APFP
RSVR

Action Point Financial Planning’s Reservoir Media RSVR Stock Holding History

Action Point Financial Planning’s Portfolio RSVR Stock Details RSVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.46K Buy
+350
New +$3.54K ﹤0.01% 1988

Other funds holding RSVR

ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
GC
Gruss & Co West Palm Beach, Florida $40.8M AUM 44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Action Point Financial Planning's RSVR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Reservoir Media (RSVR) in Q2 2026: 350 shares worth $3.46K. The stake represents ﹤0.01% of the portfolio and ranks #1988 among its holdings.

80 funds tracked by Wall St. Rank hold RSVR as of Q2 2026.

  • Action Point Financial Planning held 350 shares of Reservoir Media worth $3.46K as of Q2 2026.
  • Reservoir Media was a new Action Point Financial Planning position in Q2 2026.
  • Reservoir Media made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1988 holding.
  • 80 funds tracked by Wall St. Rank held Reservoir Media as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.