BIA
RC

Bell Investment Advisors’s Ready Capital RC Stock Holding History

Bell Investment 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
2025
Q3 		– Sell
-158
Closed -$691 – 1950
2025
Q2 		$691 Hold
158
– – ﹤0.01% 1686
2025
Q1 		$805 Hold
158
– – ﹤0.01% 1621
2024
Q4 		$1.08K Sell
158
-68
-30% -$489 ﹤0.01% 1557
2024
Q3 		$1.73K Sell
226
-61
-21% -$517 ﹤0.01% 1408
2024
Q2 		$2.35K Buy
287
+9
+3% +$77 ﹤0.01% 1284
2024
Q1 		$2.54K Sell
278
-50
-15% -$463 ﹤0.01% 1240
2023
Q4 		$3.36K Sell
328
-88
-21% -$894 ﹤0.01% 1092
2023
Q3 		$4.21K Buy
416
+323
+347% +$3.55K ﹤0.01% 897
2023
Q2 		$1.05K Buy
93
+5
+6% +$53 ﹤0.01% 1591
2023
Q1 		$895 Buy
88
+47
+115% +$550 ﹤0.01% 1614
2022
Q4 		$457 Buy
+41
New +$493 ﹤0.01% 1882

Other funds holding RC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WAM
Waterfall Asset Management New York $163M AUM 0.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bell Investment Advisors's RC Position: Q3 2025 in Review

Bell Investment Advisors sold out of Ready Capital (RC) in Q3 2025, closing a stake of 158 shares — an estimated $691 sold.

Bell Investment Advisors first reported a position in RC in Q4 2022 and held it in 11 quarters. The position peaked at $4.21K in Q3 2023. 276 funds tracked by Wall St. Rank hold RC as of Q3 2025.

  • Bell Investment Advisors reported no remaining Ready Capital position as of Q3 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 158 Ready Capital shares in Q3 2025, an estimated $691.
  • Bell Investment Advisors first reported a position in Ready Capital in Q4 2022 and held it in 11 quarters.
  • Bell Investment Advisors's Ready Capital position peaked at $4.21K in Q3 2023.
  • 276 funds tracked by Wall St. Rank held Ready Capital as of Q3 2025.

Based on Bell Investment Advisors's 13F filing for Q3 2025, filed 21 Nov 2025.