PWPS
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Pinnacle Wealth Planning Services’s PDF Solutions PDFS Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$121K Buy
1,704
+17
+1% +$843 0.01% 765
2026
Q1 		$55.2K Buy
1,687
+33
+2% +$1.08K 0.01% 1146
2025
Q4 		$47.2K Buy
+1,654
New +$45.8K ﹤0.01% 1231
2021
Q1 		– Sell
-246
Closed -$5K – 1491
2020
Q4 		$5K Buy
+246
New +$5.16K ﹤0.01% 1673

Other funds holding PDFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

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

Pinnacle Wealth Planning Services increased its PDF Solutions (PDFS) stake by 1% in Q2 2026, buying an estimated $843 and bringing the position to 1,704 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #765.

Pinnacle Wealth Planning Services first reported a position in PDFS in Q4 2020 and has held it in 4 quarters since. 284 funds tracked by Wall St. Rank hold PDFS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,704 shares of PDF Solutions worth $121K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 17 PDF Solutions shares in Q2 2026, an estimated $843.
  • PDF Solutions made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #765 holding.
  • Pinnacle Wealth Planning Services first reported a position in PDF Solutions in Q4 2020 and has held it in 4 quarters since.
  • 284 funds tracked by Wall St. Rank held PDF Solutions as of Q2 2026.

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