PHWM
RSF

Palatine Hill Wealth Management’s RiverNorth Capital and Income Fund RSF Stock Holding History

Palatine Hill Wealth Management’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 		$565K Sell
38,668
-634,588
-94% -$9.27M 0.46% 30
2026
Q1 		$9.8M Buy
673,256
+141
+0% +$2.04K 8.53% 3
2025
Q4 		$9.67M Buy
+673,115
New +$9.84M 7.79% 3

Other funds holding RSF

CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Palatine Hill Wealth Management's RSF Position: Q2 2026 in Review

Palatine Hill Wealth Management reduced its RiverNorth Capital and Income Fund (RSF) stake by 94% in Q2 2026, selling an estimated $9.27M and leaving 38,668 shares worth $565K. The position accounts for 0.46% of the portfolio, ranked #30.

Palatine Hill Wealth Management first reported a position in RSF in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.8M in Q1 2026. 16 funds tracked by Wall St. Rank hold RSF as of Q2 2026.

  • Palatine Hill Wealth Management held 38,668 shares of RiverNorth Capital and Income Fund worth $565K as of Q2 2026.
  • Palatine Hill Wealth Management sold 634,588 RiverNorth Capital and Income Fund shares in Q2 2026, an estimated $9.27M.
  • RiverNorth Capital and Income Fund made up 0.46% of Palatine Hill Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Palatine Hill Wealth Management first reported a position in RiverNorth Capital and Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Palatine Hill Wealth Management's RiverNorth Capital and Income Fund position peaked at $9.8M in Q1 2026.
  • 16 funds tracked by Wall St. Rank held RiverNorth Capital and Income Fund as of Q2 2026.

Based on Palatine Hill Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.