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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
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

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FC
Finepoint Capital Boston, Massachusetts $1.95B AUM 45.61% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its RXO (RXO) stake by 66% in Q1 2026, buying an estimated $15.5K and bringing the position to 2,668 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

Pinnacle Wealth Planning Services first reported a position in RXO in Q4 2025 and has held it in 2 quarters since. 274 funds tracked by Wall St. Rank hold RXO as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,668 shares of RXO worth $39K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 1,057 RXO shares in Q1 2026, an estimated $15.5K.
  • RXO made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1333 holding.
  • Pinnacle Wealth Planning Services first reported a position in RXO in Q4 2025 and has held it in 2 quarters since.
  • 274 funds tracked by Wall St. Rank held RXO as of Q1 2026.

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