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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
Q2 		$11.7K Hold
1,231
– – ﹤0.01% 2004
2026
Q1 		$13K Buy
+1,231
New +$14.5K ﹤0.01% 1899

Other funds holding OMER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Omeros (OMER) position steady in Q2 2026 at 1,231 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2004.

Pinnacle Wealth Planning Services first reported a position in OMER in Q1 2026 and has held it in 2 quarters since. The position peaked at $13K in Q1 2026. 172 funds tracked by Wall St. Rank hold OMER as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,231 shares of Omeros worth $11.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Omeros share count unchanged in Q2 2026.
  • Omeros made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2004 holding.
  • Pinnacle Wealth Planning Services first reported a position in Omeros in Q1 2026 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Omeros position peaked at $13K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held Omeros as of Q2 2026.

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