Pinnacle Wealth Planning Services’s RE/MAX Holdings RMAX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.64K	Hold	775	–	–	﹤0.01%	2172
2026 Q1	$4.46K	Sell	775 -954	-55%	-$6.6K	﹤0.01%	2287
2025 Q4	$13.1K	Buy	+1,729	New	+$14K	﹤0.01%	1903
2024 Q2	–	Sell	-12,222	Closed	-$107K	–	543
2024 Q1	$107K	Buy	12,222 +1,644	+16%	+$15.8K	0.02%	481
2023 Q4	$141K	Buy	+10,578	New	+$116K	0.02%	436
2021 Q1	–	Sell	-61	Closed	-$3K	–	1608
2020 Q4	$3K	Buy	+61	New	+$2.08K	﹤0.01%	1850

Other funds holding RMAX

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ECM

ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its RE/MAX Holdings (RMAX) position steady in Q2 2026 at 775 shares worth $7.64K. The position accounts for ﹤0.01% of the portfolio, ranked #2172.

Pinnacle Wealth Planning Services first reported a position in RMAX in Q4 2020 and has held it in 6 quarters since. The position peaked at $141K in Q4 2023. 124 funds tracked by Wall St. Rank hold RMAX as of Q2 2026.

Pinnacle Wealth Planning Services held 775 shares of RE/MAX Holdings worth $7.64K as of Q2 2026.
Pinnacle Wealth Planning Services left its RE/MAX Holdings share count unchanged in Q2 2026.
RE/MAX Holdings made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2172 holding.
Pinnacle Wealth Planning Services first reported a position in RE/MAX Holdings in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's RE/MAX Holdings position peaked at $141K in Q4 2023.
124 funds tracked by Wall St. Rank held RE/MAX Holdings as of Q2 2026.

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