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Kerr Financial Planning’s Rambus RMBS Stock Holding History

Kerr Financial Planning’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
Q2 		$777K Sell
5,850
-200
-3% -$26K 0.87% 26
2026
Q1 		$661K Sell
6,050
-1,900
-24% -$190K 0.47% 25
2025
Q4 		$787K Hold
7,950
– – 1.06% 19
2025
Q3 		$742K Buy
+7,950
New +$613K 1.05% 18

Other funds holding RMBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kerr Financial Planning's RMBS Position: Q2 2026 in Review

Kerr Financial Planning reduced its Rambus (RMBS) stake by 3.3% in Q2 2026, selling an estimated $26K and leaving 5,850 shares worth $777K. The position accounts for 0.87% of the portfolio, ranked #26.

Kerr Financial Planning first reported a position in RMBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $787K in Q4 2025. 614 funds tracked by Wall St. Rank hold RMBS as of Q2 2026.

  • Kerr Financial Planning held 5,850 shares of Rambus worth $777K as of Q2 2026.
  • Kerr Financial Planning sold 200 Rambus shares in Q2 2026, an estimated $26K.
  • Rambus made up 0.87% of Kerr Financial Planning's portfolio in Q2 2026, its #26 holding.
  • Kerr Financial Planning first reported a position in Rambus in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Rambus position peaked at $787K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Rambus as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.