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Burney Company’s Rithm Capital RITM Stock Holding History

Burney Company’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
2026
Q2 		– Sell
-12,732
Closed -$121K – 644
2026
Q1 		$121K Sell
12,732
-105,192
-89% -$1.1M ﹤0.01% 576
2025
Q4 		$1.29M Sell
117,924
-420
-0.4% -$4.64K 0.04% 300
2025
Q3 		$1.35M Buy
118,344
+5,855
+5% +$70.9K 0.04% 279
2025
Q2 		$1.27M Sell
112,489
-8,329
-7% -$91.8K 0.04% 283
2025
Q1 		$1.38M Buy
120,818
+1,398
+1% +$16.2K 0.05% 269
2024
Q4 		$1.29M Buy
119,420
+6,601
+6% +$71.5K 0.05% 280
2024
Q3 		$1.28M Sell
112,819
-1,779
-2% -$20.2K 0.05% 283
2024
Q2 		$1.25M Buy
114,598
+65,507
+133% +$725K 0.05% 291
2024
Q1 		$548K Buy
+49,091
New +$527K 0.02% 420

Other funds holding RITM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Burney Company's RITM Position: Q2 2026 in Review

Burney Company sold out of Rithm Capital (RITM) in Q2 2026, closing a stake of 12,732 shares — an estimated $121K sold.

Burney Company first reported a position in RITM in Q1 2024 and held it in 9 quarters. The position peaked at $1.38M in Q1 2025. 510 funds tracked by Wall St. Rank hold RITM as of Q2 2026.

  • Burney Company reported no remaining Rithm Capital position as of Q2 2026 after selling out during the quarter.
  • Burney Company sold 12,732 Rithm Capital shares in Q2 2026, an estimated $121K.
  • Burney Company first reported a position in Rithm Capital in Q1 2024 and held it in 9 quarters.
  • Burney Company's Rithm Capital position peaked at $1.38M in Q1 2025.
  • 510 funds tracked by Wall St. Rank held Rithm Capital as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.