IFG
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Independent Financial Group’s Rithm Capital RITM Stock Holding History

Independent Financial Group’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 		$1.36M Sell
144,702
-5,264
-4% -$50.2K 0.03% 578
2026
Q1 		$1.42M Buy
149,966
+4,941
+3% +$51.7K 0.03% 514
2025
Q4 		$1.58M Buy
145,025
+26,662
+23% +$295K 0.04% 459
2025
Q3 		$1.35M Sell
118,363
-4,774
-4% -$57.8K 0.03% 514
2025
Q2 		$1.39M Sell
123,137
-29,663
-19% -$327K 0.04% 442
2025
Q1 		$1.75M Sell
152,800
-6,123
-4% -$70.8K 0.06% 315
2024
Q4 		$1.72M Sell
158,923
-89,211
-36% -$967K 0.06% 327
2024
Q3 		$2.82M Sell
248,134
-7,170
-3% -$81.6K 0.1% 204
2024
Q2 		$2.79M Sell
255,304
-9,636
-4% -$107K 0.11% 173
2024
Q1 		$2.96M Sell
264,940
-8,038
-3% -$86.4K 0.14% 150
2023
Q4 		$2.92M Buy
272,978
+95,627
+54% +$952K 0.16% 141
2023
Q3 		$1.65M Sell
177,351
-953
-0.5% -$9.39K 0.11% 214
2023
Q2 		$1.67M Sell
178,304
-18,060
-9% -$151K 0.12% 197
2023
Q1 		$1.57M Sell
196,364
-18,935
-9% -$167K 0.13% 183
2022
Q4 		$1.76M Buy
215,299
+5,282
+3% +$44.1K 0.15% 137
2022
Q3 		$1.54M Buy
210,017
+53,116
+34% +$506K 0.14% 148
2022
Q2 		$1.46M Buy
156,901
+42,966
+38% +$451K 0.16% 154
2022
Q1 		$1.25M Buy
113,935
+41,870
+58% +$444K 0.1% 197
2021
Q4 		$772K Buy
72,065
+61,282
+568% +$684K 0.06% 316
2021
Q3 		$119K Hold
10,783
– – 0.01% 695
2021
Q2 		$114K Buy
+10,783
New +$115K 0.01% 691
2020
Q2 		– Sell
-35,408
Closed -$177K – 503
2020
Q1 		$177K Buy
+35,408
New +$513K 0.05% 347

Other funds holding RITM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Financial Group's RITM Position: Q2 2026 in Review

Independent Financial Group reduced its Rithm Capital (RITM) stake by 3.5% in Q2 2026, selling an estimated $50.2K and leaving 144,702 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #578.

Independent Financial Group first reported a position in RITM in Q1 2020 and has held it in 22 quarters since. The position peaked at $2.96M in Q1 2024. 510 funds tracked by Wall St. Rank hold RITM as of Q2 2026.

  • Independent Financial Group held 144,702 shares of Rithm Capital worth $1.36M as of Q2 2026.
  • Independent Financial Group sold 5,264 Rithm Capital shares in Q2 2026, an estimated $50.2K.
  • Rithm Capital made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #578 holding.
  • Independent Financial Group first reported a position in Rithm Capital in Q1 2020 and has held it in 22 quarters since.
  • Independent Financial Group's Rithm Capital position peaked at $2.96M in Q1 2024.
  • 510 funds tracked by Wall St. Rank held Rithm Capital as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.