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Pinnacle Wealth Planning Services’s Liberty Media Series A FWONA Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio FWONA Stock Details FWONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.25K Hold
60
– – ﹤0.01% 2280
2026
Q1 		$4.68K Buy
60
+17
+40% +$1.36K ﹤0.01% 2280
2025
Q4 		$3.84K Buy
+43
New +$3.86K ﹤0.01% 2345
2021
Q1 		– Sell
-24
Closed -$1K – 960
2020
Q4 		$1K Buy
+24
New +$839 ﹤0.01% 2117

Other funds holding FWONA

LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JT
Jupiter Topco New York $245B AUM
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Pinnacle Wealth Planning Services held its Liberty Media Series A (FWONA) position steady in Q2 2026 at 60 shares worth $5.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2280.

Pinnacle Wealth Planning Services first reported a position in FWONA in Q4 2020 and has held it in 4 quarters since. 298 funds tracked by Wall St. Rank hold FWONA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 60 shares of Liberty Media Series A worth $5.25K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Liberty Media Series A share count unchanged in Q2 2026.
  • Liberty Media Series A made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2280 holding.
  • Pinnacle Wealth Planning Services first reported a position in Liberty Media Series A in Q4 2020 and has held it in 4 quarters since.
  • 298 funds tracked by Wall St. Rank held Liberty Media Series A as of Q2 2026.

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