PWPS
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Pinnacle Wealth Planning Services’s XP XP Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.89K Sell
178
-141
-44% -$2.51K ﹤0.01% 2402
2026
Q1 		$6.07K Sell
319
-8,607
-96% -$166K ﹤0.01% 2200
2025
Q4 		$146K Buy
+8,926
New +$157K 0.02% 602

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its XP (XP) stake by 44% in Q2 2026, selling an estimated $2.51K and leaving 178 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #2402.

Pinnacle Wealth Planning Services first reported a position in XP in Q4 2025 and has held it in 3 quarters since. The position peaked at $146K in Q4 2025. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 178 shares of XP worth $2.89K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 141 XP shares in Q2 2026, an estimated $2.51K.
  • XP made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2402 holding.
  • Pinnacle Wealth Planning Services first reported a position in XP in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's XP position peaked at $146K in Q4 2025.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

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