Pinnacle Wealth Planning Services’s Rambus RMBS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$222K	Buy	2,584 +349	+16%	+$34.8K	0.02%	442
2025 Q4	$205K	Sell	2,235 -38	-2%	-$3.74K	0.02%	456
2025 Q3	$237K	Buy	+2,273	New	+$175K	0.03%	395
2024 Q3	–	Sell	-4,226	Closed	-$248K	–	555
2024 Q2	$248K	Sell	4,226 -4	-0.1%	-$229	0.04%	347
2024 Q1	$261K	Sell	4,230 -40	-0.9%	-$2.53K	0.04%	338
2023 Q4	$291K	Sell	4,270 -71	-2%	-$4.42K	0.05%	279
2023 Q3	$242K	Sell	4,341 -2,350	-35%	-$133K	0.04%	307
2023 Q2	$429K	Buy	6,691 +2,417	+57%	+$133K	0.07%	195
2023 Q1	$219K	Sell	4,274 -3,659	-46%	-$157K	0.04%	356
2022 Q4	$284K	Buy	+7,933	New	+$268K	0.05%	275
2021 Q1	–	Sell	-313	Closed	-$5K	–	1610
2020 Q4	$5K	Buy	+313	New	+$4.91K	﹤0.01%	1676

Other funds holding RMBS

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Rambus (RMBS) stake by 16% in Q1 2026, buying an estimated $34.8K and bringing the position to 2,584 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #442.

Pinnacle Wealth Planning Services first reported a position in RMBS in Q4 2020 and has held it in 11 quarters since. The position peaked at $429K in Q2 2023. 553 funds tracked by Wall St. Rank hold RMBS as of Q1 2026.

Pinnacle Wealth Planning Services held 2,584 shares of Rambus worth $222K as of Q1 2026.
Pinnacle Wealth Planning Services bought 349 Rambus shares in Q1 2026, an estimated $34.8K.
Rambus made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #442 holding.
Pinnacle Wealth Planning Services first reported a position in Rambus in Q4 2020 and has held it in 11 quarters since.
Pinnacle Wealth Planning Services's Rambus position peaked at $429K in Q2 2023.
553 funds tracked by Wall St. Rank held Rambus as of Q1 2026.

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