PWPS
FVR

Pinnacle Wealth Planning Services’s FrontView REIT FVR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio FVR Stock Details FVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$138K Hold
6,823
– – 0.01% 704
2026
Q1 		$106K Hold
6,823
– – 0.01% 770
2025
Q4 		$101K Buy
+6,823
New +$98K 0.01% 788

Other funds holding FVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its FrontView REIT (FVR) position steady in Q2 2026 at 6,823 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #704.

Pinnacle Wealth Planning Services first reported a position in FVR in Q4 2025 and has held it in 3 quarters since. 125 funds tracked by Wall St. Rank hold FVR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 6,823 shares of FrontView REIT worth $138K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its FrontView REIT share count unchanged in Q2 2026.
  • FrontView REIT made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #704 holding.
  • Pinnacle Wealth Planning Services first reported a position in FrontView REIT in Q4 2025 and has held it in 3 quarters since.
  • 125 funds tracked by Wall St. Rank held FrontView REIT as of Q2 2026.

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