PWPS
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Pinnacle Wealth Planning Services’s Insperity NSP Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio NSP Stock Details NSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.5K Buy
646
+536
+487% +$17.2K ﹤0.01% 1764
2025
Q4 		$4.26K Buy
+110
New +$4.39K ﹤0.01% 2326

Other funds holding NSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Insperity (NSP) stake by 487% in Q1 2026, buying an estimated $17.2K and bringing the position to 646 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

Pinnacle Wealth Planning Services first reported a position in NSP in Q4 2025 and has held it in 2 quarters since. 254 funds tracked by Wall St. Rank hold NSP as of Q1 2026.

  • Pinnacle Wealth Planning Services held 646 shares of Insperity worth $17.5K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 536 Insperity shares in Q1 2026, an estimated $17.2K.
  • Insperity made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1764 holding.
  • Pinnacle Wealth Planning Services first reported a position in Insperity in Q4 2025 and has held it in 2 quarters since.
  • 254 funds tracked by Wall St. Rank held Insperity as of Q1 2026.

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