PWPS
PAR icon

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
Q2 		$32.1K Buy
1,844
+1,520
+469% +$21.9K ﹤0.01% 1554
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 $2.15B AUM 33.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its PAR Technology (PAR) stake by 469% in Q2 2026, buying an estimated $21.9K and bringing the position to 1,844 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

Pinnacle Wealth Planning Services first reported a position in PAR in Q4 2020 and has held it in 4 quarters since. The position peaked at $83K in Q4 2020. 208 funds tracked by Wall St. Rank hold PAR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,844 shares of PAR Technology worth $32.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1,520 PAR Technology shares in Q2 2026, an estimated $21.9K.
  • PAR Technology made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1554 holding.
  • Pinnacle Wealth Planning Services first reported a position in PAR Technology in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's PAR Technology position peaked at $83K in Q4 2020.
  • 208 funds tracked by Wall St. Rank held PAR Technology as of Q2 2026.

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