NewEdge Advisors
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NewEdge Advisors’s RiverNorth Capital and Income Fund RSF Stock Holding History

NewEdge Advisors’s Portfolio RSF Stock Details RSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$175K Sell
12,000
-1,200
-9% -$17.5K ﹤0.01% 2808
2026
Q1 		$192K Sell
13,200
-2,600
-16% -$37.7K ﹤0.01% 2601
2025
Q4 		$227K Sell
15,800
-400
-2% -$5.84K ﹤0.01% 2505
2025
Q3 		$238K Sell
16,200
-300
-2% -$4.4K ﹤0.01% 2315
2025
Q2 		$240K Sell
16,500
-1,745
-10% -$26K ﹤0.01% 2129
2025
Q1 		$275K Sell
18,245
-302
-2% -$4.55K ﹤0.01% 1952
2024
Q4 		$284K Sell
18,547
-303
-2% -$4.62K ﹤0.01% 1909
2024
Q3 		$288K Sell
18,850
-2,318
-11% -$35K ﹤0.01% 1832
2024
Q2 		$323K Buy
21,168
+1,714
+9% +$25.9K ﹤0.01% 1677
2024
Q1 		$306K Buy
19,454
+2,826
+17% +$44.2K ﹤0.01% 1636
2023
Q4 		$257K Buy
16,628
+1,225
+8% +$18.5K ﹤0.01% 1608
2023
Q3 		$230K Sell
15,403
-12,752
-45% -$193K ﹤0.01% 1574
2023
Q2 		$426K Buy
28,155
+1,530
+6% +$23.1K ﹤0.01% 1268
2023
Q1 		$400K Buy
26,625
+1,429
+6% +$22.3K 0.01% 1210
2022
Q4 		$418K Sell
25,196
-408
-2% -$6.91K 0.01% 859
2022
Q3 		$431K Buy
25,604
+816
+3% +$14.4K 0.01% 1041
2022
Q2 		$438K Buy
24,788
+306
+1% +$5.54K 0.01% 1049
2022
Q1 		$466K Sell
24,482
-5,509
-18% -$105K 0.01% 867
2021
Q4 		$564K Buy
+29,991
New +$577K 0.01% 1014

Other funds holding RSF

CL
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Significant Wealth Partners
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
Clear Street
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Waverly Advisors
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Icon Advisers
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return
Palatine Hill Wealth Management
Palatine Hill Wealth Management Birmingham, Michigan $124M AUM
Everstar Asset Management
Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors's RSF Position: Q2 2026 in Review

NewEdge Advisors reduced its RiverNorth Capital and Income Fund (RSF) stake by 9.1% in Q2 2026, selling an estimated $17.5K and leaving 12,000 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #2808.

NewEdge Advisors first reported a position in RSF in Q4 2021 and has held it in 19 quarters since. The position peaked at $564K in Q4 2021. 16 funds tracked by Wall St. Rank hold RSF as of Q2 2026.

  • NewEdge Advisors held 12,000 shares of RiverNorth Capital and Income Fund worth $175K as of Q2 2026.
  • NewEdge Advisors sold 1,200 RiverNorth Capital and Income Fund shares in Q2 2026, an estimated $17.5K.
  • RiverNorth Capital and Income Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2808 holding.
  • NewEdge Advisors first reported a position in RiverNorth Capital and Income Fund in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Advisors's RiverNorth Capital and Income Fund position peaked at $564K in Q4 2021.
  • 16 funds tracked by Wall St. Rank held RiverNorth Capital and Income Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.