PWPS
LOVE icon

Pinnacle Wealth Planning Services’s LoveSac LOVE Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio LOVE Stock Details LOVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$207 Hold
14
– – ﹤0.01% 2684
2025
Q4 		$207 Buy
+14
New +$198 ﹤0.01% 2710
2021
Q1 		– Sell
-1,094
Closed -$47K – 1250
2020
Q4 		$47K Buy
+1,094
New +$36.1K 0.01% 829

Other funds holding LOVE

AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
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
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its LoveSac (LOVE) position steady in Q1 2026 at 14 shares worth $207. The position accounts for ﹤0.01% of the portfolio, ranked #2684.

Pinnacle Wealth Planning Services first reported a position in LOVE in Q4 2020 and has held it in 3 quarters since. The position peaked at $47K in Q4 2020. 109 funds tracked by Wall St. Rank hold LOVE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 14 shares of LoveSac worth $207 as of Q1 2026.
  • Pinnacle Wealth Planning Services left its LoveSac share count unchanged in Q1 2026.
  • LoveSac made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2684 holding.
  • Pinnacle Wealth Planning Services first reported a position in LoveSac in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's LoveSac position peaked at $47K in Q4 2020.
  • 109 funds tracked by Wall St. Rank held LoveSac as of Q1 2026.

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