PWPS
RDFN

Pinnacle Wealth Planning Services’s Redfin RDFN Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio RDFN Stock Details RDFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,809
Closed -$121K – 505
2025
Q2 		$121K Buy
10,809
+800
+8% +$7.85K 0.02% 436
2025
Q1 		$92.2K Hold
10,009
– – 0.01% 386
2024
Q4 		$78.8K Sell
10,009
-8,097
-45% -$78.5K 0.01% 378
2024
Q3 		$227K Hold
18,106
– – 0.03% 415
2024
Q2 		$109K Hold
18,106
– – 0.02% 475
2024
Q1 		$120K Hold
18,106
– – 0.02% 473
2023
Q4 		$187K Hold
18,106
– – 0.03% 421
2023
Q3 		$127K Hold
18,106
– – 0.02% 400
2023
Q2 		$225K Hold
18,106
– – 0.04% 343
2023
Q1 		$164K Hold
18,106
– – 0.03% 414
2022
Q4 		$76.8K Buy
+18,106
New +$85.2K 0.01% 413
2021
Q1 		– Sell
-1,940
Closed -$133K – 1581
2020
Q4 		$133K Buy
+1,940
New +$104K 0.03% 377

Other funds holding RDFN

BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Pinnacle Wealth Planning Services's RDFN Position: Q3 2025 in Review

Pinnacle Wealth Planning Services sold out of Redfin (RDFN) in Q3 2025, closing a stake of 10,809 shares — an estimated $121K sold.

Pinnacle Wealth Planning Services first reported a position in RDFN in Q4 2020 and held it in 12 quarters. The position peaked at $227K in Q3 2024. 7 funds tracked by Wall St. Rank hold RDFN as of Q3 2025.

  • Pinnacle Wealth Planning Services reported no remaining Redfin position as of Q3 2025 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 10,809 Redfin shares in Q3 2025, an estimated $121K.
  • Pinnacle Wealth Planning Services first reported a position in Redfin in Q4 2020 and held it in 12 quarters.
  • Pinnacle Wealth Planning Services's Redfin position peaked at $227K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Redfin as of Q3 2025.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2025, filed 13 Nov 2025.