Peak Financial Advisors’s Republic Services RSG Stock Holding History

Peak Financial Advisors’s Portfolio RSG Stock Details RSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,778	Closed	-$589K	–	94
2025 Q4	$589K	Sell	2,778 -7,422	-73%	-$1.6M	0.26%	65
2025 Q3	$2.34M	Buy	+10,200	New	+$2.39M	1.12%	28
2024 Q3	–	Sell	-15,143	Closed	-$2.94M	–	88
2024 Q2	$2.94M	Buy	+15,143	New	+$2.86M	1.69%	19

Other funds holding RSG

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Peak Financial Advisors's RSG Position: Q1 2026 in Review

Peak Financial Advisors sold out of Republic Services (RSG) in Q1 2026, closing a stake of 2,778 shares — an estimated $589K sold.

Peak Financial Advisors first reported a position in RSG in Q2 2024 and held it in 3 quarters. The position peaked at $2.94M in Q2 2024. 1,319 funds tracked by Wall St. Rank hold RSG as of Q1 2026.

Peak Financial Advisors reported no remaining Republic Services position as of Q1 2026 after selling out during the quarter.
Peak Financial Advisors sold 2,778 Republic Services shares in Q1 2026, an estimated $589K.
Peak Financial Advisors first reported a position in Republic Services in Q2 2024 and held it in 3 quarters.
Peak Financial Advisors's Republic Services position peaked at $2.94M in Q2 2024.
1,319 funds tracked by Wall St. Rank held Republic Services as of Q1 2026.

Based on Peak Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.