Independent Financial Group’s Rambus RMBS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$728K	Buy	6,820 +4	+0.1%	+$386	0.01%	814
2026 Q2	$905K	Buy	6,816 +291	+4%	+$37.8K	0.02%	735
2026 Q1	$561K	Sell	6,525 -370	-5%	-$36.9K	0.01%	878
2025 Q4	$634K	Sell	6,895 -4,836	-41%	-$476K	0.01%	783
2025 Q3	$1.22M	Buy	11,731 +5,231	+80%	+$403K	0.03%	544
2025 Q2	$416K	Hold	6,500	–	–	0.01%	859
2025 Q1	$337K	Buy	+6,500	New	+$382K	0.01%	879
2023 Q3	–	Sell	-4,020	Closed	-$258K	–	946
2023 Q2	$258K	Buy	+4,020	New	+$221K	0.02%	709

Other funds holding RMBS

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

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

TAM

Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

MEAC

M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

FFA

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

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

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

Independent Financial Group increased its Rambus (RMBS) stake by 0.06% in Q3 2026, buying an estimated $386 and bringing the position to 6,820 shares worth $728K. The position accounts for 0.01% of the portfolio, ranked #814.

Independent Financial Group first reported a position in RMBS in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.22M in Q3 2025. 28 funds tracked by Wall St. Rank hold RMBS as of Q3 2026.

Independent Financial Group held 6,820 shares of Rambus worth $728K as of Q3 2026.
Independent Financial Group bought 4 Rambus shares in Q3 2026, an estimated $386.
Rambus made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #814 holding.
Independent Financial Group first reported a position in Rambus in Q2 2023 and has held it in 8 quarters since.
Independent Financial Group's Rambus position peaked at $1.22M in Q3 2025.
28 funds tracked by Wall St. Rank held Rambus as of Q3 2026.

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