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Apella Capital’s Rithm Capital RITM Stock Holding History

Apella Capital’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
Q3 		$435K Sell
51,021
-45
-0.1% -$436 0.01% 534
2026
Q2 		$471K Sell
51,066
-1,409
-3% -$13.4K 0.01% 483
2026
Q1 		$533K Buy
+52,475
New +$549K 0.01% 454

Other funds holding RITM

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Apella Capital's RITM Position: Q3 2026 in Review

Apella Capital reduced its Rithm Capital (RITM) stake by 0.09% in Q3 2026, selling an estimated $436 and leaving 51,021 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #534.

Apella Capital first reported a position in RITM in Q1 2026 and has held it in 3 quarters since. The position peaked at $533K in Q1 2026. 20 funds tracked by Wall St. Rank hold RITM as of Q3 2026.

  • Apella Capital held 51,021 shares of Rithm Capital worth $435K as of Q3 2026.
  • Apella Capital sold 45 Rithm Capital shares in Q3 2026, an estimated $436.
  • Rithm Capital made up 0.01% of Apella Capital's portfolio in Q3 2026, its #534 holding.
  • Apella Capital first reported a position in Rithm Capital in Q1 2026 and has held it in 3 quarters since.
  • Apella Capital's Rithm Capital position peaked at $533K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Rithm Capital as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.