IFG
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Independent Financial Group’s Research Solutions RSSS Stock Holding History

Independent Financial Group’s Portfolio RSSS Stock Details RSSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-48,989
Closed -$203K – 1253
2024
Q4 		$203K Buy
+48,989
New +$155K 0.01% 1099

Other funds holding RSSS

NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $875M AUM 20.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Independent Financial Group's RSSS Position: Q1 2025 in Review

Independent Financial Group sold out of Research Solutions (RSSS) in Q1 2025, closing a stake of 48,989 shares — an estimated $203K sold.

Independent Financial Group first reported a position in RSSS in Q4 2024 and held it in 1 quarter. The position peaked at $203K in Q4 2024. 46 funds tracked by Wall St. Rank hold RSSS as of Q1 2025.

  • Independent Financial Group reported no remaining Research Solutions position as of Q1 2025 after selling out during the quarter.
  • Independent Financial Group sold 48,989 Research Solutions shares in Q1 2025, an estimated $203K.
  • Independent Financial Group first reported a position in Research Solutions in Q4 2024 and held it in 1 quarter.
  • Independent Financial Group's Research Solutions position peaked at $203K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held Research Solutions as of Q1 2025.

Based on Independent Financial Group's 13F filing for Q1 2025, filed 19 May 2026.