PWPS
LIF

Pinnacle Wealth Planning Services’s Life360 LIF Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio LIF Stock Details LIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$101K Buy
1,833
+47
+3% +$2.09K 0.01% 859
2026
Q1 		$72.9K Buy
+1,786
New +$92.4K 0.01% 992

Other funds holding LIF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Life360 (LIF) stake by 2.6% in Q2 2026, buying an estimated $2.09K and bringing the position to 1,833 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #859.

Pinnacle Wealth Planning Services first reported a position in LIF in Q1 2026 and has held it in 2 quarters since. 203 funds tracked by Wall St. Rank hold LIF as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,833 shares of Life360 worth $101K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 47 Life360 shares in Q2 2026, an estimated $2.09K.
  • Life360 made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #859 holding.
  • Pinnacle Wealth Planning Services first reported a position in Life360 in Q1 2026 and has held it in 2 quarters since.
  • 203 funds tracked by Wall St. Rank held Life360 as of Q2 2026.

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