Pinnacle Wealth Planning Services
YELP icon

Pinnacle Wealth Planning Services’s Yelp YELP Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.05K Buy
111
+17
+18% +$400 ﹤0.01% 2485
2026
Q2 		$2.3K Sell
94
-2,547
-96% -$63.4K ﹤0.01% 2445
2026
Q1 		$65.3K Buy
2,641
+835
+46% +$21.1K 0.01% 1043
2025
Q4 		$54.9K Buy
+1,806
New +$55.7K 0.01% 1132
2021
Q1 		– Sell
-1,763
Closed -$58K – 2002
2020
Q4 		$58K Buy
+1,763
New +$46.3K 0.01% 725

Other funds holding YELP

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
OP Asset Management
OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Yelp (YELP) stake by 18% in Q3 2026, buying an estimated $400 and bringing the position to 111 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #2485.

Pinnacle Wealth Planning Services first reported a position in YELP in Q4 2020 and has held it in 5 quarters since. The position peaked at $65.3K in Q1 2026. 118 funds tracked by Wall St. Rank hold YELP as of Q3 2026.

  • Pinnacle Wealth Planning Services held 111 shares of Yelp worth $2.05K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 17 Yelp shares in Q3 2026, an estimated $400.
  • Yelp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2485 holding.
  • Pinnacle Wealth Planning Services first reported a position in Yelp in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Yelp position peaked at $65.3K in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Yelp as of Q3 2026.

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