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 Q2	$206K	Sell	1,554 -1,030	-40%	-$134K	0.02%	511
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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Pinnacle Wealth Planning Services reduced its Rambus (RMBS) stake by 40% in Q2 2026, selling an estimated $134K and leaving 1,554 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #511.

Pinnacle Wealth Planning Services first reported a position in RMBS in Q4 2020 and has held it in 12 quarters since. The position peaked at $429K in Q2 2023. 618 funds tracked by Wall St. Rank hold RMBS as of Q2 2026.

Pinnacle Wealth Planning Services held 1,554 shares of Rambus worth $206K as of Q2 2026.
Pinnacle Wealth Planning Services sold 1,030 Rambus shares in Q2 2026, an estimated $134K.
Rambus made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #511 holding.
Pinnacle Wealth Planning Services first reported a position in Rambus in Q4 2020 and has held it in 12 quarters since.
Pinnacle Wealth Planning Services's Rambus position peaked at $429K in Q2 2023.
618 funds tracked by Wall St. Rank held Rambus as of Q2 2026.

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