Pinnacle Wealth Planning Services
OMER icon

Pinnacle Wealth Planning Services’s Omeros OMER Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio OMER Stock Details OMER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-1,231
Closed -$11.7K – 2915
2026
Q2 		$11.7K Hold
1,231
– – ﹤0.01% 2004
2026
Q1 		$13K Buy
+1,231
New +$14.5K ﹤0.01% 1899

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Badgley Phelps Wealth Managers
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Pinnacle Wealth Planning Services sold out of Omeros (OMER) in Q3 2026, closing a stake of 1,231 shares — an estimated $11.7K sold.

Pinnacle Wealth Planning Services first reported a position in OMER in Q1 2026 and held it in 2 quarters. The position peaked at $13K in Q1 2026. 88 funds tracked by Wall St. Rank hold OMER as of Q3 2026.

  • Pinnacle Wealth Planning Services reported no remaining Omeros position as of Q3 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,231 Omeros shares in Q3 2026, an estimated $11.7K.
  • Pinnacle Wealth Planning Services first reported a position in Omeros in Q1 2026 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's Omeros position peaked at $13K in Q1 2026.
  • 88 funds tracked by Wall St. Rank held Omeros as of Q3 2026.

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