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Portfolio (Quarterly) Guide ↗

Russell Investments Group, Ltd.

· CIK 0001692234
13F Portfolio $93.1B AUM 24,600 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 221 New 1994 Added 1588 Reduced 155 Exited
Page 180 of 212  ·  4,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3581 CZFS CITIZENS FINANCIAL SERVICES INC Financial Services 382.0 $23K -37.0 -8.8% $61.15 +12.0%
3582 STHO STAR HLDGS Real Estate 3,083.0 $23K -48.0 -1.5% $7.57 +19.3%
3583 LCNB LCNB CORP Financial Services 1,496.0 $23K $15.59 +9.4%
3584 SMC SUMMIT MIDSTREAM CORPORATION Energy 767.0 $23K -87.0 -10.2% $30.24 -2.4%
3585 IVOO VANGUARD ADMIRAL FDS INC MIDCP 200.0 $23K -54.0 -21.3% $114.44 +8.6%
3586 FDMO FIDELITY MOMENTUM FACTR 285.0 $23K -22.0 -7.2% $80.10 +13.8%
3587 OPFI OppFi Inc Technology 2,958.0 $23K -63K -95.5% $7.71 +8.6%
3588 FRMI Fermi Inc Utilities 3,904.0 $23K +879.0 +29.1% $5.84 -5.6%
3589 IMMR IMMERSION CORP Technology 4,173.0 $23K +222.0 +5.6% $5.46 +16.2%
3590 MFIN MEDALLION FINANCIAL CORP Financial Services 2,651.0 $23K +296.0 +12.6% $8.56 +12.9%
3591 VALU ARNOLD BERNHARD CO INC Financial Services 643.0 $23K -76.0 -10.6% $35.29 -8.7%
3592 RBKB RHINEBECK BANCORP MHC Financial Services 1,455.0 $22K +97.0 +7.1% $15.42 +6.4%
3593 SVC SERVICE PPTYS TR COM SH BEN IN Real Estate 16,490.0 $22K -353.0 -2.1% $1.35 +15.9%
3594 MLPX GLOBAL X FDS GLB X MLP ENRG I 302.0 $22K +124.0 +69.7% $73.91 -0.6%
3595 KIDS ORTHOPEDIATRICS CORP Healthcare 1,402.0 $22K $15.87 +13.9%
3596 RXT Rackspace Technology Inc Technology 22,664.0 $22K -28K -55.1% $0.98 +322.0%
3597 XLRE SELECT SECTOR SPDR TR RL EST S 541.0 $22K +178.0 +49.0% $40.86 +10.0%
3598 CZWI CITIZENS CMNTY BANCORP INC M Financial Services 1,114.0 $22K +172.0 +18.3% $19.80 +5.2%
3599 PBJ INVESCO EXCHANGE TRADED FD T D 449.0 $22K -24.0 -5.1% $48.96 -2.8%
3600 CD MERCURITY FINTECH HOLDING IN Technology 5,500.0 $22K +5K +457.8% $3.98 +23.9%
Page 180 of 212  ·  4,237 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.0%
Financial Services 12.5%
Healthcare 10.1%
Consumer Cyclical 9.9%
Industrials 8.7%
Communication Services 8.6%
Real Estate 6.0%
Energy 4.4%
Consumer Defensive 4.1%
Utilities 3.4%