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Pinnacle Wealth Planning Services’s SiriusPoint SPNT Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SPNT Stock Details SPNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$155K Buy
6,439
+708
+12% +$16.2K 0.01% 646
2026
Q1 		$123K Sell
5,731
-512
-8% -$10.5K 0.01% 689
2025
Q4 		$137K Buy
+6,243
New +$125K 0.01% 626
2022
Q3 		– Sell
-18,050
Closed -$98K – 443
2022
Q2 		$98K Buy
+18,050
New +$108K 0.02% 379
2021
Q1 		– Sell
-679
Closed -$7K – 1707
2020
Q4 		$7K Buy
+679
New +$5.93K ﹤0.01% 1546

Other funds holding SPNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its SiriusPoint (SPNT) stake by 12% in Q2 2026, buying an estimated $16.2K and bringing the position to 6,439 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #646.

Pinnacle Wealth Planning Services first reported a position in SPNT in Q4 2020 and has held it in 5 quarters since. 254 funds tracked by Wall St. Rank hold SPNT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 6,439 shares of SiriusPoint worth $155K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 708 SiriusPoint shares in Q2 2026, an estimated $16.2K.
  • SiriusPoint made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #646 holding.
  • Pinnacle Wealth Planning Services first reported a position in SiriusPoint in Q4 2020 and has held it in 5 quarters since.
  • 254 funds tracked by Wall St. Rank held SiriusPoint as of Q2 2026.

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