AWM
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Axxcess Wealth Management’s Rithm Capital RITM Stock Holding History

Axxcess Wealth Management’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 		$170K Buy
+18,093
New +$172K ﹤0.01% 1022
2026
Q1 		– Sell
-17,560
Closed -$191K – 860
2025
Q4 		$191K Buy
17,560
+244
+1% +$2.7K ﹤0.01% 1001
2025
Q3 		$197K Buy
17,316
+218
+1% +$2.64K ﹤0.01% 894
2025
Q2 		$193K Buy
17,098
+231
+1% +$2.54K ﹤0.01% 852
2025
Q1 		$193K Buy
16,867
+216
+1% +$2.5K 0.01% 815
2024
Q4 		$180K Sell
16,651
-13,782
-45% -$149K ﹤0.01% 827
2024
Q3 		$345K Buy
30,433
+97
+0.3% +$1.1K 0.01% 648
2024
Q2 		$331K Sell
30,336
-6,364
-17% -$70.4K 0.01% 626
2024
Q1 		$410K Buy
36,700
+209
+0.6% +$2.25K 0.01% 588
2023
Q4 		$390K Buy
36,491
+244
+0.7% +$2.43K 0.01% 574
2023
Q3 		$337K Buy
36,247
+20,915
+136% +$206K 0.01% 571
2023
Q2 		$143K Sell
15,332
-20,385
-57% -$170K 0.01% 565
2023
Q1 		$286K Buy
35,717
+20,866
+141% +$184K 0.02% 495
2022
Q4 		$121K Buy
14,851
+120
+0.8% +$1K 0.01% 588
2022
Q3 		$108K Buy
14,731
+180
+1% +$1.71K 0.01% 520
2022
Q2 		$136K Buy
14,551
+42
+0.3% +$441 0.01% 511
2022
Q1 		$159K Buy
14,509
+179
+1% +$1.9K 0.01% 599
2021
Q4 		$153K Buy
+14,330
New +$160K 0.01% 602

Other funds holding RITM

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
FSA
Fort Sheridan Advisors Highland Park, Illinois $928M AUM 38.18% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Axxcess Wealth Management's RITM Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Rithm Capital (RITM) in Q2 2026: 18,093 shares worth $170K. The stake represents ﹤0.01% of the portfolio and ranks #1022 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in RITM as recently as Q4 2025.

Axxcess Wealth Management first reported a position in RITM in Q4 2021 and has held it in 18 quarters since. The position peaked at $410K in Q1 2024. 227 funds tracked by Wall St. Rank hold RITM as of Q2 2026.

  • Axxcess Wealth Management held 18,093 shares of Rithm Capital worth $170K as of Q2 2026.
  • Rithm Capital was a new Axxcess Wealth Management position in Q2 2026.
  • Rithm Capital made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #1022 holding.
  • Axxcess Wealth Management first reported a position in Rithm Capital in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's Rithm Capital position peaked at $410K in Q1 2024.
  • 227 funds tracked by Wall St. Rank held Rithm Capital as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.