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Pinnacle Wealth Planning Services’s Rogers Corp ROG Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ROG Stock Details ROG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$81.9K Buy
763
+17
+2% +$1.75K 0.01% 907
2025
Q4 		$68.3K Buy
+746
New +$64.1K 0.01% 1001
2021
Q1 		– Sell
-80
Closed -$12K – 1617
2020
Q4 		$12K Buy
+80
New +$10.6K ﹤0.01% 1337

Other funds holding ROG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Rogers Corp (ROG) stake by 2.3% in Q1 2026, buying an estimated $1.75K and bringing the position to 763 shares worth $81.9K. The position accounts for 0.01% of the portfolio, ranked #907.

Pinnacle Wealth Planning Services first reported a position in ROG in Q4 2020 and has held it in 3 quarters since. 257 funds tracked by Wall St. Rank hold ROG as of Q1 2026.

  • Pinnacle Wealth Planning Services held 763 shares of Rogers Corp worth $81.9K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 17 Rogers Corp shares in Q1 2026, an estimated $1.75K.
  • Rogers Corp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #907 holding.
  • Pinnacle Wealth Planning Services first reported a position in Rogers Corp in Q4 2020 and has held it in 3 quarters since.
  • 257 funds tracked by Wall St. Rank held Rogers Corp as of Q1 2026.

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