RFCI — RIVERFRONT DYNAMIC CORE INC
As of Q2 2026, 3 SEC-registered investment managers reported holding RFCI (RIVERFRONT DYNAMIC CORE INC) in their latest 13F filings, with a combined reported value of $7.24K across 325 shares. That is +333.3% by share count (+250 shares) versus the previous quarter, while reported value moved +331.9%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Citadel Advisors history | Q3 2025 | 28.16K | $640.71K | 0.00% | Hold |
| Wells Fargo & Co history | Q2 2026 | 265 | $5.90K | 0.00% | Add |
| JPMorgan Chase & Co history | Q1 2025 | 250 | $5.63K | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 59 | $1.31K | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 1 | $22 | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | Q3 2022 | 1 | $0 | — | New |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 6 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Wells Fargo & Co | 1 | 19.90K | 21.85K | 3.37K | 3.37K | 3.37K | 3.36K | 3.37K | 1 | — | — | — | 195 | 195 | 1 | — | — | — | 1 | 265 |
| UBS Group AG | 140 | — | — | 304 | 1.90K | 1.35K | 1.43K | 269 | 49 | 24 | 1.42K | 2.49K | 79 | 129 | — | 270 | 47 | 142 | 73 | 59 |
| Morgan Stanley | 185 | — | — | — | — | — | — | — | — | — | — | — | — | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Citadel Advisors | — | 45.67K | 47.18K | 45.04K | 51.14K | — | 24.84K | 24.89K | 27.33K | 28.57K | 28.94K | 28.94K | 29.11K | 29.67K | 30.23K | 28.14K | 28.16K | — | — | — |
| Fidelity Management & Research (FMR) | — | — | — | — | 1 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | — | — | 301 | — | — | — | — | — | — | — | — | — | — | 18 | 250 | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details