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 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 $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

MCM

Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return

WAM

Waterfall Asset Management New York $179M AUM 12.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advisor OS's RC Position: Q1 2026 in Review

Advisor OS increased its Ready Capital (RC) stake by 1.2% in Q1 2026, buying an estimated $549 and bringing the position to 23,702 shares worth $38.4K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Advisor OS first reported a position in RC in Q3 2023 and has held it in 11 quarters since. The position peaked at $343K in Q1 2024. 241 funds tracked by Wall St. Rank hold RC as of Q1 2026.

Advisor OS held 23,702 shares of Ready Capital worth $38.4K as of Q1 2026.
Advisor OS bought 287 Ready Capital shares in Q1 2026, an estimated $549.
Ready Capital made up ﹤0.01% of Advisor OS's portfolio in Q1 2026, its #570 holding.
Advisor OS first reported a position in Ready Capital in Q3 2023 and has held it in 11 quarters since.
Advisor OS's Ready Capital position peaked at $343K in Q1 2024.
241 funds tracked by Wall St. Rank held Ready Capital as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.