Creative Planning
RC

Creative Planning’s Ready Capital RC Stock Holding History

Creative Planning’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
2026
Q2 		$503K Sell
287,241
-41,438
-13% -$72.8K ﹤0.01% 3183
2026
Q1 		$532K Sell
328,679
-28,939
-8% -$55.4K ﹤0.01% 2987
2025
Q4 		$780K Buy
357,618
+86,929
+32% +$243K ﹤0.01% 2480
2025
Q3 		$1.05M Sell
270,689
-17,997
-6% -$75.9K ﹤0.01% 2069
2025
Q2 		$1.26M Sell
288,686
-1,594
-0.5% -$7.08K ﹤0.01% 1666
2025
Q1 		$1.48M Buy
290,280
+4,686
+2% +$28.9K ﹤0.01% 1411
2024
Q4 		$1.95M Sell
285,594
-47,875
-14% -$344K ﹤0.01% 1149
2024
Q3 		$2.54M Sell
333,469
-16,813
-5% -$143K ﹤0.01% 941
2024
Q2 		$2.87M Sell
350,282
-126,510
-27% -$1.08M ﹤0.01% 836
2024
Q1 		$4.35M Sell
476,792
-171,257
-26% -$1.59M ﹤0.01% 650
2023
Q4 		$6.64M Sell
648,049
-69,343
-10% -$705K 0.01% 491
2023
Q3 		$7.25M Sell
717,392
-129,263
-15% -$1.42M 0.01% 431
2023
Q2 		$9.55M Buy
846,655
+42,165
+5% +$445K 0.01% 359
2023
Q1 		$8.18M Sell
804,490
-93,911
-10% -$1.1M 0.01% 378
2022
Q4 		$10M Sell
898,401
-35,935
-4% -$432K 0.02% 337
2022
Q3 		$9.47M Sell
934,336
-126,813
-12% -$1.64M 0.02% 317
2022
Q2 		$12.6M Buy
+1,061,149
New +$15M 0.02% 279
2017
Q2 		– Sell
-10,107
Closed -$146K – 4793
2017
Q1 		$146K Hold
10,107
– – ﹤0.01% 1705
2016
Q4 		$136K Buy
10,107
+10,000
+9,346% +$135K ﹤0.01% 1654
2016
Q3 		$2K Sell
107
-177
-62% -$2.47K ﹤0.01% 4245
2016
Q2 		$4K Sell
284
-6
-2% -$87 ﹤0.01% 3767
2016
Q1 		$4K Buy
290
+183
+171% +$2.6K ﹤0.01% 3712
2015
Q4 		$2K Hold
107
– – ﹤0.01% 4059
2015
Q3 		$1K Buy
+107
New +$1.64K ﹤0.01% 4129

Other funds holding RC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MCM
Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WAM
Waterfall Asset Management New York $163M AUM 0.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Planning's RC Position: Q2 2026 in Review

Creative Planning reduced its Ready Capital (RC) stake by 13% in Q2 2026, selling an estimated $72.8K and leaving 287,241 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #3183.

Creative Planning first reported a position in RC in Q3 2015 and has held it in 24 quarters since. The position peaked at $12.6M in Q2 2022. 231 funds tracked by Wall St. Rank hold RC as of Q2 2026.

  • Creative Planning held 287,241 shares of Ready Capital worth $503K as of Q2 2026.
  • Creative Planning sold 41,438 Ready Capital shares in Q2 2026, an estimated $72.8K.
  • Ready Capital made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3183 holding.
  • Creative Planning first reported a position in Ready Capital in Q3 2015 and has held it in 24 quarters since.
  • Creative Planning's Ready Capital position peaked at $12.6M in Q2 2022.
  • 231 funds tracked by Wall St. Rank held Ready Capital as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.