q2 2026.

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