PWPS
RWT

Pinnacle Wealth Planning Services’s Redwood Trust RWT Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio RWT Stock Details RWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.68K Sell
1,410
-59
-4% -$320 ﹤0.01% 2214
2026
Q1 		$8.24K Buy
1,469
+145
+11% +$841 ﹤0.01% 2077
2025
Q4 		$7.32K Buy
+1,324
New +$7.28K ﹤0.01% 2140
2021
Q1 		– Sell
-682
Closed -$6K – 1629
2020
Q4 		$6K Buy
+682
New +$5.86K ﹤0.01% 1606

Other funds holding RWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Redwood Trust (RWT) stake by 4% in Q2 2026, selling an estimated $320 and leaving 1,410 shares worth $6.68K. The position accounts for ﹤0.01% of the portfolio, ranked #2214.

Pinnacle Wealth Planning Services first reported a position in RWT in Q4 2020 and has held it in 4 quarters since. The position peaked at $8.24K in Q1 2026. 228 funds tracked by Wall St. Rank hold RWT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,410 shares of Redwood Trust worth $6.68K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 59 Redwood Trust shares in Q2 2026, an estimated $320.
  • Redwood Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2214 holding.
  • Pinnacle Wealth Planning Services first reported a position in Redwood Trust in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Redwood Trust position peaked at $8.24K in Q1 2026.
  • 228 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2026.

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