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Pinnacle Wealth Planning Services’s Virtu Financial VIRT Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio VIRT Stock Details VIRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$109K Buy
1,822
+39
+2% +$2.05K 0.01% 824
2026
Q1 		$78.4K Buy
1,783
+91
+5% +$3.54K 0.01% 942
2025
Q4 		$56.4K Buy
+1,692
New +$57.9K 0.01% 1115
2021
Q1 		– Sell
-51
Closed -$1K – 1885
2020
Q4 		$1K Buy
+51
New +$1.18K ﹤0.01% 2193

Other funds holding VIRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Virtu Financial (VIRT) stake by 2.2% in Q2 2026, buying an estimated $2.05K and bringing the position to 1,822 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #824.

Pinnacle Wealth Planning Services first reported a position in VIRT in Q4 2020 and has held it in 4 quarters since. 472 funds tracked by Wall St. Rank hold VIRT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,822 shares of Virtu Financial worth $109K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 39 Virtu Financial shares in Q2 2026, an estimated $2.05K.
  • Virtu Financial made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #824 holding.
  • Pinnacle Wealth Planning Services first reported a position in Virtu Financial in Q4 2020 and has held it in 4 quarters since.
  • 472 funds tracked by Wall St. Rank held Virtu Financial as of Q2 2026.

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