PWPS
NL icon

Pinnacle Wealth Planning Services’s NLI Holdings NL Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio NL Stock Details NL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-284
Closed -$1.55K – 2823
2025
Q4 		$1.55K Buy
+284
New +$1.62K ﹤0.01% 2528

Other funds holding NL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of NLI Holdings (NL) in Q1 2026, closing a stake of 284 shares — an estimated $1.55K sold.

Pinnacle Wealth Planning Services first reported a position in NL in Q4 2025 and held it in 1 quarter. The position peaked at $1.55K in Q4 2025. 75 funds tracked by Wall St. Rank hold NL as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining NLI Holdings position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 284 NLI Holdings shares in Q1 2026, an estimated $1.55K.
  • Pinnacle Wealth Planning Services first reported a position in NLI Holdings in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's NLI Holdings position peaked at $1.55K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held NLI Holdings as of Q1 2026.

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