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
Q2 		$10K Hold
523
– – ﹤0.01% 2063
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 $580B AUM 38.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Northpointe Bancshares (NPB) position steady in Q2 2026 at 523 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #2063.

Pinnacle Wealth Planning Services first reported a position in NPB in Q4 2025 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold NPB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 523 shares of Northpointe Bancshares worth $10K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Northpointe Bancshares share count unchanged in Q2 2026.
  • Northpointe Bancshares made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2063 holding.
  • Pinnacle Wealth Planning Services first reported a position in Northpointe Bancshares in Q4 2025 and has held it in 3 quarters since.
  • 121 funds tracked by Wall St. Rank held Northpointe Bancshares as of Q2 2026.

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