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Pinnacle Wealth Planning Services’s Liberty Media Series C FWONK Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio FWONK Stock Details FWONK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.2K Sell
139
-19
-12% -$1.7K ﹤0.01% 1962
2026
Q1 		$13.4K Buy
158
+15
+10% +$1.31K ﹤0.01% 1888
2025
Q4 		$14.1K Buy
+143
New +$14K ﹤0.01% 1875
2021
Q1 		– Sell
-2,709
Closed -$112K – 961
2020
Q4 		$112K Buy
+2,709
New +$105K 0.03% 424

Other funds holding FWONK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $2.08B AUM 63.16% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Liberty Media Series C (FWONK) stake by 12% in Q2 2026, selling an estimated $1.7K and leaving 139 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

Pinnacle Wealth Planning Services first reported a position in FWONK in Q4 2020 and has held it in 4 quarters since. The position peaked at $112K in Q4 2020. 631 funds tracked by Wall St. Rank hold FWONK as of Q2 2026.

  • Pinnacle Wealth Planning Services held 139 shares of Liberty Media Series C worth $13.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 19 Liberty Media Series C shares in Q2 2026, an estimated $1.7K.
  • Liberty Media Series C made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1962 holding.
  • Pinnacle Wealth Planning Services first reported a position in Liberty Media Series C in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Liberty Media Series C position peaked at $112K in Q4 2020.
  • 631 funds tracked by Wall St. Rank held Liberty Media Series C as of Q2 2026.

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