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 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 $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

MCM

Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return

WAM

Waterfall Asset Management New York $179M AUM 12.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cascade Financial Partners's RC Position: Q1 2026 in Review

Cascade Financial Partners reduced its Ready Capital (RC) stake by 45% in Q1 2026, selling an estimated $38.6K and leaving 24,480 shares worth $39.7K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Cascade Financial Partners first reported a position in RC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.14M in Q1 2024. 241 funds tracked by Wall St. Rank hold RC as of Q1 2026.

Cascade Financial Partners held 24,480 shares of Ready Capital worth $39.7K as of Q1 2026.
Cascade Financial Partners sold 20,176 Ready Capital shares in Q1 2026, an estimated $38.6K.
Ready Capital made up ﹤0.01% of Cascade Financial Partners's portfolio in Q1 2026, its #261 holding.
Cascade Financial Partners first reported a position in Ready Capital in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's Ready Capital position peaked at $1.14M in Q1 2024.
241 funds tracked by Wall St. Rank held Ready Capital as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.