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
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 $9.44B AUM 157.3% 1-Year Est. Return
TGV
TRV GP V Boston, Massachusetts $401M AUM 284.76% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
TGV
TRV GP VI Boston, Massachusetts $136M AUM 328.39% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Septerna Inc (SEPN) position steady in Q1 2026 at 322 shares worth $7.74K. The position accounts for ﹤0.01% of the portfolio, ranked #2107.

Pinnacle Wealth Planning Services first reported a position in SEPN in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.98K in Q4 2025. 124 funds tracked by Wall St. Rank hold SEPN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 322 shares of Septerna Inc worth $7.74K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Septerna Inc share count unchanged in Q1 2026.
  • Septerna Inc made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2107 holding.
  • Pinnacle Wealth Planning Services first reported a position in Septerna Inc in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Septerna Inc position peaked at $8.98K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held Septerna Inc as of Q1 2026.

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