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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

WAM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Congress Wealth Management's RC Position: Q2 2025 in Review

Congress Wealth Management increased its Ready Capital (RC) stake by 12% in Q2 2025, buying an estimated $12.8K and bringing the position to 27,590 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

Congress Wealth Management first reported a position in RC in Q2 2022 and has held it in 12 quarters since. The position peaked at $360K in Q2 2022. 300 funds tracked by Wall St. Rank hold RC as of Q2 2025.

Congress Wealth Management held 27,590 shares of Ready Capital worth $121K as of Q2 2025.
Congress Wealth Management bought 2,878 Ready Capital shares in Q2 2025, an estimated $12.8K.
Ready Capital made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1159 holding.
Congress Wealth Management first reported a position in Ready Capital in Q2 2022 and has held it in 12 quarters since.
Congress Wealth Management's Ready Capital position peaked at $360K in Q2 2022.
300 funds tracked by Wall St. Rank held Ready Capital as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.