Bell Investment Advisors’s Redwood Trust RWT Stock Holding History

Bell Investment Advisors’s Portfolio RWT Stock Details RWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.16K	Hold	245	–	–	﹤0.01%	1494
2026 Q1	$1.38K	Hold	245	–	–	﹤0.01%	1453
2025 Q4	$1.35K	Hold	245	–	–	﹤0.01%	1473
2025 Q3	$1.42K	Hold	245	–	–	﹤0.01%	1449
2025 Q2	$1.45K	Hold	245	–	–	﹤0.01%	1468
2025 Q1	$1.49K	Hold	245	–	–	﹤0.01%	1422
2024 Q4	$1.6K	Hold	245	–	–	﹤0.01%	1412
2024 Q3	$1.89K	Hold	245	–	–	﹤0.01%	1376
2024 Q2	$1.59K	Hold	245	–	–	﹤0.01%	1451
2024 Q1	$1.56K	Hold	245	–	–	﹤0.01%	1447
2023 Q4	$1.82K	Hold	245	–	–	﹤0.01%	1370
2023 Q3	$1.75K	Hold	245	–	–	﹤0.01%	1347
2023 Q2	$1.56K	Hold	245	–	–	﹤0.01%	1415
2023 Q1	$1.65K	Hold	245	–	–	﹤0.01%	1356
2022 Q4	$1.66K	Hold	245	–	–	﹤0.01%	1385
2022 Q3	$1K	Hold	245	–	–	﹤0.01%	1551
2022 Q2	$2K	Buy	+245	New	+$2.25K	﹤0.01%	1222
2021 Q4	$4K	Hold	285	–	–	﹤0.01%	893
2021 Q3	$4K	Buy	+285	New	+$3.49K	﹤0.01%	823

Other funds holding RWT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bell Investment Advisors's RWT Position: Q2 2026 in Review

Bell Investment Advisors held its Redwood Trust (RWT) position steady in Q2 2026 at 245 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

Bell Investment Advisors first reported a position in RWT in Q3 2021 and has held it in 19 quarters since. The position peaked at $4K in Q4 2021. 227 funds tracked by Wall St. Rank hold RWT as of Q2 2026.

Bell Investment Advisors held 245 shares of Redwood Trust worth $1.16K as of Q2 2026.
Bell Investment Advisors left its Redwood Trust share count unchanged in Q2 2026.
Redwood Trust made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1494 holding.
Bell Investment Advisors first reported a position in Redwood Trust in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Redwood Trust position peaked at $4K in Q4 2021.
227 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.