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Avantax Advisory Services’s Rithm Capital RITM Stock Holding History

Avantax 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
2025
Q2 		$273K Sell
24,209
-1,411
-6% -$15.5K ﹤0.01% 1990
2025
Q1 		$293K Sell
25,620
-1,370
-5% -$15.8K ﹤0.01% 1840
2024
Q4 		$292K Sell
26,990
-3,493
-11% -$37.8K ﹤0.01% 1795
2024
Q3 		$346K Buy
30,483
+1,922
+7% +$21.9K ﹤0.01% 1657
2024
Q2 		$312K Buy
28,561
+4,879
+21% +$54K ﹤0.01% 1671
2024
Q1 		$264K Buy
23,682
+2,214
+10% +$23.8K ﹤0.01% 1373
2023
Q4 		$229K Sell
21,468
-1,470
-6% -$14.6K ﹤0.01% 1394
2023
Q3 		$213K Buy
22,938
+2,620
+13% +$25.8K ﹤0.01% 1394
2023
Q2 		$190K Buy
20,318
+2
+0% +$17 ﹤0.01% 1411
2023
Q1 		$163K Sell
20,316
-1,451
-7% -$12.8K ﹤0.01% 1393
2022
Q4 		$178K Buy
21,767
+1,782
+9% +$14.9K ﹤0.01% 1330
2022
Q3 		$146K Sell
19,985
-20,526
-51% -$195K ﹤0.01% 1245
2022
Q2 		$378K Buy
40,511
+21,167
+109% +$222K 0.01% 904
2022
Q1 		$212K Buy
19,344
+8,088
+72% +$85.7K ﹤0.01% 1169
2021
Q4 		$121K Sell
11,256
-689
-6% -$7.69K ﹤0.01% 1207
2021
Q3 		$131K Buy
11,945
+1,665
+16% +$17.1K ﹤0.01% 1136
2021
Q2 		$107K Sell
10,280
-2,500
-20% -$26.6K ﹤0.01% 1111
2021
Q1 		$145K Buy
12,780
+352
+3% +$3.58K ﹤0.01% 990
2020
Q4 		$124K Sell
12,428
-9,343
-43% -$82.6K ﹤0.01% 902
2020
Q3 		$173K Buy
21,771
+10,863
+100% +$83.6K ﹤0.01% 1252
2020
Q2 		$81K Sell
10,908
-1
-0% -$6 ﹤0.01% 824
2020
Q1 		$54K Sell
10,909
-6,314
-37% -$91.5K ﹤0.01% 774
2019
Q4 		$277K Buy
17,223
+2,520
+17% +$39.6K 0.01% 652
2019
Q3 		$230K Buy
14,703
+70
+0.5% +$1.05K 0.01% 500
2019
Q2 		$225K Buy
+14,633
New +$239K 0.01% 458

Other funds holding RITM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's RITM Position: Q2 2025 in Review

Avantax Advisory Services reduced its Rithm Capital (RITM) stake by 5.5% in Q2 2025, selling an estimated $15.5K and leaving 24,209 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1990.

Avantax Advisory Services first reported a position in RITM in Q2 2019 and has held it in 25 quarters since. The position peaked at $378K in Q2 2022. 521 funds tracked by Wall St. Rank hold RITM as of Q2 2025.

  • Avantax Advisory Services held 24,209 shares of Rithm Capital worth $273K as of Q2 2025.
  • Avantax Advisory Services sold 1,411 Rithm Capital shares in Q2 2025, an estimated $15.5K.
  • Rithm Capital made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1990 holding.
  • Avantax Advisory Services first reported a position in Rithm Capital in Q2 2019 and has held it in 25 quarters since.
  • Avantax Advisory Services's Rithm Capital position peaked at $378K in Q2 2022.
  • 521 funds tracked by Wall St. Rank held Rithm Capital as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.