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
Q1 		$106K Hold
6,823
– – 0.01% 770
2025
Q4 		$101K Buy
+6,823
New +$98K 0.01% 788

Other funds holding FVR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its FrontView REIT (FVR) position steady in Q1 2026 at 6,823 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #770.

Pinnacle Wealth Planning Services first reported a position in FVR in Q4 2025 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold FVR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 6,823 shares of FrontView REIT worth $106K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its FrontView REIT share count unchanged in Q1 2026.
  • FrontView REIT made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #770 holding.
  • Pinnacle Wealth Planning Services first reported a position in FrontView REIT in Q4 2025 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held FrontView REIT as of Q1 2026.

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