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
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 $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
WAM
Waterfall Asset Management New York $179M AUM 12.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Creative Planning's RC Position: Q1 2026 in Review

Creative Planning reduced its Ready Capital (RC) stake by 8.1% in Q1 2026, selling an estimated $55.4K and leaving 328,679 shares worth $532K. The position accounts for ﹤0.01% of the portfolio, ranked #2987.

Creative Planning first reported a position in RC in Q3 2015 and has held it in 23 quarters since. The position peaked at $12.6M in Q2 2022. 241 funds tracked by Wall St. Rank hold RC as of Q1 2026.

  • Creative Planning held 328,679 shares of Ready Capital worth $532K as of Q1 2026.
  • Creative Planning sold 28,939 Ready Capital shares in Q1 2026, an estimated $55.4K.
  • Ready Capital made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2987 holding.
  • Creative Planning first reported a position in Ready Capital in Q3 2015 and has held it in 23 quarters since.
  • Creative Planning's Ready Capital position peaked at $12.6M in Q2 2022.
  • 241 funds tracked by Wall St. Rank held Ready Capital as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.