Larson Financial Group’s RingCentral RNG Stock Holding History

Larson Financial Group’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 Q1	$73.2K	Buy	1,968 +1,785	+975%	+$57.5K	﹤0.01%	1145
2025 Q4	$5.29K	Buy	183 +69	+61%	+$1.97K	﹤0.01%	2434
2025 Q3	$3.23K	Buy	+114	New	+$3.32K	﹤0.01%	2517
2025 Q2	–	Sell	-300	Closed	-$7.43K	–	3470
2025 Q1	$7.43K	Hold	300	–	–	﹤0.01%	1751
2024 Q4	$10.5K	Hold	300	–	–	﹤0.01%	1466
2024 Q3	$9.49K	Hold	300	–	–	﹤0.01%	1499
2024 Q2	$8.46K	Hold	300	–	–	﹤0.01%	1308
2024 Q1	$10.4K	Sell	300 -4	-1%	-$135	﹤0.01%	1031
2023 Q4	$10.3K	Sell	304 -5	-2%	-$149	﹤0.01%	1008
2023 Q3	$9.16K	Buy	309 +250	+424%	+$8.3K	﹤0.01%	1024
2023 Q2	$1.93K	Hold	59	–	–	﹤0.01%	1271
2023 Q1	$1.81K	Hold	59	–	–	﹤0.01%	1257
2022 Q4	$2.09K	Hold	59	–	–	﹤0.01%	1186
2022 Q3	$2K	Hold	59	–	–	﹤0.01%	1136
2022 Q2	$3K	Sell	59 -171	-74%	-$13K	﹤0.01%	982
2022 Q1	$27K	Sell	230 -7	-3%	-$1.03K	﹤0.01%	480
2021 Q4	$44K	Buy	+237	New	+$52.6K	0.01%	401
2020 Q3	–	Sell	-70	Closed	-$20K	–	827
2020 Q2	$20K	Buy	+70	New	+$17.7K	0.01%	286

Other funds holding RNG

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

Capital World Investors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return