EverSource Wealth Advisors’s Ready Capital RC Stock Holding History

EverSource Wealth Advisors’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 Q2	$9.71K	Buy	5,546 +3,507	+172%	+$6.16K	﹤0.01%	2933
2026 Q1	$3.31K	Buy	2,039 +1,623	+390%	+$3.11K	﹤0.01%	3453
2025 Q4	$907	Buy	+416	New	+$1.17K	﹤0.01%	3733
2025 Q3	–	Sell	-3,028	Closed	-$13.2K	–	4444
2025 Q2	$13.2K	Buy	3,028 +2,329	+333%	+$10.3K	﹤0.01%	2612
2025 Q1	$3.56K	Buy	699 +229	+49%	+$1.41K	﹤0.01%	2657
2024 Q4	$3.21K	Sell	470 -715	-60%	-$5.14K	﹤0.01%	2533
2024 Q3	$9.04K	Sell	1,185 -173	-13%	-$1.47K	﹤0.01%	1925
2024 Q2	$12.6K	Sell	1,358 -152	-10%	-$1.3K	﹤0.01%	1736
2024 Q1	$12.9K	Sell	1,510 -17	-1%	-$158	﹤0.01%	1573
2023 Q4	$15.7K	Hold	1,527	–	–	﹤0.01%	1354
2023 Q3	$15.4K	Hold	1,527	–	–	﹤0.01%	1226
2023 Q2	$17.2K	Buy	+1,527	New	+$16.1K	﹤0.01%	1213
2022 Q4	–	Sell	-115	Closed	-$1K	–	2407
2022 Q3	$1K	Sell	115 -333	-74%	-$4.31K	﹤0.01%	1872
2022 Q2	$6K	Hold	448	–	–	﹤0.01%	1217
2022 Q1	$7K	Sell	448 -96	-18%	-$1.44K	﹤0.01%	1146
2021 Q4	$8K	Buy	+544	New	+$8.48K	﹤0.01%	1064

Other funds holding RC

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MCM

Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return

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

WAM

Waterfall Asset Management New York $163M AUM 0.31% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

EverSource Wealth Advisors's RC Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Ready Capital (RC) stake by 172% in Q2 2026, buying an estimated $6.16K and bringing the position to 5,546 shares worth $9.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2933.

EverSource Wealth Advisors first reported a position in RC in Q4 2021 and has held it in 16 quarters since. The position peaked at $17.2K in Q2 2023. 231 funds tracked by Wall St. Rank hold RC as of Q2 2026.

EverSource Wealth Advisors held 5,546 shares of Ready Capital worth $9.71K as of Q2 2026.
EverSource Wealth Advisors bought 3,507 Ready Capital shares in Q2 2026, an estimated $6.16K.
Ready Capital made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2933 holding.
EverSource Wealth Advisors first reported a position in Ready Capital in Q4 2021 and has held it in 16 quarters since.
EverSource Wealth Advisors's Ready Capital position peaked at $17.2K in Q2 2023.
231 funds tracked by Wall St. Rank held Ready Capital as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.