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Pinnacle Wealth Planning Services’s REX American Resources REX Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio REX Stock Details REX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$147K Buy
3,247
+16
+0.5% +$740 0.01% 676
2026
Q1 		$147K Buy
3,231
+27
+0.8% +$978 0.02% 597
2025
Q4 		$104K Buy
+3,204
New +$104K 0.01% 764
2021
Q1 		– Sell
-2,634
Closed -$33K – 1589
2020
Q4 		$33K Buy
+2,634
New +$34.6K 0.01% 967

Other funds holding REX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its REX American Resources (REX) stake by 0.5% in Q2 2026, buying an estimated $740 and bringing the position to 3,247 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #676.

Pinnacle Wealth Planning Services first reported a position in REX in Q4 2020 and has held it in 4 quarters since. The position peaked at $147K in Q1 2026. 231 funds tracked by Wall St. Rank hold REX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,247 shares of REX American Resources worth $147K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 16 REX American Resources shares in Q2 2026, an estimated $740.
  • REX American Resources made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #676 holding.
  • Pinnacle Wealth Planning Services first reported a position in REX American Resources in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's REX American Resources position peaked at $147K in Q1 2026.
  • 231 funds tracked by Wall St. Rank held REX American Resources as of Q2 2026.

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