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Optimize Financial’s RingCentral RNG Stock Holding History

Optimize Financial’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
2026
Q2 		$483K Sell
12,382
-43
-0.3% -$1.74K 0.17% 157
2026
Q1 		$462K Buy
+12,425
New +$400K 0.23% 131
2025
Q1 		– Sell
-33,319
Closed -$1.17M – 279
2024
Q4 		$1.17M Buy
+33,319
New +$1.2M 0.87% 30

Other funds holding RNG

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Optimize Financial's RNG Position: Q2 2026 in Review

Optimize Financial reduced its RingCentral (RNG) stake by 0.35% in Q2 2026, selling an estimated $1.74K and leaving 12,382 shares worth $483K. The position accounts for 0.17% of the portfolio, ranked #157.

Optimize Financial first reported a position in RNG in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.17M in Q4 2024. 380 funds tracked by Wall St. Rank hold RNG as of Q2 2026.

  • Optimize Financial held 12,382 shares of RingCentral worth $483K as of Q2 2026.
  • Optimize Financial sold 43 RingCentral shares in Q2 2026, an estimated $1.74K.
  • RingCentral made up 0.17% of Optimize Financial's portfolio in Q2 2026, its #157 holding.
  • Optimize Financial first reported a position in RingCentral in Q4 2024 and has held it in 3 quarters since.
  • Optimize Financial's RingCentral position peaked at $1.17M in Q4 2024.
  • 380 funds tracked by Wall St. Rank held RingCentral as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.