Pinnacle Wealth Planning Services
SEPN icon

Pinnacle Wealth Planning Services’s Septerna Inc SEPN Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SEPN Stock Details SEPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.6K Hold
322
– – ﹤0.01% 1987
2026
Q2 		$10.8K Hold
322
– – ﹤0.01% 2036
2026
Q1 		$7.74K Hold
322
– – ﹤0.01% 2107
2025
Q4 		$8.98K Buy
+322
New +$7.69K ﹤0.01% 2053

Other funds holding SEPN

Dimensional Fund Advisors
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Hussman Strategic Advisors
Hussman Strategic Advisors Ellicott City, Maryland $469M AUM 10.16% 1-Year Est. Return
Profund Advisors
Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
China Universal Asset Management Company
China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Chung Wu Investment Group
Chung Wu Investment Group Sugar Land, Texas $137M AUM 62.84% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Septerna Inc (SEPN) position steady in Q3 2026 at 322 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1987.

Pinnacle Wealth Planning Services first reported a position in SEPN in Q4 2025 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold SEPN as of Q3 2026.

  • Pinnacle Wealth Planning Services held 322 shares of Septerna Inc worth $12.6K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Septerna Inc share count unchanged in Q3 2026.
  • Septerna Inc made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1987 holding.
  • Pinnacle Wealth Planning Services first reported a position in Septerna Inc in Q4 2025 and has held it in 4 quarters since.
  • 30 funds tracked by Wall St. Rank held Septerna Inc as of Q3 2026.

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