HWM
RC

HB Wealth Management’s Ready Capital RC Stock Holding History

HB Wealth Management’s Portfolio RC Stock Details RC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.2K Buy
18,951
+5,812
+44% +$10.2K ﹤0.01% 1689
2026
Q1 		$21.3K Buy
+13,139
New +$25.1K ﹤0.01% 1534
2025
Q2 		– Sell
-34,320
Closed -$175K – 1270
2025
Q1 		$175K Buy
34,320
+1,692
+5% +$10.4K ﹤0.01% 1151
2024
Q4 		$223K Sell
32,628
-1,785
-5% -$12.8K ﹤0.01% 933
2024
Q3 		$263K Buy
34,413
+1,197
+4% +$10.2K ﹤0.01% 801
2024
Q2 		$272K Buy
33,216
+1,101
+3% +$9.38K ﹤0.01% 752
2024
Q1 		$293K Sell
32,115
-34
-0.1% -$315 ﹤0.01% 667
2023
Q4 		$330K Buy
32,149
+974
+3% +$9.9K ﹤0.01% 579
2023
Q3 		$315K Buy
31,175
+33
+0.1% +$363 0.01% 551
2023
Q2 		$351K Buy
31,142
+2,930
+10% +$30.9K 0.01% 508
2023
Q1 		$287K Sell
28,212
-85
-0.3% -$994 0.01% 547
2022
Q4 		$315K Buy
28,297
+85
+0.3% +$1.02K 0.01% 503
2022
Q3 		$286K Hold
28,212
– – 0.01% 451
2022
Q2 		$336K Buy
+28,212
New +$397K 0.01% 419

Other funds holding RC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MCM
Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WAM
Waterfall Asset Management New York $163M AUM 0.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HB Wealth Management's RC Position: Q2 2026 in Review

HB Wealth Management increased its Ready Capital (RC) stake by 44% in Q2 2026, buying an estimated $10.2K and bringing the position to 18,951 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

HB Wealth Management first reported a position in RC in Q2 2022 and has held it in 14 quarters since. The position peaked at $351K in Q2 2023. 231 funds tracked by Wall St. Rank hold RC as of Q2 2026.

  • HB Wealth Management held 18,951 shares of Ready Capital worth $33.2K as of Q2 2026.
  • HB Wealth Management bought 5,812 Ready Capital shares in Q2 2026, an estimated $10.2K.
  • Ready Capital made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1689 holding.
  • HB Wealth Management first reported a position in Ready Capital in Q2 2022 and has held it in 14 quarters since.
  • HB Wealth Management's Ready Capital position peaked at $351K in Q2 2023.
  • 231 funds tracked by Wall St. Rank held Ready Capital as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.