BFA
RMAX

Brendel Financial Advisors’s RE/MAX Holdings RMAX Stock Holding History

Brendel Financial Advisors’s Portfolio RMAX Stock Details RMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-37,140
Closed -$350K – 115
2025
Q3 		$350K Buy
+37,140
New +$328K 0.18% 78

Other funds holding RMAX

MG
Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Brendel Financial Advisors's RMAX Position: Q4 2025 in Review

Brendel Financial Advisors sold out of RE/MAX Holdings (RMAX) in Q4 2025, closing a stake of 37,140 shares — an estimated $350K sold.

Brendel Financial Advisors first reported a position in RMAX in Q3 2025 and held it in 1 quarter. The position peaked at $350K in Q3 2025. 125 funds tracked by Wall St. Rank hold RMAX as of Q4 2025.

  • Brendel Financial Advisors reported no remaining RE/MAX Holdings position as of Q4 2025 after selling out during the quarter.
  • Brendel Financial Advisors sold 37,140 RE/MAX Holdings shares in Q4 2025, an estimated $350K.
  • Brendel Financial Advisors first reported a position in RE/MAX Holdings in Q3 2025 and held it in 1 quarter.
  • Brendel Financial Advisors's RE/MAX Holdings position peaked at $350K in Q3 2025.
  • 125 funds tracked by Wall St. Rank held RE/MAX Holdings as of Q4 2025.

Based on Brendel Financial Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.