Essex Financial Services’s Rithm Capital RITM Stock Holding History

Essex Financial Services’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	$183K	Buy	19,522 +841	+5%	+$8.02K	0.01%	812
2026 Q1	$177K	Sell	18,681 -1,018	-5%	-$10.7K	0.01%	768
2025 Q4	$215K	Buy	19,699 +1,021	+5%	+$11.3K	0.01%	731
2025 Q3	$213K	Buy	18,678 +1,340	+8%	+$16.2K	0.01%	698
2025 Q2	$196K	Buy	17,338 +2,129	+14%	+$23.5K	0.01%	667
2025 Q1	$174K	Sell	15,209 -1,922	-11%	-$22.2K	0.01%	610
2024 Q4	$186K	Buy	17,131 +1,277	+8%	+$13.8K	0.01%	610
2024 Q3	$168K	Buy	15,854 +556	+4%	+$6.33K	0.01%	605
2024 Q2	$170K	Buy	15,298 +210	+1%	+$2.33K	0.01%	593
2024 Q1	$168K	Hold	15,088	–	–	0.02%	522
2023 Q4	$161K	Buy	15,088 +2,054	+16%	+$20.4K	0.02%	490
2023 Q3	$121K	Buy	13,034 +3,000	+30%	+$29.6K	0.01%	456
2023 Q2	$93.8K	Hold	10,034	–	–	0.01%	463
2023 Q1	$80.3K	Buy	+10,034	New	+$88.3K	0.01%	477
2020 Q2	–	Sell	-10,000	Closed	-$50K	–	261
2020 Q1	$50K	Hold	10,000	–	–	0.02%	243
2019 Q4	$161K	Hold	10,000	–	–	0.04%	259
2019 Q3	$157K	Hold	10,000	–	–	0.05%	240
2019 Q2	$154K	Hold	10,000	–	–	0.05%	230
2019 Q1	$169K	Buy	+10,000	New	+$165K	0.05%	224

Other funds holding RITM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Essex Financial Services's RITM Position: Q2 2026 in Review

Essex Financial Services increased its Rithm Capital (RITM) stake by 4.5% in Q2 2026, buying an estimated $8.02K and bringing the position to 19,522 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #812.

Essex Financial Services first reported a position in RITM in Q1 2019 and has held it in 19 quarters since. The position peaked at $215K in Q4 2025. 318 funds tracked by Wall St. Rank hold RITM as of Q2 2026.

Essex Financial Services held 19,522 shares of Rithm Capital worth $183K as of Q2 2026.
Essex Financial Services bought 841 Rithm Capital shares in Q2 2026, an estimated $8.02K.
Rithm Capital made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #812 holding.
Essex Financial Services first reported a position in Rithm Capital in Q1 2019 and has held it in 19 quarters since.
Essex Financial Services's Rithm Capital position peaked at $215K in Q4 2025.
318 funds tracked by Wall St. Rank held Rithm Capital as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.