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Pinnacle Wealth Planning Services’s reAlpha AIRE Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio AIRE Stock Details AIRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.22K Hold
200
– – ﹤0.01% 2526
2025
Q4 		$2.09K Buy
+200
New +$2.69K ﹤0.01% 2473

Other funds holding AIRE

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GL
Gerber LLC Columbus, Ohio $179M AUM 24.35% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its reAlpha (AIRE) position steady in Q1 2026 at 200 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #2526.

Pinnacle Wealth Planning Services first reported a position in AIRE in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.09K in Q4 2025. 21 funds tracked by Wall St. Rank hold AIRE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 200 shares of reAlpha worth $1.22K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its reAlpha share count unchanged in Q1 2026.
  • reAlpha made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2526 holding.
  • Pinnacle Wealth Planning Services first reported a position in reAlpha in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's reAlpha position peaked at $2.09K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held reAlpha as of Q1 2026.

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