Madrona Financial Services
RDVT icon

Madrona Financial Services’s Red Violet RDVT Stock Holding History

Madrona Financial Services’s Portfolio RDVT Stock Details RDVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.14M Sell
27,043
-3,484
-11% -$246K 0.33% 46
2026
Q2 		$1.95M Sell
30,527
-6,806
-18% -$322K 0.36% 37
2026
Q1 		$1.29M Buy
37,333
+565
+2% +$24.8K 0.28% 43
2025
Q4 		$2.09M Buy
+36,768
New +$1.99M 0.45% 32

Other funds holding RDVT

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Brown Capital Management
Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Madrona Financial Services's RDVT Position: Q3 2026 in Review

Madrona Financial Services reduced its Red Violet (RDVT) stake by 11% in Q3 2026, selling an estimated $246K and leaving 27,043 shares worth $2.14M. The position accounts for 0.33% of the portfolio, ranked #46.

Madrona Financial Services first reported a position in RDVT in Q4 2025 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold RDVT as of Q3 2026.

  • Madrona Financial Services held 27,043 shares of Red Violet worth $2.14M as of Q3 2026.
  • Madrona Financial Services sold 3,484 Red Violet shares in Q3 2026, an estimated $246K.
  • Red Violet made up 0.33% of Madrona Financial Services's portfolio in Q3 2026, its #46 holding.
  • Madrona Financial Services first reported a position in Red Violet in Q4 2025 and has held it in 4 quarters since.
  • 74 funds tracked by Wall St. Rank held Red Violet as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.