BRWA
RC

B. Riley Wealth Advisors’s Ready Capital RC Stock Holding History

B. Riley 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
2026
Q2 		$24.9K Hold
14,167
– – ﹤0.01% 893
2026
Q1 		$22.7K Sell
14,167
-7,500
-35% -$14.4K ﹤0.01% 864
2025
Q4 		$47.2K Sell
21,667
-2,158
-9% -$6.04K ﹤0.01% 976
2025
Q3 		$92.2K Sell
23,825
-7,400
-24% -$31.2K ﹤0.01% 959
2025
Q2 		$136K Buy
+31,225
New +$139K 0.01% 936
2024
Q4 		$162K Buy
22,893
+12,000
+110% +$86.2K 0.01% 1055
2024
Q3 		$84.9K Buy
10,893
+693
+7% +$5.88K ﹤0.01% 1217
2024
Q2 		$86.5K Sell
10,200
-2,770
-21% -$23.6K ﹤0.01% 1316
2024
Q1 		$136K Buy
12,970
+1,455
+13% +$13.5K ﹤0.01% 1324
2023
Q4 		$121K Sell
11,515
-1,455
-11% -$14.8K ﹤0.01% 1311
2023
Q3 		$136K Buy
+12,970
New +$143K ﹤0.01% 1324

Other funds holding RC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MCM
Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WAM
Waterfall Asset Management New York $163M AUM 0.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

B. Riley Wealth Advisors's RC Position: Q2 2026 in Review

B. Riley Wealth Advisors held its Ready Capital (RC) position steady in Q2 2026 at 14,167 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

B. Riley Wealth Advisors first reported a position in RC in Q3 2023 and has held it in 11 quarters since. The position peaked at $162K in Q4 2024. 231 funds tracked by Wall St. Rank hold RC as of Q2 2026.

  • B. Riley Wealth Advisors held 14,167 shares of Ready Capital worth $24.9K as of Q2 2026.
  • B. Riley Wealth Advisors left its Ready Capital share count unchanged in Q2 2026.
  • Ready Capital made up ﹤0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #893 holding.
  • B. Riley Wealth Advisors first reported a position in Ready Capital in Q3 2023 and has held it in 11 quarters since.
  • B. Riley Wealth Advisors's Ready Capital position peaked at $162K in Q4 2024.
  • 231 funds tracked by Wall St. Rank held Ready Capital as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.