PlanVest Financial’s RPM International RPM Stock Holding History

PlanVest Financial’s Portfolio RPM Stock Details RPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-350	Closed	-$38.9K	–	609
2026 Q2	$38.9K	Buy	+350	New	+$36.5K	0.03%	255

Other funds holding RPM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

PlanVest Financial's RPM Position: Q3 2026 in Review

PlanVest Financial sold out of RPM International (RPM) in Q3 2026, closing a stake of 350 shares — an estimated $38.9K sold.

PlanVest Financial first reported a position in RPM in Q2 2026 and held it in 1 quarter. The position peaked at $38.9K in Q2 2026. 607 funds tracked by Wall St. Rank hold RPM as of Q3 2026.

PlanVest Financial reported no remaining RPM International position as of Q3 2026 after selling out during the quarter.
PlanVest Financial sold 350 RPM International shares in Q3 2026, an estimated $38.9K.
PlanVest Financial first reported a position in RPM International in Q2 2026 and held it in 1 quarter.
PlanVest Financial's RPM International position peaked at $38.9K in Q2 2026.
607 funds tracked by Wall St. Rank held RPM International as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.