PWPS
SEPN

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
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

RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
TGV
TRV GP V Boston, Massachusetts $498M AUM 267.53% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
TGV
TRV GP VI Boston, Massachusetts $232M AUM 247.08% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

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

Pinnacle Wealth Planning Services held its Septerna Inc (SEPN) position steady in Q2 2026 at 322 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2036.

Pinnacle Wealth Planning Services first reported a position in SEPN in Q4 2025 and has held it in 3 quarters since. 154 funds tracked by Wall St. Rank hold SEPN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 322 shares of Septerna Inc worth $10.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Septerna Inc share count unchanged in Q2 2026.
  • Septerna Inc made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2036 holding.
  • Pinnacle Wealth Planning Services first reported a position in Septerna Inc in Q4 2025 and has held it in 3 quarters since.
  • 154 funds tracked by Wall St. Rank held Septerna Inc as of Q2 2026.

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