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Bell Investment Advisors’s Ring Energy REI Stock Holding History

Bell Investment Advisors’s Portfolio REI Stock Details REI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-581
Closed -$634 – 1927
2025
Q3 		$634 Sell
581
-64
-10% -$58 ﹤0.01% 1685
2025
Q2 		$513 Buy
+645
New +$546 ﹤0.01% 1758

Other funds holding REI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $157M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bell Investment Advisors's REI Position: Q4 2025 in Review

Bell Investment Advisors sold out of Ring Energy (REI) in Q4 2025, closing a stake of 581 shares — an estimated $634 sold.

Bell Investment Advisors first reported a position in REI in Q2 2025 and held it in 2 quarters. The position peaked at $634 in Q3 2025. 109 funds tracked by Wall St. Rank hold REI as of Q4 2025.

  • Bell Investment Advisors reported no remaining Ring Energy position as of Q4 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 581 Ring Energy shares in Q4 2025, an estimated $634.
  • Bell Investment Advisors first reported a position in Ring Energy in Q2 2025 and held it in 2 quarters.
  • Bell Investment Advisors's Ring Energy position peaked at $634 in Q3 2025.
  • 109 funds tracked by Wall St. Rank held Ring Energy as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.