Global Retirement Partners’s Redwood Trust RWT Stock Holding History

Global Retirement Partners’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	$839	Buy	+177	New	+$961	﹤0.01%	4219
2025 Q4	$282	Sell	51 -300	-85%	-$1.65K	﹤0.01%	4073
2025 Q3	$2.03K	Hold	351	–	–	﹤0.01%	3329
2025 Q2	$2.07K	Buy	+351	New	+$1.99K	﹤0.01%	3231
2024 Q4	$2.29K	Buy	351 +141	+67%	+$1.01K	﹤0.01%	3028
2024 Q3	$1.62K	Hold	210	–	–	﹤0.01%	2999
2024 Q2	$1.36K	Hold	210	–	–	﹤0.01%	3082
2024 Q1	$1.34K	Hold	210	–	–	﹤0.01%	2889
2023 Q4	$1.47K	Hold	210	–	–	﹤0.01%	2782
2023 Q3	$1.43K	Buy	210 +55	+35%	+$405	﹤0.01%	2661
2023 Q2	$987	Hold	155	–	–	﹤0.01%	2790
2023 Q1	$884	Hold	155	–	–	﹤0.01%	2772
2022 Q4	$1.05K	Hold	155	–	–	﹤0.01%	2578
2022 Q3	$1K	Hold	155	–	–	﹤0.01%	2571
2022 Q2	$1K	Hold	155	–	–	﹤0.01%	2543
2022 Q1	$2K	Buy	+155	New	+$1.76K	﹤0.01%	2239

Other funds holding RWT

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Global Retirement Partners's RWT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Redwood Trust (RWT) in Q2 2026: 177 shares worth $839. The stake represents ﹤0.01% of the portfolio and ranks #4219 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in RWT as recently as Q4 2025.

Global Retirement Partners first reported a position in RWT in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.29K in Q4 2024. 227 funds tracked by Wall St. Rank hold RWT as of Q2 2026.

Global Retirement Partners held 177 shares of Redwood Trust worth $839 as of Q2 2026.
Redwood Trust was a new Global Retirement Partners position in Q2 2026.
Redwood Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4219 holding.
Global Retirement Partners first reported a position in Redwood Trust in Q1 2022 and has held it in 16 quarters since.
Global Retirement Partners's Redwood Trust position peaked at $2.29K in Q4 2024.
227 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.