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Pinnacle Wealth Planning Services’s Midland States Bancorp MSBI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio MSBI Stock Details MSBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$52.5K Hold
1,687
– – 0.01% 1244
2026
Q1 		$37.6K Hold
1,687
– – ﹤0.01% 1356
2025
Q4 		$35.7K Buy
+1,687
New +$29.8K ﹤0.01% 1416
2021
Q1 		– Sell
-2,807
Closed -$50K – 1334
2020
Q4 		$50K Buy
+2,807
New +$45.8K 0.01% 799

Other funds holding MSBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BB
Busey Bank Urbana, Illinois $4.12B AUM 32.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Midland States Bancorp (MSBI) position steady in Q2 2026 at 1,687 shares worth $52.5K. The position accounts for 0.01% of the portfolio, ranked #1244.

Pinnacle Wealth Planning Services first reported a position in MSBI in Q4 2020 and has held it in 4 quarters since. 154 funds tracked by Wall St. Rank hold MSBI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,687 shares of Midland States Bancorp worth $52.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Midland States Bancorp share count unchanged in Q2 2026.
  • Midland States Bancorp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1244 holding.
  • Pinnacle Wealth Planning Services first reported a position in Midland States Bancorp in Q4 2020 and has held it in 4 quarters since.
  • 154 funds tracked by Wall St. Rank held Midland States Bancorp as of Q2 2026.

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