Norris Financial Group’s RingCentral RNG Stock Holding History

Norris 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
2025 Q1	–	Sell	-32,956	Closed	-$1.15M	–	101
2024 Q4	$1.15M	Buy	+32,956	New	+$1.18M	0.54%	44

Other funds holding RNG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norris Financial Group's RNG Position: Q1 2025 in Review

Norris Financial Group sold out of RingCentral (RNG) in Q1 2025, closing a stake of 32,956 shares — an estimated $1.15M sold.

Norris Financial Group first reported a position in RNG in Q4 2024 and held it in 1 quarter. The position peaked at $1.15M in Q4 2024. 298 funds tracked by Wall St. Rank hold RNG as of Q1 2025.

Norris Financial Group reported no remaining RingCentral position as of Q1 2025 after selling out during the quarter.
Norris Financial Group sold 32,956 RingCentral shares in Q1 2025, an estimated $1.15M.
Norris Financial Group first reported a position in RingCentral in Q4 2024 and held it in 1 quarter.
Norris Financial Group's RingCentral position peaked at $1.15M in Q4 2024.
298 funds tracked by Wall St. Rank held RingCentral as of Q1 2025.

Based on Norris Financial Group's 13F filing for Q1 2025, filed 20 May 2026.