PWS
RPC

Precision Wealth Strategies’s Ridgepost Capital RPC Stock Holding History

Precision Wealth Strategies’s Portfolio RPC Stock Details RPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-13,606
Closed -$139K – 201
2025
Q2 		$139K Sell
13,606
-12,760
-48% -$137K 0.05% 172
2025
Q1 		$310K Buy
+26,366
New +$335K 0.24% 81

Other funds holding RPC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Precision Wealth Strategies's RPC Position: Q3 2025 in Review

Precision Wealth Strategies sold out of Ridgepost Capital (RPC) in Q3 2025, closing a stake of 13,606 shares — an estimated $139K sold.

Precision Wealth Strategies first reported a position in RPC in Q1 2025 and held it in 2 quarters. The position peaked at $310K in Q1 2025. 131 funds tracked by Wall St. Rank hold RPC as of Q3 2025.

  • Precision Wealth Strategies reported no remaining Ridgepost Capital position as of Q3 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 13,606 Ridgepost Capital shares in Q3 2025, an estimated $139K.
  • Precision Wealth Strategies first reported a position in Ridgepost Capital in Q1 2025 and held it in 2 quarters.
  • Precision Wealth Strategies's Ridgepost Capital position peaked at $310K in Q1 2025.
  • 131 funds tracked by Wall St. Rank held Ridgepost Capital as of Q3 2025.

Based on Precision Wealth Strategies's 13F filing for Q3 2025, filed 16 Oct 2025.