CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Ridgepost Capital RPC Stock Holding History

CAPTRUST Financial Advisors’s Portfolio RPC Stock Details RPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$419K Buy
+56,369
New +$469K ﹤0.01% 2372
2024
Q4 		– Sell
-12,922
Closed -$138K – 2378
2024
Q3 		$138K Buy
12,922
+258
+2% +$2.54K ﹤0.01% 2181
2024
Q2 		$107K Sell
12,664
-806
-6% -$6.43K ﹤0.01% 2110
2024
Q1 		$113K Sell
13,470
-110
-0.8% -$964 ﹤0.01% 2049
2023
Q4 		$139K Sell
13,580
-628
-4% -$6.2K ﹤0.01% 2479
2023
Q3 		$166K Buy
14,208
+413
+3% +$4.83K ﹤0.01% 2339
2023
Q2 		$156K Hold
13,795
– – ﹤0.01% 2318
2023
Q1 		$139K Buy
13,795
+1,295
+10% +$13.9K ﹤0.01% 2113
2022
Q4 		$133K Hold
12,500
– – ﹤0.01% 2017
2022
Q3 		$132K Hold
12,500
– – ﹤0.01% 1899
2022
Q2 		$139K Hold
12,500
– – ﹤0.01% 1958
2022
Q1 		$152K Hold
12,500
– – ﹤0.01% 1930
2021
Q4 		$175K Buy
+12,500
New +$165K ﹤0.01% 1742

Other funds holding RPC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

CAPTRUST Financial Advisors's RPC Position: Q3 2026 in Review

CAPTRUST Financial Advisors opened a new position in Ridgepost Capital (RPC) in Q3 2026: 56,369 shares worth $419K. The stake represents ﹤0.01% of the portfolio and ranks #2372 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in RPC as recently as Q3 2024.

CAPTRUST Financial Advisors first reported a position in RPC in Q4 2021 and has held it in 13 quarters since. 87 funds tracked by Wall St. Rank hold RPC as of Q3 2026.

  • CAPTRUST Financial Advisors held 56,369 shares of Ridgepost Capital worth $419K as of Q3 2026.
  • Ridgepost Capital was a new CAPTRUST Financial Advisors position in Q3 2026.
  • Ridgepost Capital made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #2372 holding.
  • CAPTRUST Financial Advisors first reported a position in Ridgepost Capital in Q4 2021 and has held it in 13 quarters since.
  • 87 funds tracked by Wall St. Rank held Ridgepost Capital as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.