IEQ Capital’s Ready Capital RC Stock Holding History

IEQ Capital’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 Q3	$384K	Sell	331,074 -135,521	-29%	-$222K	﹤0.01%	1496
2026 Q2	$817K	Buy	466,595 +254,333	+120%	+$447K	﹤0.01%	1197
2026 Q1	$344K	Buy	+212,262	New	+$406K	﹤0.01%	1458
2025 Q4	–	Sell	-13,994	Closed	-$54.2K	–	1979
2025 Q3	$54.2K	Sell	13,994 -30,414	-68%	-$128K	﹤0.01%	1795
2025 Q2	$194K	Buy	44,408 +32,323	+267%	+$143K	﹤0.01%	1617
2025 Q1	$61.5K	Sell	12,085 -2,423	-17%	-$14.9K	﹤0.01%	1536
2024 Q4	$98.9K	Buy	+14,508	New	+$104K	﹤0.01%	1267
2023 Q4	–	Sell	-22,677	Closed	-$229K	–	981
2023 Q3	$229K	Buy	+22,677	New	+$249K	﹤0.01%	802

Other funds holding RC

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Ramsey Quantitative Systems Louisville, Kentucky $109M AUM 10.15% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Quadrant Private Wealth Management Center Valley, Pennsylvania $753M AUM 13.49% 1-Year Est. Return

Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IEQ Capital's RC Position: Q3 2026 in Review

IEQ Capital reduced its Ready Capital (RC) stake by 29% in Q3 2026, selling an estimated $222K and leaving 331,074 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

IEQ Capital first reported a position in RC in Q3 2023 and has held it in 8 quarters since. The position peaked at $817K in Q2 2026. 140 funds tracked by Wall St. Rank hold RC as of Q3 2026.

IEQ Capital held 331,074 shares of Ready Capital worth $384K as of Q3 2026.
IEQ Capital sold 135,521 Ready Capital shares in Q3 2026, an estimated $222K.
Ready Capital made up ﹤0.01% of IEQ Capital's portfolio in Q3 2026, its #1496 holding.
IEQ Capital first reported a position in Ready Capital in Q3 2023 and has held it in 8 quarters since.
IEQ Capital's Ready Capital position peaked at $817K in Q2 2026.
140 funds tracked by Wall St. Rank held Ready Capital as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.