Golden State Wealth Management’s Redwood Trust RWT Stock Holding History

Golden State Wealth Management’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	–	Sell	-1,058	Closed	-$5.93K	–	1686
2026 Q1	$5.93K	Hold	1,058	–	–	﹤0.01%	1186
2025 Q4	$5.85K	Hold	1,058	–	–	﹤0.01%	1217
2025 Q3	$6.13K	Hold	1,058	–	–	﹤0.01%	1209
2025 Q2	$6.25K	Hold	1,058	–	–	﹤0.01%	1183
2025 Q1	$6.42K	Hold	1,058	–	–	﹤0.01%	1115
2024 Q4	$6.91K	Buy	+1,058	New	+$7.61K	﹤0.01%	1047
2020 Q4	–	Sell	-1,058	Closed	-$8K	–	382
2020 Q3	$8K	Buy	+1,058	New	+$7.48K	﹤0.01%	408
2020 Q2	–	Sell	-1,058	Closed	-$5K	–	782
2020 Q1	$5K	Buy	+1,058	New	+$15.7K	﹤0.01%	749
2019 Q4	–	Sell	-1,058	Closed	-$17K	–	746
2019 Q3	$17K	Hold	1,058	–	–	0.01%	649
2019 Q2	$17K	Hold	1,058	–	–	0.01%	650
2019 Q1	$17K	Buy	+1,058	New	+$16.7K	0.01%	665

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

Golden State Wealth Management's RWT Position: Q2 2026 in Review

Golden State Wealth Management sold out of Redwood Trust (RWT) in Q2 2026, closing a stake of 1,058 shares — an estimated $5.93K sold.

Golden State Wealth Management first reported a position in RWT in Q1 2019 and held it in 11 quarters. The position peaked at $17K in Q3 2019. 228 funds tracked by Wall St. Rank hold RWT as of Q2 2026.

Golden State Wealth Management reported no remaining Redwood Trust position as of Q2 2026 after selling out during the quarter.
Golden State Wealth Management sold 1,058 Redwood Trust shares in Q2 2026, an estimated $5.93K.
Golden State Wealth Management first reported a position in Redwood Trust in Q1 2019 and held it in 11 quarters.
Golden State Wealth Management's Redwood Trust position peaked at $17K in Q3 2019.
228 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.