CWM
RC

Congress Wealth Management’s Ready Capital RC Stock Holding History

Congress Wealth Management’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 		$121K Buy
27,590
+2,878
+12% +$12.8K ﹤0.01% 1159
2025
Q1 		$126K Hold
24,712
– – ﹤0.01% 1047
2024
Q4 		$169K Hold
24,712
– – ﹤0.01% 862
2024
Q3 		$189K Hold
24,712
– – ﹤0.01% 828
2024
Q2 		$202K Buy
+24,712
New +$211K ﹤0.01% 706
2024
Q1 		– Sell
-31,379
Closed -$322K – 626
2023
Q4 		$322K Buy
31,379
+6,667
+27% +$67.8K 0.01% 520
2023
Q3 		$250K Hold
24,712
– – 0.01% 550
2023
Q2 		$279K Hold
24,712
– – 0.01% 491
2023
Q1 		$251K Hold
24,712
– – 0.01% 506
2022
Q4 		$275K Hold
24,712
– – 0.01% 497
2022
Q3 		$251K Sell
24,712
-5,430
-18% -$70.3K 0.01% 493
2022
Q2 		$360K Buy
+30,142
New +$425K 0.01% 445

Other funds holding RC

BlackRock
BlackRock New York $5.7T 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 $50.9B 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