IFWM
RITM icon

Institute for Wealth Management’s Rithm Capital RITM Stock Holding History

Institute for Wealth Management’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
Q1 		– Sell
-55,468
Closed -$605K – 573
2025
Q4 		$605K Buy
55,468
+4,073
+8% +$45K 0.06% 268
2025
Q3 		$585K Buy
51,395
+800
+2% +$9.69K 0.06% 292
2025
Q2 		$571K Buy
50,595
+1,650
+3% +$18.2K 0.06% 286
2025
Q1 		$560K Sell
48,945
-19,600
-29% -$227K 0.07% 272
2024
Q4 		$742K Buy
68,545
+1,647
+2% +$17.8K 0.09% 224
2024
Q3 		$759K Buy
66,898
+322
+0.5% +$3.66K 0.1% 222
2024
Q2 		$726K Buy
66,576
+7,111
+12% +$78.7K 0.1% 211
2024
Q1 		$664K Buy
59,465
+16,704
+39% +$179K 0.09% 232
2023
Q4 		$457K Buy
42,761
+14,627
+52% +$146K 0.07% 288
2023
Q3 		$261K Buy
+28,134
New +$277K 0.05% 376

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Institute for Wealth Management's RITM Position: Q1 2026 in Review

Institute for Wealth Management sold out of Rithm Capital (RITM) in Q1 2026, closing a stake of 55,468 shares — an estimated $605K sold.

Institute for Wealth Management first reported a position in RITM in Q3 2023 and held it in 10 quarters. The position peaked at $759K in Q3 2024. 524 funds tracked by Wall St. Rank hold RITM as of Q1 2026.

  • Institute for Wealth Management reported no remaining Rithm Capital position as of Q1 2026 after selling out during the quarter.
  • Institute for Wealth Management sold 55,468 Rithm Capital shares in Q1 2026, an estimated $605K.
  • Institute for Wealth Management first reported a position in Rithm Capital in Q3 2023 and held it in 10 quarters.
  • Institute for Wealth Management's Rithm Capital position peaked at $759K in Q3 2024.
  • 524 funds tracked by Wall St. Rank held Rithm Capital as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.