Pinnacle Wealth Planning Services’s Open Text OTEX Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio OTEX Stock Details OTEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-444	Closed	-$14.5K	–	2827
2025 Q4	$14.5K	Buy	+444	New	+$15.8K	﹤0.01%	1859
2024 Q2	–	Sell	-5,281	Closed	-$205K	–	539
2024 Q1	$205K	Hold	5,281	–	–	0.03%	425
2023 Q4	$222K	Buy	+5,281	New	+$198K	0.03%	365
2023 Q3	–	Sell	-5,341	Closed	-$222K	–	476
2023 Q2	$222K	Hold	5,341	–	–	0.04%	348
2023 Q1	$206K	Buy	+5,341	New	+$185K	0.03%	393
2021 Q1	–	Sell	-623	Closed	-$28K	–	1461
2020 Q4	$28K	Buy	+623	New	+$26.6K	0.01%	1024

Other funds holding OTEX

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

GCC

Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Open Text (OTEX) in Q1 2026, closing a stake of 444 shares — an estimated $14.5K sold.

Pinnacle Wealth Planning Services first reported a position in OTEX in Q4 2020 and held it in 6 quarters. The position peaked at $222K in Q2 2023. 289 funds tracked by Wall St. Rank hold OTEX as of Q1 2026.

Pinnacle Wealth Planning Services reported no remaining Open Text position as of Q1 2026 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 444 Open Text shares in Q1 2026, an estimated $14.5K.
Pinnacle Wealth Planning Services first reported a position in Open Text in Q4 2020 and held it in 6 quarters.
Pinnacle Wealth Planning Services's Open Text position peaked at $222K in Q2 2023.
289 funds tracked by Wall St. Rank held Open Text as of Q1 2026.

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