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Pinnacle Wealth Planning Services’s Scansource SCSC Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SCSC Stock Details SCSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.24K Buy
227
+68
+43% +$2.6K ﹤0.01% 2078
2025
Q4 		$6.21K Buy
+159
New +$6.57K ﹤0.01% 2214
2021
Q1 		– Sell
-106
Closed -$3K – 1651
2020
Q4 		$3K Buy
+106
New +$2.54K ﹤0.01% 1853

Other funds holding SCSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 SCSC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Scansource (SCSC) stake by 43% in Q1 2026, buying an estimated $2.6K and bringing the position to 227 shares worth $8.24K. The position accounts for ﹤0.01% of the portfolio, ranked #2078.

Pinnacle Wealth Planning Services first reported a position in SCSC in Q4 2020 and has held it in 3 quarters since. 201 funds tracked by Wall St. Rank hold SCSC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 227 shares of Scansource worth $8.24K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 68 Scansource shares in Q1 2026, an estimated $2.6K.
  • Scansource made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2078 holding.
  • Pinnacle Wealth Planning Services first reported a position in Scansource in Q4 2020 and has held it in 3 quarters since.
  • 201 funds tracked by Wall St. Rank held Scansource as of Q1 2026.

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