Pinnacle Wealth Planning Services
RZLT icon

Pinnacle Wealth Planning Services’s Rezolute RZLT Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio RZLT Stock Details RZLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.7K Hold
2,102
– – ﹤0.01% 2135
2026
Q2 		$10.9K Hold
2,102
– – ﹤0.01% 2033
2026
Q1 		$6.41K Buy
+2,102
New +$6.31K ﹤0.01% 2183

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IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Rezolute (RZLT) position steady in Q3 2026 at 2,102 shares worth $8.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2135.

Pinnacle Wealth Planning Services first reported a position in RZLT in Q1 2026 and has held it in 3 quarters since. The position peaked at $10.9K in Q2 2026. 18 funds tracked by Wall St. Rank hold RZLT as of Q3 2026.

  • Pinnacle Wealth Planning Services held 2,102 shares of Rezolute worth $8.7K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Rezolute share count unchanged in Q3 2026.
  • Rezolute made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2135 holding.
  • Pinnacle Wealth Planning Services first reported a position in Rezolute in Q1 2026 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Rezolute position peaked at $10.9K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Rezolute as of Q3 2026.

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