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EverSource Wealth Advisors’s Rithm Capital RITM Stock Holding History

EverSource 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 		$40.2K Sell
4,284
-6,025
-58% -$57.4K ﹤0.01% 1916
2026
Q1 		$97.7K Buy
10,309
+1,274
+14% +$13.3K ﹤0.01% 1437
2025
Q4 		$98.5K Buy
9,035
+567
+7% +$6.27K ﹤0.01% 1318
2025
Q3 		$96.5K Buy
8,468
+1,818
+27% +$22K ﹤0.01% 1303
2025
Q2 		$75.1K Buy
6,650
+1,387
+26% +$15.3K ﹤0.01% 1363
2025
Q1 		$60.3K Sell
5,263
-2,299
-30% -$26.6K ﹤0.01% 1149
2024
Q4 		$81.9K Buy
7,562
+359
+5% +$3.89K ﹤0.01% 971
2024
Q3 		$81.8K Sell
7,203
-1,536
-18% -$17.5K 0.01% 867
2024
Q2 		$101K Buy
8,739
+183
+2% +$2.03K 0.01% 793
2024
Q1 		$95.1K Sell
8,556
-869
-9% -$9.34K 0.01% 726
2023
Q4 		$101K Sell
9,425
-308
-3% -$3.06K 0.01% 637
2023
Q3 		$90.4K Buy
9,733
+54
+0.6% +$532 0.01% 605
2023
Q2 		$90.5K Buy
9,679
+2,507
+35% +$21K 0.01% 615
2023
Q1 		$57.4K Sell
7,172
-518
-7% -$4.56K 0.01% 740
2022
Q4 		$62.8K Buy
7,690
+7,593
+7,828% +$63.4K 0.01% 663
2022
Q3 		$1K Sell
97
-4,735
-98% -$45.1K ﹤0.01% 1874
2022
Q2 		$45K Buy
+4,832
New +$50.7K 0.01% 652

Other funds holding RITM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Rithm Capital (RITM) stake by 58% in Q2 2026, selling an estimated $57.4K and leaving 4,284 shares worth $40.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1916.

EverSource Wealth Advisors first reported a position in RITM in Q2 2022 and has held it in 17 quarters since. The position peaked at $101K in Q2 2024. 512 funds tracked by Wall St. Rank hold RITM as of Q2 2026.

  • EverSource Wealth Advisors held 4,284 shares of Rithm Capital worth $40.2K as of Q2 2026.
  • EverSource Wealth Advisors sold 6,025 Rithm Capital shares in Q2 2026, an estimated $57.4K.
  • Rithm Capital made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1916 holding.
  • EverSource Wealth Advisors first reported a position in Rithm Capital in Q2 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Rithm Capital position peaked at $101K in Q2 2024.
  • 512 funds tracked by Wall St. Rank held Rithm Capital as of Q2 2026.

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