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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
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 $6.73T AUM 46.02% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
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
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its NCR Voyix (VYX) stake by 12% in Q2 2026, buying an estimated $5.08K and bringing the position to 6,732 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #1209.

Pinnacle Wealth Planning Services first reported a position in VYX in Q4 2025 and has held it in 3 quarters since. 297 funds tracked by Wall St. Rank hold VYX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 6,732 shares of NCR Voyix worth $55K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 722 NCR Voyix shares in Q2 2026, an estimated $5.08K.
  • NCR Voyix made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1209 holding.
  • Pinnacle Wealth Planning Services first reported a position in NCR Voyix in Q4 2025 and has held it in 3 quarters since.
  • 297 funds tracked by Wall St. Rank held NCR Voyix as of Q2 2026.

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