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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Rambus RMBS Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Portfolio RMBS Stock Details RMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-19
Closed -$2.52K – 2365
2026
Q2 		$2.52K Sell
19
-4
-17% -$520 ﹤0.01% 1995
2026
Q1 		$1.98K Hold
23
– – ﹤0.01% 2097
2025
Q4 		$2.11K Sell
23
-9
-28% -$886 ﹤0.01% 2119
2025
Q3 		$3.33K Buy
32
+23
+256% +$1.77K ﹤0.01% 1950
2025
Q2 		$576 Buy
+9
New +$482 ﹤0.01% 2232

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BlackRock
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s RMBS Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of Rambus (RMBS) in Q3 2026, closing a stake of 19 shares — an estimated $2.52K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in RMBS in Q2 2025 and held it in 5 quarters. The position peaked at $3.33K in Q3 2025. 453 funds tracked by Wall St. Rank hold RMBS as of Q3 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining Rambus position as of Q3 2026 after selling out during the quarter.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 19 Rambus shares in Q3 2026, an estimated $2.52K.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Rambus in Q2 2025 and held it in 5 quarters.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Rambus position peaked at $3.33K in Q3 2025.
  • 453 funds tracked by Wall St. Rank held Rambus as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.