CWMK
RC

Caliber Wealth Management (Kansas)’s Ready Capital RC Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio RC Stock Details RC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14,319
Closed -$72.9K – 291
2025
Q1 		$72.9K Buy
+14,319
New +$88.2K 0.01% 250

Other funds holding RC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
WAM
Waterfall Asset Management New York $179M AUM 12.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Caliber Wealth Management (Kansas)'s RC Position: Q2 2025 in Review

Caliber Wealth Management (Kansas) sold out of Ready Capital (RC) in Q2 2025, closing a stake of 14,319 shares — an estimated $72.9K sold.

Caliber Wealth Management (Kansas) first reported a position in RC in Q1 2025 and held it in 1 quarter. The position peaked at $72.9K in Q1 2025. 300 funds tracked by Wall St. Rank hold RC as of Q2 2025.

  • Caliber Wealth Management (Kansas) reported no remaining Ready Capital position as of Q2 2025 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 14,319 Ready Capital shares in Q2 2025, an estimated $72.9K.
  • Caliber Wealth Management (Kansas) first reported a position in Ready Capital in Q1 2025 and held it in 1 quarter.
  • Caliber Wealth Management (Kansas)'s Ready Capital position peaked at $72.9K in Q1 2025.
  • 300 funds tracked by Wall St. Rank held Ready Capital as of Q2 2025.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2025, filed 30 Jul 2025.