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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
Q2 		$12K Buy
230
+3
+1% +$131 ﹤0.01% 1995
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Scansource (SCSC) stake by 1.3% in Q2 2026, buying an estimated $131 and bringing the position to 230 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1995.

Pinnacle Wealth Planning Services first reported a position in SCSC in Q4 2020 and has held it in 4 quarters since. 214 funds tracked by Wall St. Rank hold SCSC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 230 shares of Scansource worth $12K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 3 Scansource shares in Q2 2026, an estimated $131.
  • Scansource made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1995 holding.
  • Pinnacle Wealth Planning Services first reported a position in Scansource in Q4 2020 and has held it in 4 quarters since.
  • 214 funds tracked by Wall St. Rank held Scansource as of Q2 2026.

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