Avidian Wealth Enterprises’s Ready Capital RC Stock Holding History

Avidian Wealth Enterprises’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	–	Sell	-43,695	Closed	-$95.3K	–	691
2025 Q4	$95.3K	Sell	43,695 -410	-0.9%	-$1.15K	﹤0.01%	573
2025 Q3	$171K	Buy	44,105 +457	+1%	+$1.93K	0.01%	566
2025 Q2	$191K	Buy	43,648 +440	+1%	+$1.95K	0.01%	536
2025 Q1	$220K	Buy	+43,208	New	+$266K	0.01%	487

Other funds holding RC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MCM

Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return

WAM

Waterfall Asset Management New York $163M AUM 0.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Avidian Wealth Enterprises's RC Position: Q1 2026 in Review

Avidian Wealth Enterprises sold out of Ready Capital (RC) in Q1 2026, closing a stake of 43,695 shares — an estimated $95.3K sold.

Avidian Wealth Enterprises first reported a position in RC in Q1 2025 and held it in 4 quarters. The position peaked at $220K in Q1 2025. 242 funds tracked by Wall St. Rank hold RC as of Q1 2026.

Avidian Wealth Enterprises reported no remaining Ready Capital position as of Q1 2026 after selling out during the quarter.
Avidian Wealth Enterprises sold 43,695 Ready Capital shares in Q1 2026, an estimated $95.3K.
Avidian Wealth Enterprises first reported a position in Ready Capital in Q1 2025 and held it in 4 quarters.
Avidian Wealth Enterprises's Ready Capital position peaked at $220K in Q1 2025.
242 funds tracked by Wall St. Rank held Ready Capital as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.