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Pinnacle Wealth Planning Services’s Bristow Group VTOL Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio VTOL Stock Details VTOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.9K Sell
384
-4
-1% -$179 ﹤0.01% 1879
2026
Q1 		$18.2K Buy
388
+31
+9% +$1.36K ﹤0.01% 1742
2025
Q4 		$13.1K Buy
+357
New +$13.4K ﹤0.01% 1906
2021
Q1 		– Sell
-26
Closed -$1K – 1912
2020
Q4 		$1K Buy
+26
New +$634 ﹤0.01% 2194

Other funds holding VTOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAAM
Solus Alternative Asset Management Summit, New Jersey $342M AUM 36.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SDIC
South Dakota Investment Council Sioux Falls, South Dakota $5.84B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $212M AUM 100.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Bristow Group (VTOL) stake by 1% in Q2 2026, selling an estimated $179 and leaving 384 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1879.

Pinnacle Wealth Planning Services first reported a position in VTOL in Q4 2020 and has held it in 4 quarters since. The position peaked at $18.2K in Q1 2026. 224 funds tracked by Wall St. Rank hold VTOL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 384 shares of Bristow Group worth $15.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 4 Bristow Group shares in Q2 2026, an estimated $179.
  • Bristow Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1879 holding.
  • Pinnacle Wealth Planning Services first reported a position in Bristow Group in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Bristow Group position peaked at $18.2K in Q1 2026.
  • 224 funds tracked by Wall St. Rank held Bristow Group as of Q2 2026.

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