Pinnacle Wealth Planning Services
ROKU icon

Pinnacle Wealth Planning Services’s Roku ROKU Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ROKU Stock Details ROKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$59.8K Sell
393
-9
-2% -$1.35K 0.01% 1151
2026
Q2 		$55.5K Sell
402
-8
-2% -$976 0.01% 1197
2026
Q1 		$38.8K Buy
410
+13
+3% +$1.27K ﹤0.01% 1338
2025
Q4 		$43.1K Buy
+397
New +$40.3K ﹤0.01% 1302
2021
Q1 		– Sell
-16
Closed -$5K – 1619
2020
Q4 		$5K Buy
+16
New +$4.2K ﹤0.01% 1677

Other funds holding ROKU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Empirical Capital Management
Empirical Capital Management Hendersonville, Tennessee $336M AUM 22.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Syquant Capital SAS
Syquant Capital SAS Paris, France $453M AUM 6.35% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Roku (ROKU) stake by 2.2% in Q3 2026, selling an estimated $1.35K and leaving 393 shares worth $59.8K. The position accounts for 0.01% of the portfolio, ranked #1151.

Pinnacle Wealth Planning Services first reported a position in ROKU in Q4 2020 and has held it in 5 quarters since. 342 funds tracked by Wall St. Rank hold ROKU as of Q3 2026.

  • Pinnacle Wealth Planning Services held 393 shares of Roku worth $59.8K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 9 Roku shares in Q3 2026, an estimated $1.35K.
  • Roku made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1151 holding.
  • Pinnacle Wealth Planning Services first reported a position in Roku in Q4 2020 and has held it in 5 quarters since.
  • 342 funds tracked by Wall St. Rank held Roku as of Q3 2026.

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