Golden State Wealth Management’s The RMR Group RMR Stock Holding History

Golden State Wealth Management’s Portfolio RMR Stock Details RMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$164	Hold	8	–	–	﹤0.01%	1575
2026 Q1	$124	Hold	8	–	–	﹤0.01%	1564
2025 Q4	$119	Hold	8	–	–	﹤0.01%	1642
2025 Q3	$126	Hold	8	–	–	﹤0.01%	1623
2025 Q2	$131	Hold	8	–	–	﹤0.01%	1537
2025 Q1	$133	Hold	8	–	–	﹤0.01%	1559
2024 Q4	$165	Buy	+8	New	+$185	﹤0.01%	1471
2020 Q2	–	Sell	-8	Closed	–	–	775
2020 Q1	$0	Buy	+8	New	+$310	﹤0.01%	1002

Other funds holding RMR

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

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

FFL

Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Golden State Wealth Management's RMR Position: Q2 2026 in Review

Golden State Wealth Management held its The RMR Group (RMR) position steady in Q2 2026 at 8 shares worth $164. The position accounts for ﹤0.01% of the portfolio, ranked #1575.

Golden State Wealth Management first reported a position in RMR in Q1 2020 and has held it in 8 quarters since. The position peaked at $165 in Q4 2024. 164 funds tracked by Wall St. Rank hold RMR as of Q2 2026.

Golden State Wealth Management held 8 shares of The RMR Group worth $164 as of Q2 2026.
Golden State Wealth Management left its The RMR Group share count unchanged in Q2 2026.
The RMR Group made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1575 holding.
Golden State Wealth Management first reported a position in The RMR Group in Q1 2020 and has held it in 8 quarters since.
Golden State Wealth Management's The RMR Group position peaked at $165 in Q4 2024.
164 funds tracked by Wall St. Rank held The RMR Group as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.