Pinnacle Wealth Planning Services
PTGX icon

Pinnacle Wealth Planning Services’s Protagonist Therapeutics PTGX Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio PTGX Stock Details PTGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$566K Buy
4,015
+886
+28% +$126K 0.06% 211
2026
Q2 		$384K Sell
3,129
-3
-0.1% -$313 0.04% 288
2026
Q1 		$330K Buy
3,132
+268
+9% +$23.7K 0.03% 309
2025
Q4 		$250K Buy
+2,864
New +$234K 0.03% 391

Other funds holding PTGX

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Johnson & Johnson
Johnson & Johnson New Brunswick, New Jersey $762M AUM 69.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Pinnacle Wealth Planning Services's PTGX Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Protagonist Therapeutics (PTGX) stake by 28% in Q3 2026, buying an estimated $126K and bringing the position to 4,015 shares worth $566K. The position accounts for 0.06% of the portfolio, ranked #211.

Pinnacle Wealth Planning Services first reported a position in PTGX in Q4 2025 and has held it in 4 quarters since. 237 funds tracked by Wall St. Rank hold PTGX as of Q3 2026.

  • Pinnacle Wealth Planning Services held 4,015 shares of Protagonist Therapeutics worth $566K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 886 Protagonist Therapeutics shares in Q3 2026, an estimated $126K.
  • Protagonist Therapeutics made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #211 holding.
  • Pinnacle Wealth Planning Services first reported a position in Protagonist Therapeutics in Q4 2025 and has held it in 4 quarters since.
  • 237 funds tracked by Wall St. Rank held Protagonist Therapeutics as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.