Blue Rock Wealth Management’s Rithm Capital RITM Stock Holding History

Blue Rock Wealth 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
2025 Q4	–	Sell	-10,000	Closed	-$114K	–	110
2025 Q3	$114K	Sell	10,000 -2,000	-17%	-$24.2K	0.07%	102
2025 Q2	$135K	Buy	12,000 +1,000	+9%	+$11K	0.09%	98
2025 Q1	$126K	Buy	+11,000	New	+$127K	0.11%	94

Other funds holding RITM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Blue Rock Wealth Management's RITM Position: Q4 2025 in Review

Blue Rock Wealth Management sold out of Rithm Capital (RITM) in Q4 2025, closing a stake of 10,000 shares — an estimated $114K sold.

Blue Rock Wealth Management first reported a position in RITM in Q1 2025 and held it in 3 quarters. The position peaked at $135K in Q2 2025. 545 funds tracked by Wall St. Rank hold RITM as of Q4 2025.

Blue Rock Wealth Management reported no remaining Rithm Capital position as of Q4 2025 after selling out during the quarter.
Blue Rock Wealth Management sold 10,000 Rithm Capital shares in Q4 2025, an estimated $114K.
Blue Rock Wealth Management first reported a position in Rithm Capital in Q1 2025 and held it in 3 quarters.
Blue Rock Wealth Management's Rithm Capital position peaked at $135K in Q2 2025.
545 funds tracked by Wall St. Rank held Rithm Capital as of Q4 2025.

Based on Blue Rock Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.