Focus Partners Wealth
RC

Focus Partners Wealth’s Ready Capital RC Stock Holding History

Focus Partners Wealth’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
Q1 		$17.2K Sell
10,607
-8,851
-45% -$16.9K ﹤0.01% 2619
2025
Q4 		$80K Buy
+19,458
New +$54.5K ﹤0.01% 2572
2025
Q3 		– Sell
-20,858
Closed -$91.3K – 2290
2025
Q2 		$91.3K Sell
20,858
-242,962
-92% -$1.08M ﹤0.01% 1950
2025
Q1 		$1.34M Buy
263,820
+30,477
+13% +$188K ﹤0.01% 966
2024
Q4 		$1.59M Buy
233,343
+794
+0.3% +$5.71K ﹤0.01% 902
2024
Q3 		$1.77M Sell
232,549
-11,164
-5% -$94.7K 0.01% 794
2024
Q2 		$1.99M Buy
243,713
+5,035
+2% +$42.9K 0.01% 655
2024
Q1 		$2.18M Sell
238,678
-934
-0.4% -$8.66K 0.02% 462
2023
Q4 		$2.46M Buy
+239,612
New +$2.44M 0.03% 323

Other funds holding RC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
WAM
Waterfall Asset Management New York $179M AUM 12.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return