Focus Partners Wealth
RWT icon

Focus Partners Wealth’s Redwood Trust RWT Stock Holding History

Focus Partners Wealth’s Portfolio RWT Stock Details RWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$146K Buy
30,701
+6,960
+29% +$37.8K ﹤0.01% 2570
2026
Q1 		$133K Buy
23,741
+1,566
+7% +$9.08K ﹤0.01% 2482
2025
Q4 		$123K Buy
22,175
+1,633
+8% +$8.97K ﹤0.01% 2528
2025
Q3 		$119K Buy
+20,542
New +$123K ﹤0.01% 2118
2025
Q2 		– Sell
-20,080
Closed -$122K – 2121
2025
Q1 		$122K Sell
20,080
-84
-0.4% -$538 ﹤0.01% 1805
2024
Q4 		$132K Buy
20,164
+2,488
+14% +$17.9K ﹤0.01% 1777
2024
Q3 		$137K Buy
+17,676
New +$129K ﹤0.01% 1497

Other funds holding RWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Focus Partners Wealth's RWT Position: Q2 2026 in Review

Focus Partners Wealth increased its Redwood Trust (RWT) stake by 29% in Q2 2026, buying an estimated $37.8K and bringing the position to 30,701 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #2570.

Focus Partners Wealth first reported a position in RWT in Q3 2024 and has held it in 7 quarters since. 227 funds tracked by Wall St. Rank hold RWT as of Q2 2026.

  • Focus Partners Wealth held 30,701 shares of Redwood Trust worth $146K as of Q2 2026.
  • Focus Partners Wealth bought 6,960 Redwood Trust shares in Q2 2026, an estimated $37.8K.
  • Redwood Trust made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2570 holding.
  • Focus Partners Wealth first reported a position in Redwood Trust in Q3 2024 and has held it in 7 quarters since.
  • 227 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2026.

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