KWA
RPC

Kingswood Wealth Advisors’s Ridgepost Capital RPC Stock Holding History

Kingswood Wealth Advisors’s Portfolio RPC Stock Details RPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$403K Hold
51,270
– – 0.02% 675
2026
Q1 		$372K Sell
51,270
-201
-0.4% -$1.82K 0.02% 640
2025
Q4 		$505K Buy
51,471
+27,897
+118% +$283K 0.02% 519
2025
Q3 		$256K Hold
23,574
– – 0.02% 680
2025
Q2 		$241K Hold
23,574
– – 0.02% 643
2025
Q1 		$277K Hold
23,574
– – 0.03% 574
2024
Q4 		$297K Buy
+23,574
New +$288K 0.02% 611

Other funds holding RPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Kingswood Wealth Advisors's RPC Position: Q2 2026 in Review

Kingswood Wealth Advisors held its Ridgepost Capital (RPC) position steady in Q2 2026 at 51,270 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #675.

Kingswood Wealth Advisors first reported a position in RPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $505K in Q4 2025. 97 funds tracked by Wall St. Rank hold RPC as of Q2 2026.

  • Kingswood Wealth Advisors held 51,270 shares of Ridgepost Capital worth $403K as of Q2 2026.
  • Kingswood Wealth Advisors left its Ridgepost Capital share count unchanged in Q2 2026.
  • Ridgepost Capital made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #675 holding.
  • Kingswood Wealth Advisors first reported a position in Ridgepost Capital in Q4 2024 and has held it in 7 quarters since.
  • Kingswood Wealth Advisors's Ridgepost Capital position peaked at $505K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Ridgepost Capital as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.