Pinnacle Wealth Planning Services
OLP icon

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
Q3 		$22.9K Hold
1,041
– – ﹤0.01% 1711
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

L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Pinnacle Wealth Planning Services's OLP Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its One Liberty Properties (OLP) position steady in Q3 2026 at 1,041 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

Pinnacle Wealth Planning Services first reported a position in OLP in Q4 2020 and has held it in 5 quarters since. The position peaked at $25.4K in Q2 2026. 35 funds tracked by Wall St. Rank hold OLP as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,041 shares of One Liberty Properties worth $22.9K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its One Liberty Properties share count unchanged in Q3 2026.
  • One Liberty Properties made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1711 holding.
  • Pinnacle Wealth Planning Services first reported a position in One Liberty Properties in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's One Liberty Properties position peaked at $25.4K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held One Liberty Properties as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.