GoalVest Advisory’s Rithm Capital RITM Stock Holding History

GoalVest Advisory’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 Q3	$127K	Hold	14,254	–	–	0.02%	144
2026 Q2	$134K	Hold	14,254	–	–	0.02%	138
2026 Q1	$135K	Sell	14,254 -1,656	-10%	-$17.3K	0.03%	164
2025 Q4	$173K	Buy	15,910 +1,656	+12%	+$18.3K	0.03%	156
2025 Q3	$162K	Hold	14,254	–	–	0.03%	144
2025 Q2	$161K	Hold	14,254	–	–	0.04%	145
2025 Q1	$163K	Hold	14,254	–	–	0.04%	128
2024 Q4	$154K	Hold	14,254	–	–	0.04%	130
2024 Q3	$162K	Hold	14,254	–	–	0.05%	121
2024 Q2	$156K	Hold	14,254	–	–	0.05%	117
2024 Q1	$159K	Hold	14,254	–	–	0.05%	121
2023 Q4	$152K	Hold	14,254	–	–	0.07%	76
2023 Q3	$132K	Hold	14,254	–	–	0.07%	87
2023 Q2	$133K	Hold	14,254	–	–	0.07%	84
2023 Q1	$114K	Hold	14,254	–	–	0.07%	82
2022 Q4	$116K	Hold	14,254	–	–	0.08%	86
2022 Q3	$104K	Hold	14,254	–	–	0.07%	89
2022 Q2	$137K	Hold	14,254	–	–	0.09%	119
2022 Q1	$157K	Buy	+14,254	New	+$151K	0.09%	115

Other funds holding RITM

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RIA

Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MCFP

Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return

BTC

Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

GoalVest Advisory's RITM Position: Q3 2026 in Review

GoalVest Advisory held its Rithm Capital (RITM) position steady in Q3 2026 at 14,254 shares worth $127K. The position accounts for 0.02% of the portfolio, ranked #144.

GoalVest Advisory first reported a position in RITM in Q1 2022 and has held it in 19 quarters since. The position peaked at $173K in Q4 2025. 20 funds tracked by Wall St. Rank hold RITM as of Q3 2026.

GoalVest Advisory held 14,254 shares of Rithm Capital worth $127K as of Q3 2026.
GoalVest Advisory left its Rithm Capital share count unchanged in Q3 2026.
Rithm Capital made up 0.02% of GoalVest Advisory's portfolio in Q3 2026, its #144 holding.
GoalVest Advisory first reported a position in Rithm Capital in Q1 2022 and has held it in 19 quarters since.
GoalVest Advisory's Rithm Capital position peaked at $173K in Q4 2025.
20 funds tracked by Wall St. Rank held Rithm Capital as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.