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Caerus Investment Advisors’s Rithm Capital RITM Stock Holding History

Caerus Investment Advisors’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
Q1 		– Sell
-20,254
Closed -$221K – 363
2025
Q4 		$221K Sell
20,254
-2,398
-11% -$26.5K 0.07% 291
2025
Q3 		$258K Buy
+22,652
New +$274K 0.11% 217

Other funds holding RITM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Caerus Investment Advisors's RITM Position: Q1 2026 in Review

Caerus Investment Advisors sold out of Rithm Capital (RITM) in Q1 2026, closing a stake of 20,254 shares — an estimated $221K sold.

Caerus Investment Advisors first reported a position in RITM in Q3 2025 and held it in 2 quarters. The position peaked at $258K in Q3 2025. 523 funds tracked by Wall St. Rank hold RITM as of Q1 2026.

  • Caerus Investment Advisors reported no remaining Rithm Capital position as of Q1 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 20,254 Rithm Capital shares in Q1 2026, an estimated $221K.
  • Caerus Investment Advisors first reported a position in Rithm Capital in Q3 2025 and held it in 2 quarters.
  • Caerus Investment Advisors's Rithm Capital position peaked at $258K in Q3 2025.
  • 523 funds tracked by Wall St. Rank held Rithm Capital as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.