PWPS
SAIL

Pinnacle Wealth Planning Services’s SailPoint Inc SAIL Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SAIL Stock Details SAIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$307 Hold
21
– – ﹤0.01% 2689
2026
Q1 		$278 Buy
+21
New +$328 ﹤0.01% 2659

Other funds holding SAIL

TB
Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Pinnacle Wealth Planning Services's SAIL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its SailPoint Inc (SAIL) position steady in Q2 2026 at 21 shares worth $307. The position accounts for ﹤0.01% of the portfolio, ranked #2689.

Pinnacle Wealth Planning Services first reported a position in SAIL in Q1 2026 and has held it in 2 quarters since. 239 funds tracked by Wall St. Rank hold SAIL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 21 shares of SailPoint Inc worth $307 as of Q2 2026.
  • Pinnacle Wealth Planning Services left its SailPoint Inc share count unchanged in Q2 2026.
  • SailPoint Inc made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2689 holding.
  • Pinnacle Wealth Planning Services first reported a position in SailPoint Inc in Q1 2026 and has held it in 2 quarters since.
  • 239 funds tracked by Wall St. Rank held SailPoint Inc as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.