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Gallagher Fiduciary Advisors’s Ring Energy REI Stock Holding History

Gallagher Fiduciary Advisors’s Portfolio REI Stock Details REI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-174,070
Closed -$200K – 340
2025
Q1 		$200K Buy
174,070
+27,798
+19% +$36.3K 0.01% 290
2024
Q4 		$199K Buy
146,272
+2,765
+2% +$4.15K 0.04% 280
2024
Q3 		$230K Buy
+143,507
New +$257K 0.05% 236

Other funds holding REI

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Gallagher Fiduciary Advisors's REI Position: Q2 2025 in Review

Gallagher Fiduciary Advisors sold out of Ring Energy (REI) in Q2 2025, closing a stake of 174,070 shares — an estimated $200K sold.

Gallagher Fiduciary Advisors first reported a position in REI in Q3 2024 and held it in 3 quarters. The position peaked at $230K in Q3 2024. 132 funds tracked by Wall St. Rank hold REI as of Q2 2025.

  • Gallagher Fiduciary Advisors reported no remaining Ring Energy position as of Q2 2025 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 174,070 Ring Energy shares in Q2 2025, an estimated $200K.
  • Gallagher Fiduciary Advisors first reported a position in Ring Energy in Q3 2024 and held it in 3 quarters.
  • Gallagher Fiduciary Advisors's Ring Energy position peaked at $230K in Q3 2024.
  • 132 funds tracked by Wall St. Rank held Ring Energy as of Q2 2025.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.