PWPS
RELL icon

Pinnacle Wealth Planning Services’s Richardson Electronics RELL Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio RELL Stock Details RELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.51K Hold
138
– – ﹤0.01% 2492
2025
Q4 		$1.5K Buy
+138
New +$1.47K ﹤0.01% 2537

Other funds holding RELL

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.45B AUM 9.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Richardson Electronics (RELL) position steady in Q1 2026 at 138 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #2492.

Pinnacle Wealth Planning Services first reported a position in RELL in Q4 2025 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold RELL as of Q1 2026.

  • Pinnacle Wealth Planning Services held 138 shares of Richardson Electronics worth $1.51K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Richardson Electronics share count unchanged in Q1 2026.
  • Richardson Electronics made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2492 holding.
  • Pinnacle Wealth Planning Services first reported a position in Richardson Electronics in Q4 2025 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held Richardson Electronics as of Q1 2026.

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