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
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 $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its ePlus (PLUS) stake by 1.7% in Q1 2026, buying an estimated $1.31K and bringing the position to 961 shares worth $72.3K. The position accounts for 0.01% of the portfolio, ranked #997.

Pinnacle Wealth Planning Services first reported a position in PLUS in Q4 2020 and has held it in 3 quarters since. The position peaked at $82.9K in Q4 2025. 281 funds tracked by Wall St. Rank hold PLUS as of Q1 2026.

  • Pinnacle Wealth Planning Services held 961 shares of ePlus worth $72.3K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 16 ePlus shares in Q1 2026, an estimated $1.31K.
  • ePlus made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #997 holding.
  • Pinnacle Wealth Planning Services first reported a position in ePlus in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's ePlus position peaked at $82.9K in Q4 2025.
  • 281 funds tracked by Wall St. Rank held ePlus as of Q1 2026.

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