Optimize Financial’s Post Holdings POST Stock Holding History

Optimize Financial’s Portfolio POST Stock Details POST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,601	Closed	-$555K	–	423
2025 Q4	$555K	Buy	5,601 +80	+1%	+$8.28K	0.28%	100
2025 Q3	$593K	Buy	+5,521	New	+$592K	0.31%	71

Other funds holding POST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Optimize Financial's POST Position: Q1 2026 in Review

Optimize Financial sold out of Post Holdings (POST) in Q1 2026, closing a stake of 5,601 shares — an estimated $555K sold.

Optimize Financial first reported a position in POST in Q3 2025 and held it in 2 quarters. The position peaked at $593K in Q3 2025. 425 funds tracked by Wall St. Rank hold POST as of Q1 2026.

Optimize Financial reported no remaining Post Holdings position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 5,601 Post Holdings shares in Q1 2026, an estimated $555K.
Optimize Financial first reported a position in Post Holdings in Q3 2025 and held it in 2 quarters.
Optimize Financial's Post Holdings position peaked at $593K in Q3 2025.
425 funds tracked by Wall St. Rank held Post Holdings as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.