Avion Wealth’s The RMR Group RMR Stock Holding History

Avion Wealth’s Portfolio RMR Stock Details RMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1K	Hold	67	–	–	﹤0.01%	1325
2026 Q1	$1K	Hold	67	–	–	﹤0.01%	1123
2025 Q4	$0	Sell	67 -34	-34%	-$518	﹤0.01%	1530
2025 Q3	$1K	Hold	101	–	–	﹤0.01%	1092
2025 Q2	$1K	Buy	+101	New	+$1.55K	﹤0.01%	1054

Other funds holding RMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

FFL

Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Avion Wealth's RMR Position: Q2 2026 in Review

Avion Wealth held its The RMR Group (RMR) position steady in Q2 2026 at 67 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Avion Wealth first reported a position in RMR in Q2 2025 and has held it in 5 quarters since. 166 funds tracked by Wall St. Rank hold RMR as of Q2 2026.

Avion Wealth held 67 shares of The RMR Group worth $1K as of Q2 2026.
Avion Wealth left its The RMR Group share count unchanged in Q2 2026.
The RMR Group made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1325 holding.
Avion Wealth first reported a position in The RMR Group in Q2 2025 and has held it in 5 quarters since.
166 funds tracked by Wall St. Rank held The RMR Group as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.