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EP Wealth Advisors’s Rithm Capital RITM Stock Holding History

EP Wealth Advisors’s Portfolio RITM Stock Details RITM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$116K Sell
12,253
-7,177
-37% -$75.1K ﹤0.01% 1453
2025
Q4 		$212K Buy
+19,430
New +$215K ﹤0.01% 1359
2025
Q2 		$138K Buy
+12,188
New +$134K ﹤0.01% 1337
2014
Q1 		– Sell
-6,370
Closed -$85K – 128
2013
Q4 		$85K Buy
+6,370
New +$82.1K 0.02% 123

Other funds holding RITM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

EP Wealth Advisors's RITM Position: Q1 2026 in Review

EP Wealth Advisors reduced its Rithm Capital (RITM) stake by 37% in Q1 2026, selling an estimated $75.1K and leaving 12,253 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

EP Wealth Advisors first reported a position in RITM in Q4 2013 and has held it in 4 quarters since. The position peaked at $212K in Q4 2025. 522 funds tracked by Wall St. Rank hold RITM as of Q1 2026.

  • EP Wealth Advisors held 12,253 shares of Rithm Capital worth $116K as of Q1 2026.
  • EP Wealth Advisors sold 7,177 Rithm Capital shares in Q1 2026, an estimated $75.1K.
  • Rithm Capital made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1453 holding.
  • EP Wealth Advisors first reported a position in Rithm Capital in Q4 2013 and has held it in 4 quarters since.
  • EP Wealth Advisors's Rithm Capital position peaked at $212K in Q4 2025.
  • 522 funds tracked by Wall St. Rank held Rithm Capital as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.