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BFC Planning, Inc.’s Redwood Trust RWT Stock Holding History

BFC Planning, Inc.’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 		$2.6K Buy
549
+12
+2% +$65 ﹤0.01% 2921
2026
Q1 		$3.01K Buy
537
+230
+75% +$1.33K ﹤0.01% 2491
2025
Q4 		$1.7K Buy
307
+10
+3% +$55 ﹤0.01% 2676
2025
Q3 		$1.72K Buy
297
+9
+3% +$54 ﹤0.01% 2520
2025
Q2 		$1.7K Buy
288
+9
+3% +$51 ﹤0.01% 2341
2025
Q1 		$1.7K Buy
279
+8
+3% +$51 ﹤0.01% 2338
2024
Q4 		$1.77K Buy
+271
New +$1.95K ﹤0.01% 2311

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 $3.44T AUM 36.12% 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 $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BFC Planning, Inc.'s RWT Position: Q2 2026 in Review

BFC Planning, Inc. increased its Redwood Trust (RWT) stake by 2.2% in Q2 2026, buying an estimated $65 and bringing the position to 549 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2921.

BFC Planning, Inc. first reported a position in RWT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.01K in Q1 2026. 230 funds tracked by Wall St. Rank hold RWT as of Q2 2026.

  • BFC Planning, Inc. held 549 shares of Redwood Trust worth $2.6K as of Q2 2026.
  • BFC Planning, Inc. bought 12 Redwood Trust shares in Q2 2026, an estimated $65.
  • Redwood Trust made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2921 holding.
  • BFC Planning, Inc. first reported a position in Redwood Trust in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Redwood Trust position peaked at $3.01K in Q1 2026.
  • 230 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.