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Briaud Financial Planning’s Rollins ROL Stock Holding History

Briaud Financial Planning’s Portfolio ROL Stock Details ROL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-909
Closed -$51K – 274
2025
Q2 		$51K Hold
909
– – 0.02% 96
2025
Q1 		$49K Hold
909
– – 0.02% 88
2024
Q4 		$42K Hold
909
– – 0.02% 85
2024
Q3 		$45K Hold
909
– – 0.02% 64
2024
Q2 		$44K Hold
909
– – 0.03% 60
2024
Q1 		$43K Buy
+909
New +$40.1K 0.02% 57
2023
Q4 		– Sell
-2,633
Closed -$98K – 129
2023
Q3 		$98K Buy
+2,633
New +$106K 0.08% 36
2023
Q1 		– Sell
-7,627
Closed -$278K – 24
2022
Q4 		$278K Sell
7,627
-684
-8% -$26.6K 0.23% 16
2022
Q3 		$347K Buy
+8,311
New +$300K 0.31% 16

Other funds holding ROL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Briaud Financial Planning's ROL Position: Q3 2025 in Review

Briaud Financial Planning sold out of Rollins (ROL) in Q3 2025, closing a stake of 909 shares — an estimated $51K sold.

Briaud Financial Planning first reported a position in ROL in Q3 2022 and held it in 9 quarters. The position peaked at $347K in Q3 2022. 800 funds tracked by Wall St. Rank hold ROL as of Q3 2025.

  • Briaud Financial Planning reported no remaining Rollins position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 909 Rollins shares in Q3 2025, an estimated $51K.
  • Briaud Financial Planning first reported a position in Rollins in Q3 2022 and held it in 9 quarters.
  • Briaud Financial Planning's Rollins position peaked at $347K in Q3 2022.
  • 800 funds tracked by Wall St. Rank held Rollins as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.