Independent Financial Group’s The RealReal REAL Stock Holding History

Independent Financial Group’s Portfolio REAL Stock Details REAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$880K	Sell	99,550 -9,000	-8%	-$97.2K	0.02%	733
2026 Q2	$1.28M	Buy	108,550 +11,050	+11%	+$118K	0.02%	596
2026 Q1	$885K	Sell	97,500 -44,237	-31%	-$560K	0.02%	672
2025 Q4	$2.24M	Sell	141,737 -35,227	-20%	-$460K	0.05%	361
2025 Q3	$1.88M	Buy	176,964 +32,114	+22%	+$238K	0.05%	403
2025 Q2	$694K	Buy	144,850 +800	+0.6%	+$4.4K	0.02%	658
2025 Q1	$776K	Sell	144,050 -30,370	-17%	-$230K	0.03%	555
2024 Q4	$1.91M	Sell	174,420 -29,030	-14%	-$154K	0.06%	308
2024 Q3	$639K	Sell	203,450 -500	-0.2%	-$1.5K	0.02%	573
2024 Q2	$651K	Sell	203,950 -6,100	-3%	-$22.5K	0.03%	524
2024 Q1	$821K	Sell	210,050 -10,750	-5%	-$25.6K	0.04%	427
2023 Q4	$444K	Buy	220,800 +209,300	+1,820%	+$407K	0.02%	588
2023 Q3	$24.3K	Buy	11,500 +1,500	+15%	+$3.66K	﹤0.01%	891
2023 Q2	$22.2K	Buy	+10,000	New	+$13.7K	﹤0.01%	868

Other funds holding REAL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Independent Financial Group's REAL Position: Q3 2026 in Review

Independent Financial Group reduced its The RealReal (REAL) stake by 8.3% in Q3 2026, selling an estimated $97.2K and leaving 99,550 shares worth $880K. The position accounts for 0.02% of the portfolio, ranked #733.

Independent Financial Group first reported a position in REAL in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.24M in Q4 2025. 7 funds tracked by Wall St. Rank hold REAL as of Q3 2026.

Independent Financial Group held 99,550 shares of The RealReal worth $880K as of Q3 2026.
Independent Financial Group sold 9,000 The RealReal shares in Q3 2026, an estimated $97.2K.
The RealReal made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #733 holding.
Independent Financial Group first reported a position in The RealReal in Q2 2023 and has held it in 14 quarters since.
Independent Financial Group's The RealReal position peaked at $2.24M in Q4 2025.
7 funds tracked by Wall St. Rank held The RealReal as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.