Heritage Wealth Advisors
RPC icon

Heritage Wealth Advisors’s Ridgepost Capital RPC Stock Holding History

Heritage Wealth Advisors’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 		$514K Hold
65,277
– – 0.02% 128
2026
Q1 		$474K Hold
65,277
– – 0.02% 134
2025
Q4 		$640K Hold
65,277
– – 0.02% 131
2025
Q3 		$710K Buy
+65,277
New +$776K 0.03% 107

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River Road Asset Management
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Fidelity Investments
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Vanguard Portfolio Management
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Vanguard Capital Management
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JP Morgan Chase
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Heritage Wealth Advisors's RPC Position: Q2 2026 in Review

Heritage Wealth Advisors held its Ridgepost Capital (RPC) position steady in Q2 2026 at 65,277 shares worth $514K. The position accounts for 0.02% of the portfolio, ranked #128.

Heritage Wealth Advisors first reported a position in RPC in Q3 2025 and has held it in 4 quarters since. The position peaked at $710K in Q3 2025. 138 funds tracked by Wall St. Rank hold RPC as of Q2 2026.

  • Heritage Wealth Advisors held 65,277 shares of Ridgepost Capital worth $514K as of Q2 2026.
  • Heritage Wealth Advisors left its Ridgepost Capital share count unchanged in Q2 2026.
  • Ridgepost Capital made up 0.02% of Heritage Wealth Advisors's portfolio in Q2 2026, its #128 holding.
  • Heritage Wealth Advisors first reported a position in Ridgepost Capital in Q3 2025 and has held it in 4 quarters since.
  • Heritage Wealth Advisors's Ridgepost Capital position peaked at $710K in Q3 2025.
  • 138 funds tracked by Wall St. Rank held Ridgepost Capital as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.