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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
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 $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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its REX American Resources (REX) stake by 0.84% in Q1 2026, buying an estimated $978 and bringing the position to 3,231 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #597.

Pinnacle Wealth Planning Services first reported a position in REX in Q4 2020 and has held it in 3 quarters since. 233 funds tracked by Wall St. Rank hold REX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,231 shares of REX American Resources worth $147K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 27 REX American Resources shares in Q1 2026, an estimated $978.
  • REX American Resources made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #597 holding.
  • Pinnacle Wealth Planning Services first reported a position in REX American Resources in Q4 2020 and has held it in 3 quarters since.
  • 233 funds tracked by Wall St. Rank held REX American Resources as of Q1 2026.

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