Farther Finance Advisors’s RingCentral RNG Stock Holding History

Farther Finance Advisors’s Portfolio RNG Stock Details RNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$171K	Buy	4,479 +487	+12%	+$15.7K	﹤0.01%	2127
2025 Q4	$115K	Buy	3,992 +3,782	+1,801%	+$108K	﹤0.01%	2253
2025 Q3	$5.95K	Hold	210	–	–	﹤0.01%	3682
2025 Q2	$5.95K	Buy	210 +83	+65%	+$2.14K	﹤0.01%	3292
2025 Q1	$3.22K	Buy	127 +100	+370%	+$3.12K	﹤0.01%	3218
2024 Q4	$945	Sell	27 -266	-91%	-$9.56K	﹤0.01%	3267
2024 Q3	$9.27K	Sell	293 -63	-18%	-$1.99K	﹤0.01%	2396
2024 Q2	$10.5K	Sell	356 -1	-0.3%	-$32	﹤0.01%	2060
2024 Q1	$12K	Buy	357 +1	+0.3%	+$34	﹤0.01%	1689
2023 Q4	$12.1K	Buy	+356	New	+$10.6K	﹤0.01%	1533
2023 Q2	–	Sell	-21	Closed	-$644	–	2562
2023 Q1	$644	Hold	21	–	–	﹤0.01%	1942
2022 Q4	$743	Buy	+21	New	+$751	﹤0.01%	1724

Other funds holding RNG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return