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Pinnacle Wealth Planning Services’s RLJ Lodging Trust RLJ Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio RLJ Stock Details RLJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$616 Hold
83
– – ﹤0.01% 2607
2025
Q4 		$618 Buy
+83
New +$603 ﹤0.01% 2631
2021
Q1 		– Sell
-635
Closed -$9K – 1607
2020
Q4 		$9K Buy
+635
New +$7.12K ﹤0.01% 1437

Other funds holding RLJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its RLJ Lodging Trust (RLJ) position steady in Q1 2026 at 83 shares worth $616. The position accounts for ﹤0.01% of the portfolio, ranked #2607.

Pinnacle Wealth Planning Services first reported a position in RLJ in Q4 2020 and has held it in 3 quarters since. The position peaked at $9K in Q4 2020. 206 funds tracked by Wall St. Rank hold RLJ as of Q1 2026.

  • Pinnacle Wealth Planning Services held 83 shares of RLJ Lodging Trust worth $616 as of Q1 2026.
  • Pinnacle Wealth Planning Services left its RLJ Lodging Trust share count unchanged in Q1 2026.
  • RLJ Lodging Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2607 holding.
  • Pinnacle Wealth Planning Services first reported a position in RLJ Lodging Trust in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's RLJ Lodging Trust position peaked at $9K in Q4 2020.
  • 206 funds tracked by Wall St. Rank held RLJ Lodging Trust as of Q1 2026.

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