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Pinnacle Wealth Planning Services’s Liberty Live Group Series A LLYVA Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio LLYVA Stock Details LLYVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.72K Hold
17
– – ﹤0.01% 2499
2026
Q1 		$1.56K Buy
17
+3
+21% +$263 ﹤0.01% 2487
2025
Q4 		$1.14K Buy
+14
New +$1.17K ﹤0.01% 2568

Other funds holding LLYVA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Pinnacle Wealth Planning Services held its Liberty Live Group Series A (LLYVA) position steady in Q2 2026 at 17 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #2499.

Pinnacle Wealth Planning Services first reported a position in LLYVA in Q4 2025 and has held it in 3 quarters since. 248 funds tracked by Wall St. Rank hold LLYVA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 17 shares of Liberty Live Group Series A worth $1.72K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Liberty Live Group Series A share count unchanged in Q2 2026.
  • Liberty Live Group Series A made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2499 holding.
  • Pinnacle Wealth Planning Services first reported a position in Liberty Live Group Series A in Q4 2025 and has held it in 3 quarters since.
  • 248 funds tracked by Wall St. Rank held Liberty Live Group Series A as of Q2 2026.

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