PWPS
NSP icon

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
Q2 		$109K Buy
2,650
+2,004
+310% +$65.7K 0.01% 818
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 $6.73T AUM 46.02% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Insperity (NSP) stake by 310% in Q2 2026, buying an estimated $65.7K and bringing the position to 2,650 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #818.

Pinnacle Wealth Planning Services first reported a position in NSP in Q4 2025 and has held it in 3 quarters since. 277 funds tracked by Wall St. Rank hold NSP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,650 shares of Insperity worth $109K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 2,004 Insperity shares in Q2 2026, an estimated $65.7K.
  • Insperity made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #818 holding.
  • Pinnacle Wealth Planning Services first reported a position in Insperity in Q4 2025 and has held it in 3 quarters since.
  • 277 funds tracked by Wall St. Rank held Insperity as of Q2 2026.

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