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Sound Income Strategies’s RLI Corp RLI Stock Holding History

Sound Income Strategies’s Portfolio RLI Stock Details RLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-33
Closed -$1.88K – 1983
2026
Q1 		$1.88K Hold
33
– – ﹤0.01% 2166
2025
Q4 		$1.96K Buy
+33
New +$2.07K ﹤0.01% 2146

Other funds holding RLI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Sound Income Strategies's RLI Position: Q2 2026 in Review

Sound Income Strategies sold out of RLI Corp (RLI) in Q2 2026, closing a stake of 33 shares — an estimated $1.88K sold.

Sound Income Strategies first reported a position in RLI in Q4 2025 and held it in 2 quarters. The position peaked at $1.96K in Q4 2025. 106 funds tracked by Wall St. Rank hold RLI as of Q2 2026.

  • Sound Income Strategies reported no remaining RLI Corp position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 33 RLI Corp shares in Q2 2026, an estimated $1.88K.
  • Sound Income Strategies first reported a position in RLI Corp in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's RLI Corp position peaked at $1.96K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held RLI Corp as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.