Pinnacle Wealth Planning Services’s Reinsurance Group of America RGA Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio RGA Stock Details RGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28.2K	Buy	138 +3	+2%	+$620	﹤0.01%	1520
2025 Q4	$27.5K	Buy	+135	New	+$26.1K	﹤0.01%	1565
2025 Q1	–	Sell	-993	Closed	-$212K	–	425
2024 Q4	$212K	Sell	993 -5	-0.5%	-$1.09K	0.03%	347
2024 Q3	$217K	Buy	998 +6	+0.6%	+$1.28K	0.03%	435
2024 Q2	$204K	Buy	+992	New	+$198K	0.03%	424
2021 Q1	–	Sell	-116	Closed	-$13K	–	1595
2020 Q4	$13K	Buy	+116	New	+$13K	﹤0.01%	1315

Other funds holding RGA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Reinsurance Group of America (RGA) stake by 2.2% in Q1 2026, buying an estimated $620 and bringing the position to 138 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

Pinnacle Wealth Planning Services first reported a position in RGA in Q4 2020 and has held it in 6 quarters since. The position peaked at $217K in Q3 2024. 610 funds tracked by Wall St. Rank hold RGA as of Q1 2026.

Pinnacle Wealth Planning Services held 138 shares of Reinsurance Group of America worth $28.2K as of Q1 2026.
Pinnacle Wealth Planning Services bought 3 Reinsurance Group of America shares in Q1 2026, an estimated $620.
Reinsurance Group of America made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1520 holding.
Pinnacle Wealth Planning Services first reported a position in Reinsurance Group of America in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Reinsurance Group of America position peaked at $217K in Q3 2024.
610 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q1 2026.

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