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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Liberty Media Series C (FWONK) stake by 10% in Q1 2026, buying an estimated $1.31K and bringing the position to 158 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1888.

Pinnacle Wealth Planning Services first reported a position in FWONK in Q4 2020 and has held it in 3 quarters since. The position peaked at $112K in Q4 2020. 611 funds tracked by Wall St. Rank hold FWONK as of Q1 2026.

  • Pinnacle Wealth Planning Services held 158 shares of Liberty Media Series C worth $13.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 15 Liberty Media Series C shares in Q1 2026, an estimated $1.31K.
  • Liberty Media Series C made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1888 holding.
  • Pinnacle Wealth Planning Services first reported a position in Liberty Media Series C in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Liberty Media Series C position peaked at $112K in Q4 2020.
  • 611 funds tracked by Wall St. Rank held Liberty Media Series C as of Q1 2026.

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