IFS
RH icon

Integrated Financial Solutions’s RH RH Stock Holding History

Integrated Financial Solutions’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.13M Sell
9,245
-8,350
-47% -$1.32M 0.58% 20
2026
Q2 		$2.9M Buy
17,595
+1,195
+7% +$165K 1.57% 15
2026
Q1 		$2.29M Buy
16,400
+1,025
+7% +$187K 1.59% 14
2025
Q4 		$2.75M Buy
15,375
+8,785
+133% +$1.5M 1.65% 13
2025
Q3 		$1.34M Buy
6,590
+1,110
+20% +$241K 0.92% 17
2025
Q2 		$1.04M Buy
+5,480
New +$1.02M 0.88% 16

Other funds holding RH

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Integrated Financial Solutions's RH Position: Q3 2026 in Review

Integrated Financial Solutions reduced its RH (RH) stake by 47% in Q3 2026, selling an estimated $1.32M and leaving 9,245 shares worth $1.13M. The position accounts for 0.58% of the portfolio, ranked #20.

Integrated Financial Solutions first reported a position in RH in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.9M in Q2 2026. 9 funds tracked by Wall St. Rank hold RH as of Q3 2026.

  • Integrated Financial Solutions held 9,245 shares of RH worth $1.13M as of Q3 2026.
  • Integrated Financial Solutions sold 8,350 RH shares in Q3 2026, an estimated $1.32M.
  • RH made up 0.58% of Integrated Financial Solutions's portfolio in Q3 2026, its #20 holding.
  • Integrated Financial Solutions first reported a position in RH in Q2 2025 and has held it in 6 quarters since.
  • Integrated Financial Solutions's RH position peaked at $2.9M in Q2 2026.
  • 9 funds tracked by Wall St. Rank held RH as of Q3 2026.

Based on Integrated Financial Solutions's 13F filing for Q3 2026, filed 9 Oct 2026.