Russell Tax-MGD US L/C-SRETSX
13F holders, Q4 2025 (December 31)1holders
0new positions
1sold out
$109.70avg. 13F price*
At the end of Q4 2025, 1 institutions reported holding Russell Tax-MGD US L/C-S (RETSX) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 1 sold out. The largest holder was Fortune Financial Group, Inc. ($718K).
- Company
- Russell Tax-MGD US L/C-S
- CUSIP
- 782493720
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $1.3M |
All 13F filers, Q3 2025 → Q4 2025: 13,555 shares sold, net −13,555 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Fortune Financial Group, Inc. | 0.71% | — | 6,545 | $718K |
"% of holder's portfolio" is RETSX's weight in each manager's 13F, not the share of Russell Tax-MGD US L/C-S the manager owns.