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Pinnacle Wealth Planning Services’s Viking Holdings VIK Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio VIK Stock Details VIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$189K Buy
1,807
+1,471
+438% +$127K 0.02% 545
2026
Q1 		$24.7K Buy
336
+331
+6,620% +$24.2K ﹤0.01% 1585
2025
Q4 		$357 Buy
+5
New +$319 ﹤0.01% 2672

Other funds holding VIK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Viking Holdings (VIK) stake by 438% in Q2 2026, buying an estimated $127K and bringing the position to 1,807 shares worth $189K. The position accounts for 0.02% of the portfolio, ranked #545.

Pinnacle Wealth Planning Services first reported a position in VIK in Q4 2025 and has held it in 3 quarters since. 613 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,807 shares of Viking Holdings worth $189K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1,471 Viking Holdings shares in Q2 2026, an estimated $127K.
  • Viking Holdings made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #545 holding.
  • Pinnacle Wealth Planning Services first reported a position in Viking Holdings in Q4 2025 and has held it in 3 quarters since.
  • 613 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

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