Center for Financial Planning’s RE/MAX Holdings RMAX Stock Holding History

Center for Financial Planning’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
2026 Q2	$19.7K	Hold	2,000	–	–	﹤0.01%	425
2026 Q1	$11.5K	Hold	2,000	–	–	﹤0.01%	478
2025 Q4	$15.2K	Hold	2,000	–	–	﹤0.01%	443
2025 Q3	$18.9K	Hold	2,000	–	–	﹤0.01%	425
2025 Q2	$16.4K	Hold	2,000	–	–	﹤0.01%	411
2025 Q1	$16.7K	Hold	2,000	–	–	﹤0.01%	415
2024 Q4	$21.3K	Hold	2,000	–	–	﹤0.01%	344
2024 Q3	$24.9K	Hold	2,000	–	–	﹤0.01%	313
2024 Q2	$16.2K	Buy	+2,000	New	+$16.2K	﹤0.01%	335
2024 Q1	–	Sell	-2,000	Closed	-$26.7K	–	615
2023 Q4	$26.7K	Hold	2,000	–	–	﹤0.01%	287
2023 Q3	$25.9K	Hold	2,000	–	–	0.01%	284
2023 Q2	$38.5K	Hold	2,000	–	–	0.01%	261
2023 Q1	$37.5K	Hold	2,000	–	–	0.01%	247
2022 Q4	$37.3K	Buy	+2,000	New	+$38.1K	0.01%	243
2022 Q3	–	Sell	-3,325	Closed	-$82K	–	675
2022 Q2	$82K	Hold	3,325	–	–	0.02%	175
2022 Q1	$92K	Hold	3,325	–	–	0.02%	181
2021 Q4	$101K	Hold	3,325	–	–	0.02%	172
2021 Q3	$104K	Hold	3,325	–	–	0.03%	161
2021 Q2	$111K	Hold	3,325	–	–	0.03%	159
2021 Q1	$131K	Sell	3,325 -1,000	-23%	-$39.2K	0.03%	145
2020 Q4	$157K	Hold	4,325	–	–	0.04%	132
2020 Q3	$142K	Hold	4,325	–	–	0.05%	132
2020 Q2	$136K	Hold	4,325	–	–	0.05%	131
2020 Q1	$95K	Buy	4,325 +1,325	+44%	+$43.2K	0.03%	136
2019 Q4	$115K	Buy	+3,000	New	+$108K	0.03%	130

Other funds holding RMAX

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ECM

ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

Center for Financial Planning's RMAX Position: Q2 2026 in Review

Center for Financial Planning held its RE/MAX Holdings (RMAX) position steady in Q2 2026 at 2,000 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Center for Financial Planning first reported a position in RMAX in Q4 2019 and has held it in 25 quarters since. The position peaked at $157K in Q4 2020. 124 funds tracked by Wall St. Rank hold RMAX as of Q2 2026.

Center for Financial Planning held 2,000 shares of RE/MAX Holdings worth $19.7K as of Q2 2026.
Center for Financial Planning left its RE/MAX Holdings share count unchanged in Q2 2026.
RE/MAX Holdings made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #425 holding.
Center for Financial Planning first reported a position in RE/MAX Holdings in Q4 2019 and has held it in 25 quarters since.
Center for Financial Planning's RE/MAX Holdings position peaked at $157K in Q4 2020.
124 funds tracked by Wall St. Rank held RE/MAX Holdings as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.