Portside Wealth Group
ROL icon

Portside Wealth Group’s Rollins ROL Stock Holding History

Portside Wealth Group’s Portfolio ROL Stock Details ROL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-9,346
Closed -$390K – 549
2026
Q2 		$390K Buy
9,346
+205
+2% +$10.5K 0.05% 349
2026
Q1 		$488K Buy
+9,141
New +$544K 0.07% 262

Other funds holding ROL

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
S.E.E.D. Planning Group
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
North Point Portfolio Managers
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

Portside Wealth Group's ROL Position: Q3 2026 in Review

Portside Wealth Group sold out of Rollins (ROL) in Q3 2026, closing a stake of 9,346 shares — an estimated $390K sold.

Portside Wealth Group first reported a position in ROL in Q1 2026 and held it in 2 quarters. The position peaked at $488K in Q1 2026. 129 funds tracked by Wall St. Rank hold ROL as of Q3 2026.

  • Portside Wealth Group reported no remaining Rollins position as of Q3 2026 after selling out during the quarter.
  • Portside Wealth Group sold 9,346 Rollins shares in Q3 2026, an estimated $390K.
  • Portside Wealth Group first reported a position in Rollins in Q1 2026 and held it in 2 quarters.
  • Portside Wealth Group's Rollins position peaked at $488K in Q1 2026.
  • 129 funds tracked by Wall St. Rank held Rollins as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.