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
Q1 		$278 Buy
+21
New +$328 ﹤0.01% 2659

Other funds holding SAIL

TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KC
Keenan Capital Burlingame, California $474M AUM 2.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $120M AUM 72.64% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Pinnacle Wealth Planning Services opened a new position in SailPoint Inc (SAIL) in Q1 2026: 21 shares worth $278. The stake represents ﹤0.01% of the portfolio and ranks #2659 among its holdings.

217 funds tracked by Wall St. Rank hold SAIL as of Q1 2026.

  • Pinnacle Wealth Planning Services held 21 shares of SailPoint Inc worth $278 as of Q1 2026.
  • SailPoint Inc was a new Pinnacle Wealth Planning Services position in Q1 2026.
  • SailPoint Inc made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2659 holding.
  • 217 funds tracked by Wall St. Rank held SailPoint Inc as of Q1 2026.

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