Pinnacle Wealth Planning Services
VYX icon

Pinnacle Wealth Planning Services’s NCR Voyix VYX Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio VYX Stock Details VYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$47.1K Buy
6,893
+161
+2% +$1.3K ﹤0.01% 1303
2026
Q2 		$55K Buy
6,732
+722
+12% +$5.08K 0.01% 1209
2026
Q1 		$38K Buy
6,010
+4,046
+206% +$35.7K ﹤0.01% 1351
2025
Q4 		$20K Buy
+1,964
New +$21.3K ﹤0.01% 1711

Other funds holding VYX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Shapiro Capital Management
Shapiro Capital Management Atlanta, Georgia $1.46B AUM 11.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
First Pacific Advisors
First Pacific Advisors El Segundo, California $8.39B AUM 15.4% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return

Pinnacle Wealth Planning Services's VYX Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its NCR Voyix (VYX) stake by 2.4% in Q3 2026, buying an estimated $1.3K and bringing the position to 6,893 shares worth $47.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

Pinnacle Wealth Planning Services first reported a position in VYX in Q4 2025 and has held it in 4 quarters since. The position peaked at $55K in Q2 2026. 235 funds tracked by Wall St. Rank hold VYX as of Q3 2026.

  • Pinnacle Wealth Planning Services held 6,893 shares of NCR Voyix worth $47.1K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 161 NCR Voyix shares in Q3 2026, an estimated $1.3K.
  • NCR Voyix made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1303 holding.
  • Pinnacle Wealth Planning Services first reported a position in NCR Voyix in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's NCR Voyix position peaked at $55K in Q2 2026.
  • 235 funds tracked by Wall St. Rank held NCR Voyix as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.