Pinnacle Wealth Planning Services’s Armour Residential REIT ARR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ARR Stock Details ARR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.02K	Buy	361 +53	+17%	+$936	﹤0.01%	2201
2025 Q4	$5.45K	Buy	+308	New	+$5.11K	﹤0.01%	2255
2023 Q4	–	Sell	-5,847	Closed	-$124K	–	486
2023 Q3	$124K	Buy	5,847 +364	+7%	+$8.96K	0.02%	402
2023 Q2	$146K	Hold	5,483	–	–	0.02%	404
2023 Q1	$144K	Buy	+5,483	New	+$155K	0.02%	417
2021 Q1	–	Sell	-83	Closed	-$5K	–	457
2020 Q4	$5K	Buy	+83	New	+$4.27K	﹤0.01%	1635

Other funds holding ARR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Armour Residential REIT (ARR) stake by 17% in Q1 2026, buying an estimated $936 and bringing the position to 361 shares worth $6.02K. The position accounts for ﹤0.01% of the portfolio, ranked #2201.

Pinnacle Wealth Planning Services first reported a position in ARR in Q4 2020 and has held it in 6 quarters since. The position peaked at $146K in Q2 2023. 224 funds tracked by Wall St. Rank hold ARR as of Q1 2026.

Pinnacle Wealth Planning Services held 361 shares of Armour Residential REIT worth $6.02K as of Q1 2026.
Pinnacle Wealth Planning Services bought 53 Armour Residential REIT shares in Q1 2026, an estimated $936.
Armour Residential REIT made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2201 holding.
Pinnacle Wealth Planning Services first reported a position in Armour Residential REIT in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Armour Residential REIT position peaked at $146K in Q2 2023.
224 funds tracked by Wall St. Rank held Armour Residential REIT as of Q1 2026.

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