Cascade Financial Partners’s Ready Capital RC Stock Holding History

Cascade Financial Partners’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
2026 Q2	$42.8K	Hold	24,480	–	–	﹤0.01%	278
2026 Q1	$39.7K	Sell	24,480 -20,176	-45%	-$38.6K	﹤0.01%	261
2025 Q4	$97.3K	Sell	44,656 -10,987	-20%	-$30.8K	0.01%	266
2025 Q3	$215K	Hold	55,643	–	–	0.02%	250
2025 Q2	$243K	Buy	55,643 +15,000	+37%	+$66.6K	0.03%	229
2025 Q1	$207K	Buy	40,643 +291	+0.7%	+$1.79K	0.03%	233
2024 Q4	$275K	Sell	40,352 -73,973	-65%	-$532K	0.04%	197
2024 Q3	$796K	Hold	114,325	–	–	0.1%	114
2024 Q2	$935K	Sell	114,325 -22,112	-16%	-$188K	0.12%	103
2024 Q1	$1.14M	Buy	+136,437	New	+$1.26M	0.16%	89

Other funds holding RC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MCM

Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WAM

Waterfall Asset Management New York $163M AUM 0.31% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cascade Financial Partners's RC Position: Q2 2026 in Review

Cascade Financial Partners held its Ready Capital (RC) position steady in Q2 2026 at 24,480 shares worth $42.8K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Cascade Financial Partners first reported a position in RC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.14M in Q1 2024. 231 funds tracked by Wall St. Rank hold RC as of Q2 2026.

Cascade Financial Partners held 24,480 shares of Ready Capital worth $42.8K as of Q2 2026.
Cascade Financial Partners left its Ready Capital share count unchanged in Q2 2026.
Ready Capital made up ﹤0.01% of Cascade Financial Partners's portfolio in Q2 2026, its #278 holding.
Cascade Financial Partners first reported a position in Ready Capital in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's Ready Capital position peaked at $1.14M in Q1 2024.
231 funds tracked by Wall St. Rank held Ready Capital as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.