PWPS
FWONA icon

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
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 $5.38B AUM 20.54% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

Pinnacle Wealth Planning Services's FWONA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Liberty Media Series A (FWONA) stake by 40% in Q1 2026, buying an estimated $1.36K and bringing the position to 60 shares worth $4.68K. 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 3 quarters since. 289 funds tracked by Wall St. Rank hold FWONA as of Q1 2026.

  • Pinnacle Wealth Planning Services held 60 shares of Liberty Media Series A worth $4.68K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 17 Liberty Media Series A shares in Q1 2026, an estimated $1.36K.
  • Liberty Media Series A made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 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 3 quarters since.
  • 289 funds tracked by Wall St. Rank held Liberty Media Series A as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.