Richmond Investment Services’s Motley Fool 100 Index ETF TMFC Stock Holding History

Richmond Investment Services’s Portfolio TMFC Stock Details TMFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$516K	Sell	7,816 -1,379	-15%	-$95.9K	0.08%	155
2025 Q4	$660K	Sell	9,195 -2,191	-19%	-$156K	0.11%	114
2025 Q3	$803K	Sell	11,386 -12,814	-53%	-$860K	0.15%	99
2025 Q2	$1.56M	Buy	24,200 +1,532	+7%	+$89.9K	0.33%	51
2025 Q1	$1.26M	Sell	22,668 -2,198	-9%	-$131K	0.68%	30
2024 Q4	$1.49M	Buy	+24,866	New	+$1.47M	0.84%	26

Other funds holding TMFC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Richmond Investment Services's TMFC Position: Q1 2026 in Review

Richmond Investment Services reduced its Motley Fool 100 Index ETF (TMFC) stake by 15% in Q1 2026, selling an estimated $95.9K and leaving 7,816 shares worth $516K. The position accounts for 0.08% of the portfolio, ranked #155.

Richmond Investment Services first reported a position in TMFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.56M in Q2 2025. 183 funds tracked by Wall St. Rank hold TMFC as of Q1 2026.

Richmond Investment Services held 7,816 shares of Motley Fool 100 Index ETF worth $516K as of Q1 2026.
Richmond Investment Services sold 1,379 Motley Fool 100 Index ETF shares in Q1 2026, an estimated $95.9K.
Motley Fool 100 Index ETF made up 0.08% of Richmond Investment Services's portfolio in Q1 2026, its #155 holding.
Richmond Investment Services first reported a position in Motley Fool 100 Index ETF in Q4 2024 and has held it in 6 quarters since.
Richmond Investment Services's Motley Fool 100 Index ETF position peaked at $1.56M in Q2 2025.
183 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.