IPO — RENAISSANCE CAP GREENWICH FD

Ownership history in StoneX Group Inc.  ·  6 quarters on record

This page tracks every 13F SEC filing in which StoneX Group Inc. reported a position in RENAISSANCE CAP GREENWICH FD (IPO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2021 Q4)
Avg. % of fund
0.03%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 6,169 -414 -6.3% 0.01% $282K $45.62
2025 Q3 REDUCED 6,583 -612 -8.5% 0.01% $326K $49.52
2025 Q2 ADDED 7,195 +1,714 +31.3% 0.02% $323K $44.76
2021 Q4 ADDED 5,481 +1,512 +38.1% 0.04% $317K $57.36
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% of Fund (quarterly)    IPO price (monthly, adj. close)

Other funds also holding IPO

As of 2025 Q4 — sorted by position size

SFI Advisors, LLC 3Y 1.58% Fulcrum Equity Management 3Y 7Y 0.82% Tradition Wealth Management, LLC 3Y 0.44% NTV ASSET MANAGEMENT LLC 3Y 7Y 0.1% Key Client Fiduciary Advisors, LLC 3Y 0.08% TWIN PEAKS WEALTH ADVISORS, LLC 0.07% Tempo Wealth, LLC 0.04% Winthrop Capital Management, LLC 0.02% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.01% Dogwood Wealth Management LLC 0.0%
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