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Bruce G. Allen Investments’s Redwood Trust RWT Stock Holding History

Bruce G. Allen Investments’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 		$431 Hold
91
– – ﹤0.01% 960
2026
Q1 		$511 Buy
91
+1
+1% +$6 ﹤0.01% 965
2025
Q4 		$498 Sell
90
-1
-1% -$5 ﹤0.01% 972
2025
Q3 		$527 Sell
91
-1
-1% -$6 ﹤0.01% 958
2025
Q2 		$544 Hold
92
– – ﹤0.01% 941
2025
Q1 		$558 Hold
92
– – ﹤0.01% 924
2024
Q4 		$601 Buy
92
+14
+18% +$101 ﹤0.01% 925
2024
Q3 		$603 Buy
+78
New +$569 ﹤0.01% 920

Other funds holding RWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bruce G. Allen Investments's RWT Position: Q2 2026 in Review

Bruce G. Allen Investments held its Redwood Trust (RWT) position steady in Q2 2026 at 91 shares worth $431. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Bruce G. Allen Investments first reported a position in RWT in Q3 2024 and has held it in 8 quarters since. The position peaked at $603 in Q3 2024. 227 funds tracked by Wall St. Rank hold RWT as of Q2 2026.

  • Bruce G. Allen Investments held 91 shares of Redwood Trust worth $431 as of Q2 2026.
  • Bruce G. Allen Investments left its Redwood Trust share count unchanged in Q2 2026.
  • Redwood Trust made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #960 holding.
  • Bruce G. Allen Investments first reported a position in Redwood Trust in Q3 2024 and has held it in 8 quarters since.
  • Bruce G. Allen Investments's Redwood Trust position peaked at $603 in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.