BEI
RWT

Benjamin Edwards Inc’s Redwood Trust RWT Stock Holding History

Benjamin Edwards Inc’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
2025
Q4 		– Sell
-12,380
Closed -$71.7K – 1365
2025
Q3 		$71.7K Buy
+12,380
New +$74K ﹤0.01% 1286
2020
Q1 		– Sell
-39,392
Closed -$652K – 379
2019
Q4 		$652K Buy
39,392
+1,864
+5% +$30.6K 1.33% 19
2019
Q3 		$616K Buy
37,528
+3,224
+9% +$53.9K 1.33% 17
2019
Q2 		$567K Buy
34,304
+25,987
+312% +$421K 1.37% 16
2019
Q1 		$134K Buy
+8,317
New +$131K 0.64% 31

Other funds holding RWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Benjamin Edwards Inc's RWT Position: Q4 2025 in Review

Benjamin Edwards Inc sold out of Redwood Trust (RWT) in Q4 2025, closing a stake of 12,380 shares — an estimated $71.7K sold.

Benjamin Edwards Inc first reported a position in RWT in Q1 2019 and held it in 5 quarters. The position peaked at $652K in Q4 2019. 213 funds tracked by Wall St. Rank hold RWT as of Q4 2025.

  • Benjamin Edwards Inc reported no remaining Redwood Trust position as of Q4 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 12,380 Redwood Trust shares in Q4 2025, an estimated $71.7K.
  • Benjamin Edwards Inc first reported a position in Redwood Trust in Q1 2019 and held it in 5 quarters.
  • Benjamin Edwards Inc's Redwood Trust position peaked at $652K in Q4 2019.
  • 213 funds tracked by Wall St. Rank held Redwood Trust as of Q4 2025.

Based on Benjamin Edwards Inc's 13F filing for Q4 2025, filed 2 Feb 2026.