PWPS
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Pinnacle Wealth Planning Services’s ePlus PLUS Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$81.8K Buy
983
+22
+2% +$1.83K 0.01% 980
2026
Q1 		$72.3K Buy
961
+16
+2% +$1.31K 0.01% 997
2025
Q4 		$82.9K Buy
+945
New +$78K 0.01% 882
2021
Q1 		– Sell
-384
Closed -$17K – 1522
2020
Q4 		$17K Buy
+384
New +$15.4K ﹤0.01% 1219

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its ePlus (PLUS) stake by 2.3% in Q2 2026, buying an estimated $1.83K and bringing the position to 983 shares worth $81.8K. The position accounts for 0.01% of the portfolio, ranked #980.

Pinnacle Wealth Planning Services first reported a position in PLUS in Q4 2020 and has held it in 4 quarters since. The position peaked at $82.9K in Q4 2025. 290 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 983 shares of ePlus worth $81.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 22 ePlus shares in Q2 2026, an estimated $1.83K.
  • ePlus made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #980 holding.
  • Pinnacle Wealth Planning Services first reported a position in ePlus in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's ePlus position peaked at $82.9K in Q4 2025.
  • 290 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

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