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Pinnacle Wealth Planning Services’s Polaris PII Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.8K Hold
202
– – ﹤0.01% 1944
2026
Q1 		$11K Sell
202
-40
-17% -$2.5K ﹤0.01% 1959
2025
Q4 		$15.3K Buy
+242
New +$15.9K ﹤0.01% 1839

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Polaris (PII) position steady in Q2 2026 at 202 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1944.

Pinnacle Wealth Planning Services first reported a position in PII in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.3K in Q4 2025. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Pinnacle Wealth Planning Services held 202 shares of Polaris worth $13.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Polaris share count unchanged in Q2 2026.
  • Polaris made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1944 holding.
  • Pinnacle Wealth Planning Services first reported a position in Polaris in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Polaris position peaked at $15.3K in Q4 2025.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

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