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Pinnacle Wealth Planning Services’s Construction Partners ROAD Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ROAD Stock Details ROAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.11K Hold
73
– – ﹤0.01% 2088
2025
Q4 		$7.92K Buy
+73
New +$8.22K ﹤0.01% 2103

Other funds holding ROAD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Construction Partners (ROAD) position steady in Q1 2026 at 73 shares worth $8.11K. The position accounts for ﹤0.01% of the portfolio, ranked #2088.

Pinnacle Wealth Planning Services first reported a position in ROAD in Q4 2025 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold ROAD as of Q1 2026.

  • Pinnacle Wealth Planning Services held 73 shares of Construction Partners worth $8.11K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Construction Partners share count unchanged in Q1 2026.
  • Construction Partners made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2088 holding.
  • Pinnacle Wealth Planning Services first reported a position in Construction Partners in Q4 2025 and has held it in 2 quarters since.
  • 343 funds tracked by Wall St. Rank held Construction Partners as of Q1 2026.

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