JSF Financial’s Republic Services RSG Stock Holding History

JSF Financial’s Portfolio RSG Stock Details RSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5,297	Closed	-$1.22M	–	142
2025 Q3	$1.22M	Buy	5,297 +80	+2%	+$18.8K	0.27%	55
2025 Q2	$1.29M	Buy	5,217 +158	+3%	+$39K	0.31%	44
2025 Q1	$1.23M	Buy	5,059 +422	+9%	+$94.6K	0.32%	44
2024 Q4	$933K	Buy	4,637 +248	+6%	+$51.4K	0.25%	58
2024 Q3	$882K	Buy	4,389 +395	+10%	+$79.5K	0.26%	56
2024 Q2	$776K	Buy	3,994 +252	+7%	+$47.6K	0.24%	59
2024 Q1	$716K	Buy	3,742 +153	+4%	+$27.1K	0.22%	60
2023 Q4	$592K	Buy	3,589 +17	+0.5%	+$2.64K	0.21%	56
2023 Q3	$509K	Buy	3,572 +15	+0.4%	+$2.23K	0.2%	64
2023 Q2	$545K	Buy	+3,557	New	+$509K	0.19%	61
2022 Q1	–	Sell	-3,065	Closed	-$427K	–	138
2021 Q4	$427K	Buy	3,065 +357	+13%	+$47.4K	0.21%	59
2021 Q3	$325K	Buy	2,708 +243	+10%	+$29.1K	0.16%	72
2021 Q2	$271K	Buy	2,465 +170	+7%	+$18.3K	0.16%	82
2021 Q1	$228K	Buy	2,295 +11	+0.5%	+$1.03K	0.14%	82
2020 Q4	$220K	Buy	+2,284	New	+$217K	0.15%	80

Other funds holding RSG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return