PWMAI
RPC

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Ridgepost Capital RPC Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q2 		$477K Buy
60,602
+3,434
+6% +$27.3K 0.13% 109
2026
Q1 		$415K Buy
57,168
+5,699
+11% +$51.7K 0.12% 114
2025
Q4 		$505K Buy
51,469
+19,039
+59% +$193K 0.15% 93
2025
Q3 		$353K Sell
32,430
-19,976
-38% -$238K 0.11% 106
2025
Q2 		$536K Buy
52,406
+26,500
+102% +$284K 0.18% 79
2025
Q1 		$304K Sell
25,906
-11,354
-30% -$144K 0.11% 112
2024
Q4 		$470K Sell
37,260
-7,958
-18% -$97.1K 0.19% 83
2024
Q3 		$484K Sell
45,218
-19,394
-30% -$191K 0.25% 56
2024
Q2 		$548K Buy
64,612
+7,416
+13% +$59.2K 0.31% 44
2024
Q1 		$482K Buy
57,196
+12,838
+29% +$112K 0.32% 50
2023
Q4 		$453K Buy
44,358
+9,366
+27% +$92.5K 0.29% 49
2023
Q3 		$408K Sell
34,992
-310
-0.9% -$3.63K 0.29% 48
2023
Q2 		$380K Buy
35,302
+652
+2% +$6.92K 0.28% 50
2023
Q1 		$350K Buy
34,650
+1,887
+6% +$20.3K 0.28% 48
2022
Q4 		$350K Buy
+32,763
New +$339K 0.3% 44

Other funds holding RPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
SWM
Seed Wealth Management Evanston, Illinois $158M AUM 17.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s RPC Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Ridgepost Capital (RPC) stake by 6% in Q2 2026, buying an estimated $27.3K and bringing the position to 60,602 shares worth $477K. The position accounts for 0.13% of the portfolio, ranked #109.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in RPC in Q4 2022 and has held it in 15 quarters since. The position peaked at $548K in Q2 2024. 47 funds tracked by Wall St. Rank hold RPC as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 60,602 shares of Ridgepost Capital worth $477K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 3,434 Ridgepost Capital shares in Q2 2026, an estimated $27.3K.
  • Ridgepost Capital made up 0.13% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #109 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Ridgepost Capital in Q4 2022 and has held it in 15 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Ridgepost Capital position peaked at $548K in Q2 2024.
  • 47 funds tracked by Wall St. Rank held Ridgepost Capital as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.