Annex Advisory Services’s Rithm Capital RITM Stock Holding History

Annex Advisory Services’s Portfolio RITM Stock Details RITM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-25,500	Closed	-$242K	–	389
2026 Q1	$242K	Hold	25,500	–	–	﹤0.01%	333
2025 Q4	$278K	Hold	25,500	–	–	0.01%	297
2025 Q3	$290K	Hold	25,500	–	–	0.01%	260
2025 Q2	$288K	Buy	+25,500	New	+$281K	0.01%	257

Other funds holding RITM

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Annex Advisory Services's RITM Position: Q2 2026 in Review

Annex Advisory Services sold out of Rithm Capital (RITM) in Q2 2026, closing a stake of 25,500 shares — an estimated $242K sold.

Annex Advisory Services first reported a position in RITM in Q2 2025 and held it in 4 quarters. The position peaked at $290K in Q3 2025. 60 funds tracked by Wall St. Rank hold RITM as of Q2 2026.

Annex Advisory Services reported no remaining Rithm Capital position as of Q2 2026 after selling out during the quarter.
Annex Advisory Services sold 25,500 Rithm Capital shares in Q2 2026, an estimated $242K.
Annex Advisory Services first reported a position in Rithm Capital in Q2 2025 and held it in 4 quarters.
Annex Advisory Services's Rithm Capital position peaked at $290K in Q3 2025.
60 funds tracked by Wall St. Rank held Rithm Capital as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.