DOSSIER · 13F-HR · Q3 2026
RWQ Financial Management Services, Inc.
$179M in tracked AUM across 25 positions as of Q3 2026.
RF
CIK 0001846544 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Portfolio Overview
RWQ Financial Management Services, Inc. has reported a significant contraction in portfolio value for the quarter ended September 30, 2025. The total assets under management (AUM) decreased by 43.8%, dropping from $237.67M to $133.52M. This reduction is not solely attributable to market performance but is largely a result of active portfolio management, evidenced by the exit from 9 positions and a reduction in 11 others. The portfolio has become significantly ...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.
Filing history
Showing 12 of 24