Advisor OS’s Ready Capital RC Stock Holding History

Advisor OS’s Portfolio RC Stock Details RC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$41K	Sell	23,415 -287	-1%	-$504	﹤0.01%	587
2026 Q1	$38.4K	Buy	23,702 +287	+1%	+$549	﹤0.01%	570
2025 Q4	$51K	Hold	23,415	–	–	﹤0.01%	489
2025 Q3	$90.6K	Sell	23,415 -2,051	-8%	-$8.65K	0.01%	464
2025 Q2	$111K	Sell	25,466 -8,096	-24%	-$35.9K	0.01%	446
2025 Q1	$171K	Buy	33,562 +2,051	+7%	+$12.6K	0.02%	415
2024 Q4	$215K	Hold	31,511	–	–	0.02%	384
2024 Q3	$240K	Hold	31,511	–	–	0.02%	357
2024 Q2	$258K	Sell	31,511 -6,103	-16%	-$52K	0.03%	329
2024 Q1	$343K	Buy	37,614 +8,285	+28%	+$76.8K	0.04%	289
2023 Q4	$301K	Buy	29,329 +216	+0.7%	+$2.19K	0.04%	260
2023 Q3	$294K	Buy	+29,113	New	+$320K	0.04%	234

Other funds holding RC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MCM

Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WAM

Waterfall Asset Management New York $163M AUM 0.31% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Advisor OS's RC Position: Q2 2026 in Review

Advisor OS reduced its Ready Capital (RC) stake by 1.2% in Q2 2026, selling an estimated $504 and leaving 23,415 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Advisor OS first reported a position in RC in Q3 2023 and has held it in 12 quarters since. The position peaked at $343K in Q1 2024. 231 funds tracked by Wall St. Rank hold RC as of Q2 2026.

Advisor OS held 23,415 shares of Ready Capital worth $41K as of Q2 2026.
Advisor OS sold 287 Ready Capital shares in Q2 2026, an estimated $504.
Ready Capital made up ﹤0.01% of Advisor OS's portfolio in Q2 2026, its #587 holding.
Advisor OS first reported a position in Ready Capital in Q3 2023 and has held it in 12 quarters since.
Advisor OS's Ready Capital position peaked at $343K in Q1 2024.
231 funds tracked by Wall St. Rank held Ready Capital as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.