DAS
RSSS icon

Dynamic Advisor Solutions’s Research Solutions RSSS Stock Holding History

Dynamic Advisor Solutions’s Portfolio RSSS Stock Details RSSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$848K Buy
365,599
+47,907
+15% +$114K 0.02% 524
2026
Q1 		$718K Buy
317,692
+28,175
+10% +$72K 0.02% 546
2025
Q4 		$851K Buy
289,517
+13,483
+5% +$42K 0.03% 501
2025
Q3 		$1.03M Sell
276,034
-6,668
-2% -$20.4K 0.03% 461
2025
Q2 		$811K Buy
282,702
+99,009
+54% +$271K 0.03% 500
2025
Q1 		$478K Buy
183,693
+1,111
+0.6% +$3.79K 0.02% 595
2024
Q4 		$758K Sell
182,582
-4,540
-2% -$14.3K 0.03% 364
2024
Q3 		$511K Buy
187,122
+14,950
+9% +$40.3K 0.02% 613
2024
Q2 		$439K Buy
172,172
+50,655
+42% +$144K 0.01% 657
2024
Q1 		$384K Sell
121,517
-6,870
-5% -$19.7K 0.01% 680
2023
Q4 		$353K Sell
128,387
-898
-0.7% -$2.19K 0.01% 671
2023
Q3 		$323K Buy
129,285
+520
+0.4% +$1.15K 0.02% 636
2023
Q2 		$263K Buy
128,765
+4,685
+4% +$9.83K 0.01% 661
2023
Q1 		$249K Buy
124,080
+1,019
+0.8% +$2.14K 0.01% 642
2022
Q4 		$236K Buy
123,061
+4,126
+3% +$8.42K 0.02% 616
2022
Q3 		$243K Buy
118,935
+3,930
+3% +$7.32K 0.02% 580
2022
Q2 		$205K Buy
115,005
+56,380
+96% +$110K 0.02% 647
2022
Q1 		$125K Buy
58,625
+9,271
+19% +$20.4K 0.01% 701
2021
Q4 		$121K Buy
49,354
+5,890
+14% +$14.6K 0.01% 700
2021
Q3 		$114K Hold
43,464
– – 0.01% 718
2021
Q2 		$124K Buy
43,464
+200
+0.5% +$474 0.01% 702
2021
Q1 		$100K Buy
+43,264
New +$102K 0.01% 644

Other funds holding RSSS

NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NL
Navalign LLC Encino, California $429M AUM 18.12% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Dynamic Advisor Solutions's RSSS Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Research Solutions (RSSS) stake by 15% in Q2 2026, buying an estimated $114K and bringing the position to 365,599 shares worth $848K. The position accounts for 0.02% of the portfolio, ranked #524.

Dynamic Advisor Solutions first reported a position in RSSS in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.03M in Q3 2025. 36 funds tracked by Wall St. Rank hold RSSS as of Q2 2026.

  • Dynamic Advisor Solutions held 365,599 shares of Research Solutions worth $848K as of Q2 2026.
  • Dynamic Advisor Solutions bought 47,907 Research Solutions shares in Q2 2026, an estimated $114K.
  • Research Solutions made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #524 holding.
  • Dynamic Advisor Solutions first reported a position in Research Solutions in Q1 2021 and has held it in 22 quarters since.
  • Dynamic Advisor Solutions's Research Solutions position peaked at $1.03M in Q3 2025.
  • 36 funds tracked by Wall St. Rank held Research Solutions as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.