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Bayview Asset Management’s Rithm Capital RITM Stock Holding History

Bayview Asset 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
Q1 		$3.85M Sell
405,707
-20,270
-5% -$212K 1.48% 19
2025
Q4 		$4.64M Buy
425,977
+150,977
+55% +$1.67M 1.07% 11
2025
Q3 		$3.13M Buy
275,000
+187,500
+214% +$2.27M 0.77% 14
2025
Q2 		$988K Hold
87,500
– – 0.38% 49
2025
Q1 		$1M Sell
87,500
-62,500
-42% -$723K 0.42% 45
2024
Q4 		$1.62M Buy
150,000
+10,000
+7% +$108K 1.31% 20
2024
Q3 		$1.59M Hold
140,000
– – 0.49% 20
2024
Q2 		$1.53M Buy
+140,000
New +$1.55M 0.53% 24

Other funds holding RITM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bayview Asset Management's RITM Position: Q1 2026 in Review

Bayview Asset Management reduced its Rithm Capital (RITM) stake by 4.8% in Q1 2026, selling an estimated $212K and leaving 405,707 shares worth $3.85M. The position accounts for 1.48% of the portfolio, ranked #19.

Bayview Asset Management first reported a position in RITM in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.64M in Q4 2025. 523 funds tracked by Wall St. Rank hold RITM as of Q1 2026.

  • Bayview Asset Management held 405,707 shares of Rithm Capital worth $3.85M as of Q1 2026.
  • Bayview Asset Management sold 20,270 Rithm Capital shares in Q1 2026, an estimated $212K.
  • Rithm Capital made up 1.48% of Bayview Asset Management's portfolio in Q1 2026, its #19 holding.
  • Bayview Asset Management first reported a position in Rithm Capital in Q2 2024 and has held it in 8 quarters since.
  • Bayview Asset Management's Rithm Capital position peaked at $4.64M in Q4 2025.
  • 523 funds tracked by Wall St. Rank held Rithm Capital as of Q1 2026.

Based on Bayview Asset Management's 13F filing for Q1 2026, filed 15 May 2026.