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 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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GoalVest Advisory's RITM Position: Q2 2026 in Review

GoalVest Advisory held its Rithm Capital (RITM) position steady in Q2 2026 at 14,254 shares worth $134K. The position accounts for 0.02% of the portfolio, ranked #138.

GoalVest Advisory first reported a position in RITM in Q1 2022 and has held it in 18 quarters since. The position peaked at $173K in Q4 2025. 510 funds tracked by Wall St. Rank hold RITM as of Q2 2026.

GoalVest Advisory held 14,254 shares of Rithm Capital worth $134K as of Q2 2026.
GoalVest Advisory left its Rithm Capital share count unchanged in Q2 2026.
Rithm Capital made up 0.02% of GoalVest Advisory's portfolio in Q2 2026, its #138 holding.
GoalVest Advisory first reported a position in Rithm Capital in Q1 2022 and has held it in 18 quarters since.
GoalVest Advisory's Rithm Capital position peaked at $173K in Q4 2025.
510 funds tracked by Wall St. Rank held Rithm Capital as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.