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Pinnacle Wealth Planning Services’s PAR Technology PAR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio PAR Stock Details PAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.32K Sell
324
-580
-64% -$13.6K ﹤0.01% 2292
2025
Q4 		$32.8K Buy
+904
New +$32.6K ﹤0.01% 1463
2021
Q1 		– Sell
-1,326
Closed -$83K – 1472
2020
Q4 		$83K Buy
+1,326
New +$65.1K 0.02% 557

Other funds holding PAR

VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its PAR Technology (PAR) stake by 64% in Q1 2026, selling an estimated $13.6K and leaving 324 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #2292.

Pinnacle Wealth Planning Services first reported a position in PAR in Q4 2020 and has held it in 3 quarters since. The position peaked at $83K in Q4 2020. 200 funds tracked by Wall St. Rank hold PAR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 324 shares of PAR Technology worth $4.32K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 580 PAR Technology shares in Q1 2026, an estimated $13.6K.
  • PAR Technology made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2292 holding.
  • Pinnacle Wealth Planning Services first reported a position in PAR Technology in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's PAR Technology position peaked at $83K in Q4 2020.
  • 200 funds tracked by Wall St. Rank held PAR Technology as of Q1 2026.

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