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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
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 $5.72T AUM 30.48% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Pinnacle Wealth Planning Services's VYX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its NCR Voyix (VYX) stake by 206% in Q1 2026, buying an estimated $35.7K and bringing the position to 6,010 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Pinnacle Wealth Planning Services first reported a position in VYX in Q4 2025 and has held it in 2 quarters since. 303 funds tracked by Wall St. Rank hold VYX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 6,010 shares of NCR Voyix worth $38K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 4,046 NCR Voyix shares in Q1 2026, an estimated $35.7K.
  • NCR Voyix made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1351 holding.
  • Pinnacle Wealth Planning Services first reported a position in NCR Voyix in Q4 2025 and has held it in 2 quarters since.
  • 303 funds tracked by Wall St. Rank held NCR Voyix as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.