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Pinnacle Wealth Planning Services’s OmniAb OABI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio OABI Stock Details OABI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-24,636
Closed -$39.4K – 2754
2025
Q3 		$39.4K Buy
+24,636
New +$45K ﹤0.01% 483

Other funds holding OABI

WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TL
TowerView LLC New York $155M AUM 30.14% 1-Year Est. Return

Pinnacle Wealth Planning Services's OABI Position: Q4 2025 in Review

Pinnacle Wealth Planning Services sold out of OmniAb (OABI) in Q4 2025, closing a stake of 24,636 shares — an estimated $39.4K sold.

Pinnacle Wealth Planning Services first reported a position in OABI in Q3 2025 and held it in 1 quarter. The position peaked at $39.4K in Q3 2025. 129 funds tracked by Wall St. Rank hold OABI as of Q4 2025.

  • Pinnacle Wealth Planning Services reported no remaining OmniAb position as of Q4 2025 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 24,636 OmniAb shares in Q4 2025, an estimated $39.4K.
  • Pinnacle Wealth Planning Services first reported a position in OmniAb in Q3 2025 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's OmniAb position peaked at $39.4K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held OmniAb as of Q4 2025.

Based on Pinnacle Wealth Planning Services's 13F filing for Q4 2025, filed 13 Feb 2026.