Paul Ried Financial Group Q2 2026 Holdings Activity Report
A detailed summary of stock purchases and sales observed by Paul R. Ried Financial Group, Llc during the second quarter of 2026.
InsiderSet provides a comprehensive analysis of holdings changes for Paul R. Ried Financial Group, Llc. This report details the observable stock transactions and position adjustments made during Q2 2026.
The portfolio of Paul R. Ried Financial Group, Llc showed activity in several areas during the quarter ending June 30th, 2026.
New Positions and Significant Increases
Pursuing ETF Exposure: The firm significantly increased its holdings of exchange-traded funds (ETFs) this quarter. Notably, they added shares to the Goldman Sachs ETF TR (GSIE), increasing their position by 1.42%. Similarly, the American Century ETF TR (AVSC) and SPDR Series Trust (QUS) were initiated or significantly boosted.
Boeing Growth: The investor also noted an increase in their Boeing Co (BA) stake during Q2 2026. This was one of the few direct stock increases observed, alongside the ETF additions and specific tech buys like INTC.
Changes to Existing Holdings
Ongoing Adjustments: The portfolio saw changes in existing positions throughout Q2 2026. For instance, Microsoft Corp (MSFT) experienced a slight increase of just 1.42% in its share count.
Sector ETF Fluctuations: Holdings within sector-specific ETFs also shifted. The American Century ETF TR (AVDE), previously listed as part of the portfolio, saw a decrease during this period. Similarly, positions in Franklin Templeton ETF TR (FLQL) and New York Life Investments ET (IQSU) were reduced.
Sales Activity
Reducing Positions: The investor also disposed of some assets during the quarter. Several holdings saw reductions or exits, including positions in American Century ETF TR (AVSC), ABRDN Precious Metals Basket (GLTR), and others.
Portfolio Context
For more detailed information on the holdings changes or to explore Paul Ried Financial Group's portfolio composition, please refer to the full filing data.