PWM
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Pinnacle Wealth Management’s OneSpan OSPN Stock Holding History

Pinnacle Wealth Management’s Portfolio OSPN Stock Details OSPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-43,725
Closed -$667K – 55
2025
Q1 		$667K Buy
+43,725
New +$779K 0.75% 31

Other funds holding OSPN

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Vanguard Group
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Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Pinnacle Wealth Management's OSPN Position: Q2 2025 in Review

Pinnacle Wealth Management sold out of OneSpan (OSPN) in Q2 2025, closing a stake of 43,725 shares — an estimated $667K sold.

Pinnacle Wealth Management first reported a position in OSPN in Q1 2025 and held it in 1 quarter. The position peaked at $667K in Q1 2025. 199 funds tracked by Wall St. Rank hold OSPN as of Q2 2025.

  • Pinnacle Wealth Management reported no remaining OneSpan position as of Q2 2025 after selling out during the quarter.
  • Pinnacle Wealth Management sold 43,725 OneSpan shares in Q2 2025, an estimated $667K.
  • Pinnacle Wealth Management first reported a position in OneSpan in Q1 2025 and held it in 1 quarter.
  • Pinnacle Wealth Management's OneSpan position peaked at $667K in Q1 2025.
  • 199 funds tracked by Wall St. Rank held OneSpan as of Q2 2025.

Based on Pinnacle Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.