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Wellspring Financial Advisors’s Republic Services RSG Stock Holding History

Wellspring Financial Advisors’s Portfolio RSG Stock Details RSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$814K Sell
3,817
-22
-0.6% -$4.6K 0.05% 117
2026
Q1 		$841K Buy
3,839
+1,082
+39% +$237K 0.06% 113
2025
Q4 		$584K Buy
+2,757
New +$593K 0.05% 135

Other funds holding RSG

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

Wellspring Financial Advisors's RSG Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Republic Services (RSG) stake by 0.57% in Q2 2026, selling an estimated $4.6K and leaving 3,817 shares worth $814K. The position accounts for 0.05% of the portfolio, ranked #117.

Wellspring Financial Advisors first reported a position in RSG in Q4 2025 and has held it in 3 quarters since. The position peaked at $841K in Q1 2026. 343 funds tracked by Wall St. Rank hold RSG as of Q2 2026.

  • Wellspring Financial Advisors held 3,817 shares of Republic Services worth $814K as of Q2 2026.
  • Wellspring Financial Advisors sold 22 Republic Services shares in Q2 2026, an estimated $4.6K.
  • Republic Services made up 0.05% of Wellspring Financial Advisors's portfolio in Q2 2026, its #117 holding.
  • Wellspring Financial Advisors first reported a position in Republic Services in Q4 2025 and has held it in 3 quarters since.
  • Wellspring Financial Advisors's Republic Services position peaked at $841K in Q1 2026.
  • 343 funds tracked by Wall St. Rank held Republic Services as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.