PWPS
TSSI

Pinnacle Wealth Planning Services’s TSS Inc TSSI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio TSSI Stock Details TSSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$308K Hold
25,000
– – 0.03% 361
2026
Q1 		$325K Hold
25,000
– – 0.03% 311
2025
Q4 		$177K Hold
25,000
– – 0.02% 507
2025
Q3 		$453K Buy
+25,000
New +$499K 0.05% 234
2025
Q2 		– Sell
-18,200
Closed -$143K – 485
2025
Q1 		$143K Buy
+18,200
New +$217K 0.02% 373

Other funds holding TSSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its TSS Inc (TSSI) position steady in Q2 2026 at 25,000 shares worth $308K. The position accounts for 0.03% of the portfolio, ranked #361.

Pinnacle Wealth Planning Services first reported a position in TSSI in Q1 2025 and has held it in 5 quarters since. The position peaked at $453K in Q3 2025. 124 funds tracked by Wall St. Rank hold TSSI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 25,000 shares of TSS Inc worth $308K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its TSS Inc share count unchanged in Q2 2026.
  • TSS Inc made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #361 holding.
  • Pinnacle Wealth Planning Services first reported a position in TSS Inc in Q1 2025 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's TSS Inc position peaked at $453K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held TSS Inc as of Q2 2026.

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