Arlington Trust’s Ryder R Stock Holding History

Arlington Trust’s Portfolio R Stock Details R Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.58K	Hold	6	–	–	﹤0.01%	703
2026 Q1	$1.23K	Buy	+6	New	+$1.21K	﹤0.01%	708
2025 Q4	–	Sell	-41	Closed	-$7.73K	–	590
2025 Q3	$7.73K	Hold	41	–	–	﹤0.01%	496
2025 Q2	$6.52K	Hold	41	–	–	﹤0.01%	515
2025 Q1	$5.9K	Hold	41	–	–	﹤0.01%	551
2024 Q4	$6.43K	Hold	41	–	–	﹤0.01%	487
2024 Q3	$5.98K	Hold	41	–	–	﹤0.01%	482
2024 Q2	$5.08K	Hold	41	–	–	﹤0.01%	487
2024 Q1	$4.93K	Hold	41	–	–	﹤0.01%	434
2023 Q4	$4.72K	Buy	+41	New	+$4.31K	﹤0.01%	483

Other funds holding R

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return