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 $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
WAM
Waterfall Asset Management New York $179M AUM 12.99% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return