Concurrent Investment Advisors’s Rithm Capital RITM Stock Holding History

Concurrent 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 Q2	$1.17M	Sell	124,736 -24,746	-17%	-$236K	0.01%	933
2026 Q1	$1.42M	Buy	149,482 +15,922	+12%	+$167K	0.02%	730
2025 Q4	$1.46M	Buy	133,560 +5,659	+4%	+$62.5K	0.02%	687
2025 Q3	$1.46M	Buy	127,901 +5,133	+4%	+$62.2K	0.03%	546
2025 Q2	$1.39M	Buy	122,768 +3,101	+3%	+$34.2K	0.03%	518
2025 Q1	$1.37M	Buy	119,667 +10,983	+10%	+$127K	0.03%	457
2024 Q4	$1.18M	Buy	108,684 +24,039	+28%	+$260K	0.03%	453
2024 Q3	$961K	Buy	+84,645	New	+$963K	0.03%	474

Other funds holding RITM

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Concurrent Investment Advisors's RITM Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Rithm Capital (RITM) stake by 17% in Q2 2026, selling an estimated $236K and leaving 124,736 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #933.

Concurrent Investment Advisors first reported a position in RITM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.46M in Q3 2025. 178 funds tracked by Wall St. Rank hold RITM as of Q2 2026.

Concurrent Investment Advisors held 124,736 shares of Rithm Capital worth $1.17M as of Q2 2026.
Concurrent Investment Advisors sold 24,746 Rithm Capital shares in Q2 2026, an estimated $236K.
Rithm Capital made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #933 holding.
Concurrent Investment Advisors first reported a position in Rithm Capital in Q3 2024 and has held it in 8 quarters since.
Concurrent Investment Advisors's Rithm Capital position peaked at $1.46M in Q3 2025.
178 funds tracked by Wall St. Rank held Rithm Capital as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.