4FG
RSSS icon

4Thought Financial Group’s Research Solutions RSSS Stock Holding History

4Thought Financial Group’s Portfolio RSSS Stock Details RSSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$188K Sell
83,406
-779
-0.9% -$1.99K 0.09% 58
2025
Q4 		$248K Hold
84,185
– – 0.12% 46
2025
Q3 		$314K Hold
84,185
– – 0.16% 41
2025
Q2 		$242K Hold
84,185
– – 0.13% 47
2025
Q1 		$219K Hold
84,185
– – 0.14% 46
2024
Q4 		$349K Hold
84,185
– – 0.22% 36
2024
Q3 		$230K Hold
84,185
– – 0.14% 46
2024
Q2 		$215K Hold
84,185
– – 0.13% 50
2024
Q1 		$266K Hold
84,185
– – 0.18% 42
2023
Q4 		$219K Buy
+84,185
New +$206K 0.16% 43
2022
Q3 		– Sell
-84,185
Closed -$150K – 100
2022
Q2 		$150K Hold
84,185
– – 0.14% 51
2022
Q1 		$179K Hold
84,185
– – 0.16% 47
2021
Q4 		$207K Hold
84,185
– – 0.17% 47
2021
Q3 		$221K Hold
84,185
– – 0.19% 48
2021
Q2 		$241K Buy
+84,185
New +$200K 0.22% 43

Other funds holding RSSS

NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $875M AUM 20.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

4Thought Financial Group's RSSS Position: Q1 2026 in Review

4Thought Financial Group reduced its Research Solutions (RSSS) stake by 0.93% in Q1 2026, selling an estimated $1.99K and leaving 83,406 shares worth $188K. The position accounts for 0.09% of the portfolio, ranked #58.

4Thought Financial Group first reported a position in RSSS in Q2 2021 and has held it in 15 quarters since. The position peaked at $349K in Q4 2024. 39 funds tracked by Wall St. Rank hold RSSS as of Q1 2026.

  • 4Thought Financial Group held 83,406 shares of Research Solutions worth $188K as of Q1 2026.
  • 4Thought Financial Group sold 779 Research Solutions shares in Q1 2026, an estimated $1.99K.
  • Research Solutions made up 0.09% of 4Thought Financial Group's portfolio in Q1 2026, its #58 holding.
  • 4Thought Financial Group first reported a position in Research Solutions in Q2 2021 and has held it in 15 quarters since.
  • 4Thought Financial Group's Research Solutions position peaked at $349K in Q4 2024.
  • 39 funds tracked by Wall St. Rank held Research Solutions as of Q1 2026.

Based on 4Thought Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.