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 Q2	–	Sell	-12,253	Closed	-$116K	–	1852
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EP Wealth Advisors's RITM Position: Q2 2026 in Review

EP Wealth Advisors sold out of Rithm Capital (RITM) in Q2 2026, closing a stake of 12,253 shares — an estimated $116K sold.

EP Wealth Advisors first reported a position in RITM in Q4 2013 and held it in 4 quarters. The position peaked at $212K in Q4 2025. 512 funds tracked by Wall St. Rank hold RITM as of Q2 2026.

EP Wealth Advisors reported no remaining Rithm Capital position as of Q2 2026 after selling out during the quarter.
EP Wealth Advisors sold 12,253 Rithm Capital shares in Q2 2026, an estimated $116K.
EP Wealth Advisors first reported a position in Rithm Capital in Q4 2013 and held it in 4 quarters.
EP Wealth Advisors's Rithm Capital position peaked at $212K in Q4 2025.
512 funds tracked by Wall St. Rank held Rithm Capital as of Q2 2026.

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