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Pinnacle Wealth Planning Services’s Futu Holdings FUTU Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio FUTU Stock Details FUTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$55.9K Buy
596
+115
+24% +$14.7K 0.01% 1190
2026
Q1 		$65.8K Sell
481
-56
-10% -$8.71K 0.01% 1040
2025
Q4 		$88.2K Buy
+537
New +$92.2K 0.01% 850

Other funds holding FUTU

AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
FBIL
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Futu Holdings (FUTU) stake by 24% in Q2 2026, buying an estimated $14.7K and bringing the position to 596 shares worth $55.9K. The position accounts for 0.01% of the portfolio, ranked #1190.

Pinnacle Wealth Planning Services first reported a position in FUTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $88.2K in Q4 2025. 321 funds tracked by Wall St. Rank hold FUTU as of Q2 2026.

  • Pinnacle Wealth Planning Services held 596 shares of Futu Holdings worth $55.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 115 Futu Holdings shares in Q2 2026, an estimated $14.7K.
  • Futu Holdings made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1190 holding.
  • Pinnacle Wealth Planning Services first reported a position in Futu Holdings in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Futu Holdings position peaked at $88.2K in Q4 2025.
  • 321 funds tracked by Wall St. Rank held Futu Holdings as of Q2 2026.

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