AWA
RC

Arkadios Wealth Advisors’s Ready Capital RC Stock Holding History

Arkadios Wealth Advisors’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
2025
Q2 		– Sell
-11,472
Closed -$58.4K – 1356
2025
Q1 		$58.4K Buy
+11,472
New +$70.7K ﹤0.01% 1095
2021
Q4 		– Sell
-200
Closed -$2K – 1487
2021
Q3 		$2K Buy
+200
New +$3.03K ﹤0.01% 1764

Other funds holding RC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
WAM
Waterfall Asset Management New York $179M AUM 12.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Arkadios Wealth Advisors's RC Position: Q2 2025 in Review

Arkadios Wealth Advisors sold out of Ready Capital (RC) in Q2 2025, closing a stake of 11,472 shares — an estimated $58.4K sold.

Arkadios Wealth Advisors first reported a position in RC in Q3 2021 and held it in 2 quarters. The position peaked at $58.4K in Q1 2025. 300 funds tracked by Wall St. Rank hold RC as of Q2 2025.

  • Arkadios Wealth Advisors reported no remaining Ready Capital position as of Q2 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 11,472 Ready Capital shares in Q2 2025, an estimated $58.4K.
  • Arkadios Wealth Advisors first reported a position in Ready Capital in Q3 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Ready Capital position peaked at $58.4K in Q1 2025.
  • 300 funds tracked by Wall St. Rank held Ready Capital as of Q2 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.