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Punch & Associates Investment Management’s Research Solutions RSSS Stock Holding History

Punch & Associates Investment Management’s Portfolio RSSS Stock Details RSSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.77M Buy
2,552,455
+53,145
+2% +$136K 0.33% 99
2025
Q4 		$7.35M Hold
2,499,310
– – 0.43% 85
2025
Q3 		$9.32M Buy
2,499,310
+81,210
+3% +$249K 0.54% 71
2025
Q2 		$6.94M Buy
2,418,100
+50,329
+2% +$138K 0.43% 88
2025
Q1 		$6.16M Buy
2,367,771
+37,651
+2% +$128K 0.4% 93
2024
Q4 		$9.67M Buy
2,330,120
+1,626,944
+231% +$5.14M 0.53% 77
2024
Q3 		$1.92M Buy
703,176
+89,676
+15% +$242K 0.11% 140
2024
Q2 		$1.56M Buy
613,500
+161,900
+36% +$460K 0.09% 149
2024
Q1 		$1.43M Buy
451,600
+33,063
+8% +$95K 0.08% 150
2023
Q4 		$1.09M Buy
418,537
+33,937
+9% +$83K 0.06% 165
2023
Q3 		$962K Buy
384,600
+4,600
+1% +$10.2K 0.06% 162
2023
Q2 		$775K Hold
380,000
– – 0.05% 170
2023
Q1 		$764K Hold
380,000
– – 0.05% 161
2022
Q4 		$730K Hold
380,000
– – 0.05% 169
2022
Q3 		$775K Hold
380,000
– – 0.05% 167
2022
Q2 		$676K Hold
380,000
– – 0.05% 175
2022
Q1 		$809K Hold
380,000
– – 0.05% 175
2021
Q4 		$935K Buy
380,000
+72,000
+23% +$178K 0.05% 178
2021
Q3 		$807K Buy
+308,000
New +$829K 0.05% 185

Other funds holding RSSS

NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
NL
Navalign LLC Encino, California $396M AUM 14.35% 1-Year Est. Return

Punch & Associates Investment Management's RSSS Position: Q1 2026 in Review

Punch & Associates Investment Management increased its Research Solutions (RSSS) stake by 2.1% in Q1 2026, buying an estimated $136K and bringing the position to 2,552,455 shares worth $5.77M. The position accounts for 0.33% of the portfolio, ranked #99.

Punch & Associates Investment Management first reported a position in RSSS in Q3 2021 and has held it in 19 quarters since. The position peaked at $9.67M in Q4 2024. 39 funds tracked by Wall St. Rank hold RSSS as of Q1 2026.

  • Punch & Associates Investment Management held 2,552,455 shares of Research Solutions worth $5.77M as of Q1 2026.
  • Punch & Associates Investment Management bought 53,145 Research Solutions shares in Q1 2026, an estimated $136K.
  • Research Solutions made up 0.33% of Punch & Associates Investment Management's portfolio in Q1 2026, its #99 holding.
  • Punch & Associates Investment Management first reported a position in Research Solutions in Q3 2021 and has held it in 19 quarters since.
  • Punch & Associates Investment Management's Research Solutions position peaked at $9.67M in Q4 2024.
  • 39 funds tracked by Wall St. Rank held Research Solutions as of Q1 2026.

Based on Punch & Associates Investment Management's 13F filing for Q1 2026, filed 15 May 2026.