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Pinnacle Wealth Planning Services’s Liquidity Services LQDT Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio LQDT Stock Details LQDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.5K Buy
1,137
+1,020
+872% +$36.1K ﹤0.01% 1361
2026
Q1 		$3.58K Buy
117
+50
+75% +$1.55K ﹤0.01% 2331
2025
Q4 		$2.03K Buy
+67
New +$1.8K ﹤0.01% 2477
2021
Q1 		– Sell
-22
Closed – – 1256
2020
Q4 		$0 Buy
+22
New +$248 ﹤0.01% 2286

Other funds holding LQDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Liquidity Services (LQDT) stake by 872% in Q2 2026, buying an estimated $36.1K and bringing the position to 1,137 shares worth $44.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

Pinnacle Wealth Planning Services first reported a position in LQDT in Q4 2020 and has held it in 4 quarters since. 222 funds tracked by Wall St. Rank hold LQDT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,137 shares of Liquidity Services worth $44.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1,020 Liquidity Services shares in Q2 2026, an estimated $36.1K.
  • Liquidity Services made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1361 holding.
  • Pinnacle Wealth Planning Services first reported a position in Liquidity Services in Q4 2020 and has held it in 4 quarters since.
  • 222 funds tracked by Wall St. Rank held Liquidity Services as of Q2 2026.

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