JFS Wealth Advisors’s RingCentral RNG Stock Holding History

JFS Wealth Advisors’s Portfolio RNG Stock Details RNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.36K	Hold	35	–	–	﹤0.01%	1726
2026 Q1	$1.3K	Sell	35 -2	-5%	-$64	﹤0.01%	1619
2025 Q4	$1.07K	Sell	37 -2,481	-99%	-$70.6K	﹤0.01%	1693
2025 Q3	$71.4K	Buy	2,518 +2,493	+9,972%	+$72.6K	﹤0.01%	452
2025 Q2	$709	Buy	25 +4	+19%	+$103	﹤0.01%	1640
2025 Q1	$520	Sell	21 -12	-36%	-$374	﹤0.01%	1763
2024 Q4	$1.16K	Hold	33	–	–	﹤0.01%	1648
2024 Q3	$1.04K	Buy	33 +7	+27%	+$221	﹤0.01%	1686
2024 Q2	$734	Buy	+26	New	+$836	﹤0.01%	1738
2022 Q3	–	Sell	-12	Closed	-$1K	–	1899
2022 Q2	$1K	Buy	12 +8	+200%	+$607	﹤0.01%	1622
2022 Q1	$0	Buy	4 +2	+100%	+$294	﹤0.01%	1943
2021 Q4	$0	Buy	+2	New	+$444	﹤0.01%	1855

Other funds holding RNG

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

JFS Wealth Advisors's RNG Position: Q2 2026 in Review

JFS Wealth Advisors held its RingCentral (RNG) position steady in Q2 2026 at 35 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

JFS Wealth Advisors first reported a position in RNG in Q4 2021 and has held it in 12 quarters since. The position peaked at $71.4K in Q3 2025. 379 funds tracked by Wall St. Rank hold RNG as of Q2 2026.

JFS Wealth Advisors held 35 shares of RingCentral worth $1.36K as of Q2 2026.
JFS Wealth Advisors left its RingCentral share count unchanged in Q2 2026.
RingCentral made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1726 holding.
JFS Wealth Advisors first reported a position in RingCentral in Q4 2021 and has held it in 12 quarters since.
JFS Wealth Advisors's RingCentral position peaked at $71.4K in Q3 2025.
379 funds tracked by Wall St. Rank held RingCentral as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.