CA
RWT

Clearstead Advisors’s Redwood Trust RWT Stock Holding History

Clearstead Advisors’s Portfolio RWT Stock Details RWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.51K Buy
+319
New +$1.73K ﹤0.01% 2575
2026
Q1 		– Sell
-5,428
Closed -$30K – 2749
2025
Q4 		$30K Buy
5,428
+3,572
+192% +$19.6K ﹤0.01% 1582
2025
Q3 		$10.7K Buy
1,856
+1
+0.1% +$6 ﹤0.01% 1909
2025
Q2 		$11K Buy
+1,855
New +$10.5K ﹤0.01% 1859

Other funds holding RWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Clearstead Advisors's RWT Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Redwood Trust (RWT) in Q2 2026: 319 shares worth $1.51K. The stake represents ﹤0.01% of the portfolio and ranks #2575 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in RWT as recently as Q4 2025.

Clearstead Advisors first reported a position in RWT in Q2 2025 and has held it in 4 quarters since. The position peaked at $30K in Q4 2025. 228 funds tracked by Wall St. Rank hold RWT as of Q2 2026.

  • Clearstead Advisors held 319 shares of Redwood Trust worth $1.51K as of Q2 2026.
  • Redwood Trust was a new Clearstead Advisors position in Q2 2026.
  • Redwood Trust made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2575 holding.
  • Clearstead Advisors first reported a position in Redwood Trust in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Redwood Trust position peaked at $30K in Q4 2025.
  • 228 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.