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Sovereign Financial Group’s RingCentral RNG Stock Holding History

Sovereign Financial Group’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 		$396K Sell
10,156
-14
-0.1% -$566 0.06% 254
2026
Q1 		$378K Buy
10,170
+409
+4% +$13.2K 0.07% 249
2025
Q4 		$282K Sell
9,761
-203
-2% -$5.78K 0.05% 281
2025
Q3 		$282K Buy
9,964
+1,292
+15% +$37.6K 0.05% 271
2025
Q2 		$246K Sell
8,672
-1,363
-14% -$35.2K 0.05% 273
2025
Q1 		$248K Sell
10,035
-44
-0.4% -$1.37K 0.06% 252
2024
Q4 		$353K Buy
10,079
+386
+4% +$13.9K 0.08% 216
2024
Q3 		$307K Buy
9,693
+625
+7% +$19.8K 0.07% 225
2024
Q2 		$256K Buy
9,068
+141
+2% +$4.54K 0.06% 235
2024
Q1 		$310K Buy
8,927
+507
+6% +$17.1K 0.08% 211
2023
Q4 		$286K Buy
8,420
+626
+8% +$18.7K 0.09% 196
2023
Q3 		$231K Buy
7,794
+708
+10% +$23.5K 0.08% 201
2023
Q2 		$232K Buy
+7,086
New +$218K 0.08% 211
2022
Q4 		– Sell
-5,280
Closed -$211K – 225
2022
Q3 		$211K Buy
+5,280
New +$253K 0.09% 188
2022
Q2 		– Sell
-2,281
Closed -$267K – 222
2022
Q1 		$267K Buy
2,281
+430
+23% +$63.3K 0.1% 184
2021
Q4 		$347K Buy
1,851
+373
+25% +$82.8K 0.14% 145
2021
Q3 		$321K Buy
1,478
+507
+52% +$129K 0.18% 117
2021
Q2 		$289K Hold
971
– – 0.17% 116
2021
Q1 		$289K Buy
971
+83
+9% +$30.5K 0.18% 115
2020
Q4 		$337K Buy
+888
New +$276K 0.24% 82

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Sovereign Financial Group's RNG Position: Q2 2026 in Review

Sovereign Financial Group reduced its RingCentral (RNG) stake by 0.14% in Q2 2026, selling an estimated $566 and leaving 10,156 shares worth $396K. The position accounts for 0.06% of the portfolio, ranked #254.

Sovereign Financial Group first reported a position in RNG in Q4 2020 and has held it in 20 quarters since. 379 funds tracked by Wall St. Rank hold RNG as of Q2 2026.

  • Sovereign Financial Group held 10,156 shares of RingCentral worth $396K as of Q2 2026.
  • Sovereign Financial Group sold 14 RingCentral shares in Q2 2026, an estimated $566.
  • RingCentral made up 0.06% of Sovereign Financial Group's portfolio in Q2 2026, its #254 holding.
  • Sovereign Financial Group first reported a position in RingCentral in Q4 2020 and has held it in 20 quarters since.
  • 379 funds tracked by Wall St. Rank held RingCentral as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.