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
Q2 		$25.4K Hold
1,041
– – ﹤0.01% 1671
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its One Liberty Properties (OLP) position steady in Q2 2026 at 1,041 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1671.

Pinnacle Wealth Planning Services first reported a position in OLP in Q4 2020 and has held it in 4 quarters since. 136 funds tracked by Wall St. Rank hold OLP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,041 shares of One Liberty Properties worth $25.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its One Liberty Properties share count unchanged in Q2 2026.
  • One Liberty Properties made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1671 holding.
  • Pinnacle Wealth Planning Services first reported a position in One Liberty Properties in Q4 2020 and has held it in 4 quarters since.
  • 136 funds tracked by Wall St. Rank held One Liberty Properties as of Q2 2026.

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