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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
Q2 		$386 Hold
200
– – ﹤0.01% 2671
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its reAlpha (AIRE) position steady in Q2 2026 at 200 shares worth $386. The position accounts for ﹤0.01% of the portfolio, ranked #2671.

Pinnacle Wealth Planning Services first reported a position in AIRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.09K in Q4 2025. 19 funds tracked by Wall St. Rank hold AIRE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 200 shares of reAlpha worth $386 as of Q2 2026.
  • Pinnacle Wealth Planning Services left its reAlpha share count unchanged in Q2 2026.
  • reAlpha made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2671 holding.
  • Pinnacle Wealth Planning Services first reported a position in reAlpha in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's reAlpha position peaked at $2.09K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held reAlpha as of Q2 2026.

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