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Crestwood Advisors Group’s Redwood Trust RWT Stock Holding History

Crestwood Advisors Group’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
2025
Q4 		– Sell
-30,684
Closed -$178K – 707
2025
Q3 		$178K Buy
+30,684
New +$183K ﹤0.01% 558

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Crestwood Advisors Group's RWT Position: Q4 2025 in Review

Crestwood Advisors Group sold out of Redwood Trust (RWT) in Q4 2025, closing a stake of 30,684 shares — an estimated $178K sold.

Crestwood Advisors Group first reported a position in RWT in Q3 2025 and held it in 1 quarter. The position peaked at $178K in Q3 2025. 213 funds tracked by Wall St. Rank hold RWT as of Q4 2025.

  • Crestwood Advisors Group reported no remaining Redwood Trust position as of Q4 2025 after selling out during the quarter.
  • Crestwood Advisors Group sold 30,684 Redwood Trust shares in Q4 2025, an estimated $178K.
  • Crestwood Advisors Group first reported a position in Redwood Trust in Q3 2025 and held it in 1 quarter.
  • Crestwood Advisors Group's Redwood Trust position peaked at $178K in Q3 2025.
  • 213 funds tracked by Wall St. Rank held Redwood Trust as of Q4 2025.

Based on Crestwood Advisors Group's 13F filing for Q4 2025, filed 3 Feb 2026.