Pinnacle Wealth Planning Services
SRRK icon

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
Q3 		$13.5K Hold
280
– – ﹤0.01% 1959
2026
Q2 		$15.4K Hold
280
– – ﹤0.01% 1890
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 $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nan Fung Trinity
Nan Fung Trinity Central, Hong Kong, Hong Kong $1.04B AUM 32.17% 1-Year Est. Return

Pinnacle Wealth Planning Services's SRRK Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Scholar Rock (SRRK) position steady in Q3 2026 at 280 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1959.

Pinnacle Wealth Planning Services first reported a position in SRRK in Q4 2025 and has held it in 4 quarters since. The position peaked at $15.4K in Q2 2026. 141 funds tracked by Wall St. Rank hold SRRK as of Q3 2026.

  • Pinnacle Wealth Planning Services held 280 shares of Scholar Rock worth $13.5K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Scholar Rock share count unchanged in Q3 2026.
  • Scholar Rock made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1959 holding.
  • Pinnacle Wealth Planning Services first reported a position in Scholar Rock in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Scholar Rock position peaked at $15.4K in Q2 2026.
  • 141 funds tracked by Wall St. Rank held Scholar Rock as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.