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Richardson Financial Services’s RingCentral RNG Stock Holding History

Richardson Financial Services’s Portfolio RNG Stock Details RNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.5K Sell
654
-146
-18% -$5.9K 0.01% 403
2026
Q1 		$29.8K Sell
800
-191
-19% -$6.15K 0.02% 376
2025
Q4 		$28.6K Buy
991
+222
+29% +$6.32K 0.01% 364
2025
Q3 		$21.8K Buy
769
+531
+223% +$15.5K 0.01% 363
2025
Q2 		$6.96K Hold
238
– – ﹤0.01% 447
2025
Q1 		$5.89K Hold
238
– – ﹤0.01% 446
2024
Q4 		$8.44K Buy
+238
New +$8.55K 0.01% 420

Other funds holding RNG

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Richardson Financial Services's RNG Position: Q2 2026 in Review

Richardson Financial Services reduced its RingCentral (RNG) stake by 18% in Q2 2026, selling an estimated $5.9K and leaving 654 shares worth $25.5K. The position accounts for 0.01% of the portfolio, ranked #403.

Richardson Financial Services first reported a position in RNG in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.8K in Q1 2026. 235 funds tracked by Wall St. Rank hold RNG as of Q2 2026.

  • Richardson Financial Services held 654 shares of RingCentral worth $25.5K as of Q2 2026.
  • Richardson Financial Services sold 146 RingCentral shares in Q2 2026, an estimated $5.9K.
  • RingCentral made up 0.01% of Richardson Financial Services's portfolio in Q2 2026, its #403 holding.
  • Richardson Financial Services first reported a position in RingCentral in Q4 2024 and has held it in 7 quarters since.
  • Richardson Financial Services's RingCentral position peaked at $29.8K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held RingCentral as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.