Pinnacle Wealth Planning Services’s Ready Capital RC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.82K	Buy	5,040 +3,967	+370%	+$6.97K	﹤0.01%	2121
2026 Q1	$1.74K	Sell	1,073 -3,998	-79%	-$7.65K	﹤0.01%	2468
2025 Q4	$11.1K	Buy	+5,071	New	+$14.2K	﹤0.01%	1973
2025 Q3	–	Sell	-15,750	Closed	-$68.8K	–	504
2025 Q2	$68.8K	Buy	+15,750	New	+$69.9K	0.01%	447
2021 Q1	–	Sell	-355	Closed	-$4K	–	1576
2020 Q4	$4K	Buy	+355	New	+$4.36K	﹤0.01%	1748

Other funds holding RC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MCM

Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WAM

Waterfall Asset Management New York $163M AUM 0.31% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Ready Capital (RC) stake by 370% in Q2 2026, buying an estimated $6.97K and bringing the position to 5,040 shares worth $8.82K. The position accounts for ﹤0.01% of the portfolio, ranked #2121.

Pinnacle Wealth Planning Services first reported a position in RC in Q4 2020 and has held it in 5 quarters since. The position peaked at $68.8K in Q2 2025. 231 funds tracked by Wall St. Rank hold RC as of Q2 2026.

Pinnacle Wealth Planning Services held 5,040 shares of Ready Capital worth $8.82K as of Q2 2026.
Pinnacle Wealth Planning Services bought 3,967 Ready Capital shares in Q2 2026, an estimated $6.97K.
Ready Capital made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2121 holding.
Pinnacle Wealth Planning Services first reported a position in Ready Capital in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Ready Capital position peaked at $68.8K in Q2 2025.
231 funds tracked by Wall St. Rank held Ready Capital as of Q2 2026.

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