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Pinnacle Wealth Planning Services’s Scholar Rock SRRK Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SRRK Stock Details SRRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.8K Hold
280
– – ﹤0.01% 1880
2025
Q4 		$12.3K Buy
+280
New +$10.5K ﹤0.01% 1929

Other funds holding SRRK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Pinnacle Wealth Planning Services held its Scholar Rock (SRRK) position steady in Q1 2026 at 280 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1880.

Pinnacle Wealth Planning Services first reported a position in SRRK in Q4 2025 and has held it in 2 quarters since. 274 funds tracked by Wall St. Rank hold SRRK as of Q1 2026.

  • Pinnacle Wealth Planning Services held 280 shares of Scholar Rock worth $13.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Scholar Rock share count unchanged in Q1 2026.
  • Scholar Rock made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1880 holding.
  • Pinnacle Wealth Planning Services first reported a position in Scholar Rock in Q4 2025 and has held it in 2 quarters since.
  • 274 funds tracked by Wall St. Rank held Scholar Rock as of Q1 2026.

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