PWPS
OLP

Pinnacle Wealth Planning Services’s One Liberty Properties OLP Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio OLP Stock Details OLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.3K Hold
1,041
– – ﹤0.01% 1644
2025
Q4 		$21.1K Buy
+1,041
New +$21.5K ﹤0.01% 1689
2021
Q1 		– Sell
-1,267
Closed -$25K – 1444
2020
Q4 		$25K Buy
+1,267
New +$22.7K 0.01% 1075

Other funds holding OLP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its One Liberty Properties (OLP) position steady in Q1 2026 at 1,041 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

Pinnacle Wealth Planning Services first reported a position in OLP in Q4 2020 and has held it in 3 quarters since. The position peaked at $25K in Q4 2020. 139 funds tracked by Wall St. Rank hold OLP as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,041 shares of One Liberty Properties worth $22.3K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its One Liberty Properties share count unchanged in Q1 2026.
  • One Liberty Properties made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1644 holding.
  • Pinnacle Wealth Planning Services first reported a position in One Liberty Properties in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's One Liberty Properties position peaked at $25K in Q4 2020.
  • 139 funds tracked by Wall St. Rank held One Liberty Properties as of Q1 2026.

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