Corient Private Wealth
RWT

Corient Private Wealth’s Redwood Trust RWT Stock Holding History

Corient Private Wealth’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 		$373K Sell
78,650
-2,243
-3% -$12.2K ﹤0.01% 2414
2026
Q1 		$454K Buy
80,893
+61,235
+312% +$355K ﹤0.01% 2086
2025
Q4 		$109K Buy
19,658
+8,390
+74% +$46.1K ﹤0.01% 2535
2025
Q3 		$65.2K Buy
+11,268
New +$67.4K ﹤0.01% 2480

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

Corient Private Wealth's RWT Position: Q2 2026 in Review

Corient Private Wealth reduced its Redwood Trust (RWT) stake by 2.8% in Q2 2026, selling an estimated $12.2K and leaving 78,650 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #2414.

Corient Private Wealth first reported a position in RWT in Q3 2025 and has held it in 4 quarters since. The position peaked at $454K in Q1 2026. 227 funds tracked by Wall St. Rank hold RWT as of Q2 2026.

  • Corient Private Wealth held 78,650 shares of Redwood Trust worth $373K as of Q2 2026.
  • Corient Private Wealth sold 2,243 Redwood Trust shares in Q2 2026, an estimated $12.2K.
  • Redwood Trust made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2414 holding.
  • Corient Private Wealth first reported a position in Redwood Trust in Q3 2025 and has held it in 4 quarters since.
  • Corient Private Wealth's Redwood Trust position peaked at $454K in Q1 2026.
  • 227 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.