PWPS
NPB

Pinnacle Wealth Planning Services’s Northpointe Bancshares NPB Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio NPB Stock Details NPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.03K Hold
523
– – ﹤0.01% 2046
2025
Q4 		$8.78K Buy
+523
New +$8.85K ﹤0.01% 2059

Other funds holding NPB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Northpointe Bancshares (NPB) position steady in Q1 2026 at 523 shares worth $9.03K. The position accounts for ﹤0.01% of the portfolio, ranked #2046.

Pinnacle Wealth Planning Services first reported a position in NPB in Q4 2025 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold NPB as of Q1 2026.

  • Pinnacle Wealth Planning Services held 523 shares of Northpointe Bancshares worth $9.03K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Northpointe Bancshares share count unchanged in Q1 2026.
  • Northpointe Bancshares made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2046 holding.
  • Pinnacle Wealth Planning Services first reported a position in Northpointe Bancshares in Q4 2025 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held Northpointe Bancshares as of Q1 2026.

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