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Pinnacle Wealth Planning Services’s Vestis VSTS Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio VSTS Stock Details VSTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46K Buy
3,168
+51
+2% +$569 ﹤0.01% 1325
2026
Q1 		$24.5K Buy
3,117
+110
+4% +$803 ﹤0.01% 1589
2025
Q4 		$20.1K Buy
+3,007
New +$17.5K ﹤0.01% 1710

Other funds holding VSTS

CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
GPC
Greenstone Partners & Co Larkspur, California $433M AUM 41.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 VSTS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Vestis (VSTS) stake by 1.6% in Q2 2026, buying an estimated $569 and bringing the position to 3,168 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Pinnacle Wealth Planning Services first reported a position in VSTS in Q4 2025 and has held it in 3 quarters since. 283 funds tracked by Wall St. Rank hold VSTS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,168 shares of Vestis worth $46K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 51 Vestis shares in Q2 2026, an estimated $569.
  • Vestis made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1325 holding.
  • Pinnacle Wealth Planning Services first reported a position in Vestis in Q4 2025 and has held it in 3 quarters since.
  • 283 funds tracked by Wall St. Rank held Vestis as of Q2 2026.

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