Pinnacle Wealth Planning Services
RXO icon

Pinnacle Wealth Planning Services’s RXO RXO Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio RXO Stock Details RXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$66.4K Buy
3,247
+35
+1% +$797 0.01% 1098
2026
Q2 		$88.6K Buy
3,212
+544
+20% +$12K 0.01% 935
2026
Q1 		$39K Buy
2,668
+1,057
+66% +$15.5K ﹤0.01% 1333
2025
Q4 		$20.4K Buy
+1,611
New +$23.8K ﹤0.01% 1705

Other funds holding RXO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Pinnacle Wealth Planning Services's RXO Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its RXO (RXO) stake by 1.1% in Q3 2026, buying an estimated $797 and bringing the position to 3,247 shares worth $66.4K. The position accounts for 0.01% of the portfolio, ranked #1098.

Pinnacle Wealth Planning Services first reported a position in RXO in Q4 2025 and has held it in 4 quarters since. The position peaked at $88.6K in Q2 2026. 140 funds tracked by Wall St. Rank hold RXO as of Q3 2026.

  • Pinnacle Wealth Planning Services held 3,247 shares of RXO worth $66.4K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 35 RXO shares in Q3 2026, an estimated $797.
  • RXO made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1098 holding.
  • Pinnacle Wealth Planning Services first reported a position in RXO in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's RXO position peaked at $88.6K in Q2 2026.
  • 140 funds tracked by Wall St. Rank held RXO as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.