PWPS
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Pinnacle Wealth Planning Services’s Tapestry TPR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio TPR Stock Details TPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$215K Buy
1,470
+8
+0.5% +$1.15K 0.02% 490
2026
Q1 		$206K Buy
1,462
+3
+0.2% +$425 0.02% 467
2025
Q4 		$186K Buy
+1,459
New +$167K 0.02% 491
2021
Q1 		– Sell
-1,156
Closed -$36K – 1799
2020
Q4 		$36K Buy
+1,156
New +$29.3K 0.01% 938

Other funds holding TPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Tapestry (TPR) stake by 0.55% in Q2 2026, buying an estimated $1.15K and bringing the position to 1,470 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #490.

Pinnacle Wealth Planning Services first reported a position in TPR in Q4 2020 and has held it in 4 quarters since. 1,099 funds tracked by Wall St. Rank hold TPR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,470 shares of Tapestry worth $215K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 8 Tapestry shares in Q2 2026, an estimated $1.15K.
  • Tapestry made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #490 holding.
  • Pinnacle Wealth Planning Services first reported a position in Tapestry in Q4 2020 and has held it in 4 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Tapestry as of Q2 2026.

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