Founders Capital Management REI β€” RING ENERGY INC

Ownership history in Founders Capital Management  Β·  4 quarters on record

AI Ownership Summary

Founders Capital Management reported RING ENERGY INC (REI) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.04% in 2026 Q1. The latest visible filing shows REI at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this REI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Founders Capital Management's position in RING ENERGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

REI was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

REI stock page Founders Capital Management fund profile Founders Capital Management full holdings
How Founders Capital Management held REI β€” position size vs. price
% of Fund (quarterly)    REI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 55,200 +8,000 +16.9% 0.04% $84K 2026-04-21 $1.42
2025 Q4 REDUCED 17.5% +75.9% ❌ 47,200 -10,000 -17.5% 0.02% $41K 2026-01-15 $0.97
2025 Q3 ADDED β€” β€” β€” 57,200 +13,000 +29.4% 0.03% $62K 2025-11-13 $1.00
2025 Q2 INITIATED β€” β€” β€” 44,200 β€” β€” 0.02% $35K 2025-07-18 $0.75

🏒 Other funds also holding REI

As of 2026 Q1 β€” sorted by position size

INVESTMENT ADVISORY SERVICES INC /TX /ADV 3Y 0.05% Marex Group plc 0.02% Hidden Cove Wealth Management, LLC 0.02% MINDSET WEALTH MANAGEMENT, LLC 0.01% Barry Investment Advisors, LLC 3Y 7Y 0.01% SmartHarvest Portfolios, LLC 0.01% ACT Advisors, LLC. 3Y 0.01% RITHOLTZ WEALTH MANAGEMENT 3Y 7Y 0.0% Ullmann Wealth Partners Group, LLC 3Y 7Y 0.0% Wealthcare Advisory Partners LLC 3Y 7Y 0.0%

FAQ About Founders Capital Management and REI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Founders Capital Management reported owning REI?

Founders Capital Management reported REI across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported REI position in Founders Capital Management's portfolio?

The largest reported portfolio weight for REI was 0.04% in 2026 Q1.

What is the latest reported REI position on this page?

The most recent filing on this page is 2026 Q1, when Founders Capital Management reported 55,200 shares, equal to 0.04% of portfolio, with an estimated market value of $84K.

What does the chart on this REI ownership page compare?

The chart compares Founders Capital Management's quarterly REI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Founders Capital Management time their REI position?

Based on 13F filing dates vs. subsequent REI price moves, Founders Capital Management correctly timed 1 out of 3 reported position changes (33%).

← Back to Founders Capital Management Holdings