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 Q3	$139K	Sell	3,193 -54	-2%	-$2.37K	0.01%	672
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

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

Pinnacle Wealth Planning Services's REX Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its REX American Resources (REX) stake by 1.7% in Q3 2026, selling an estimated $2.37K and leaving 3,193 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #672.

Pinnacle Wealth Planning Services first reported a position in REX in Q4 2020 and has held it in 5 quarters since. The position peaked at $147K in Q1 2026. 52 funds tracked by Wall St. Rank hold REX as of Q3 2026.

Pinnacle Wealth Planning Services held 3,193 shares of REX American Resources worth $139K as of Q3 2026.
Pinnacle Wealth Planning Services sold 54 REX American Resources shares in Q3 2026, an estimated $2.37K.
REX American Resources made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #672 holding.
Pinnacle Wealth Planning Services first reported a position in REX American Resources in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's REX American Resources position peaked at $147K in Q1 2026.
52 funds tracked by Wall St. Rank held REX American Resources as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.