HWA
RPC

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
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

Other funds holding RPC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Heritage Wealth Advisors's RPC Position: Q1 2026 in Review

Heritage Wealth Advisors held its Ridgepost Capital (RPC) position steady in Q1 2026 at 65,277 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #134.

Heritage Wealth Advisors first reported a position in RPC in Q3 2025 and has held it in 3 quarters since. The position peaked at $710K in Q3 2025. 136 funds tracked by Wall St. Rank hold RPC as of Q1 2026.

  • Heritage Wealth Advisors held 65,277 shares of Ridgepost Capital worth $474K as of Q1 2026.
  • Heritage Wealth Advisors left its Ridgepost Capital share count unchanged in Q1 2026.
  • Ridgepost Capital made up 0.02% of Heritage Wealth Advisors's portfolio in Q1 2026, its #134 holding.
  • Heritage Wealth Advisors first reported a position in Ridgepost Capital in Q3 2025 and has held it in 3 quarters since.
  • Heritage Wealth Advisors's Ridgepost Capital position peaked at $710K in Q3 2025.
  • 136 funds tracked by Wall St. Rank held Ridgepost Capital as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.