PWPS
SLDE

Pinnacle Wealth Planning Services’s Slide Insurance Holdings SLDE Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SLDE Stock Details SLDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$192K Buy
9,930
+2,617
+36% +$47.4K 0.02% 538
2026
Q1 		$132K Sell
7,313
-258
-3% -$4.51K 0.01% 654
2025
Q4 		$147K Buy
+7,571
New +$126K 0.02% 594

Other funds holding SLDE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Slide Insurance Holdings (SLDE) stake by 36% in Q2 2026, buying an estimated $47.4K and bringing the position to 9,930 shares worth $192K. The position accounts for 0.02% of the portfolio, ranked #538.

Pinnacle Wealth Planning Services first reported a position in SLDE in Q4 2025 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold SLDE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 9,930 shares of Slide Insurance Holdings worth $192K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 2,617 Slide Insurance Holdings shares in Q2 2026, an estimated $47.4K.
  • Slide Insurance Holdings made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #538 holding.
  • Pinnacle Wealth Planning Services first reported a position in Slide Insurance Holdings in Q4 2025 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held Slide Insurance Holdings as of Q2 2026.

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