MWM
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Modern Wealth Management’s Riskified RSKD Stock Holding History

Modern Wealth Management’s Portfolio RSKD Stock Details RSKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$71.8K Buy
14,252
+169
+1% +$788 ﹤0.01% 1088
2026
Q1 		$55.8K Buy
+14,083
New +$62.4K ﹤0.01% 871

Other funds holding RSKD

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MCM
Monimus Capital Management Woodbridge, New Jersey $432M AUM 20.27% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
CC
Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Modern Wealth Management's RSKD Position: Q2 2026 in Review

Modern Wealth Management increased its Riskified (RSKD) stake by 1.2% in Q2 2026, buying an estimated $788 and bringing the position to 14,252 shares worth $71.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Modern Wealth Management first reported a position in RSKD in Q1 2026 and has held it in 2 quarters since. 111 funds tracked by Wall St. Rank hold RSKD as of Q2 2026.

  • Modern Wealth Management held 14,252 shares of Riskified worth $71.8K as of Q2 2026.
  • Modern Wealth Management bought 169 Riskified shares in Q2 2026, an estimated $788.
  • Riskified made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1088 holding.
  • Modern Wealth Management first reported a position in Riskified in Q1 2026 and has held it in 2 quarters since.
  • 111 funds tracked by Wall St. Rank held Riskified as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.