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Pinnacle Wealth Planning Services’s The RMR Group RMR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio RMR Stock Details RMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.9K Hold
1,260
– – ﹤0.01% 1664
2026
Q1 		$19.5K Sell
1,260
-1
-0.1% -$16 ﹤0.01% 1707
2025
Q4 		$18.8K Buy
+1,261
New +$19.2K ﹤0.01% 1748
2021
Q1 		– Sell
-211
Closed -$8K – 1612
2020
Q4 		$8K Buy
+211
New +$6.94K ﹤0.01% 1479

Other funds holding RMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its The RMR Group (RMR) position steady in Q2 2026 at 1,260 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1664.

Pinnacle Wealth Planning Services first reported a position in RMR in Q4 2020 and has held it in 4 quarters since. 164 funds tracked by Wall St. Rank hold RMR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,260 shares of The RMR Group worth $25.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its The RMR Group share count unchanged in Q2 2026.
  • The RMR Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1664 holding.
  • Pinnacle Wealth Planning Services first reported a position in The RMR Group in Q4 2020 and has held it in 4 quarters since.
  • 164 funds tracked by Wall St. Rank held The RMR Group as of Q2 2026.

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