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Integrated Wealth Concepts’s Rithm Capital RITM Stock Holding History

Integrated Wealth Concepts’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 		$1.26M Buy
132,684
+113,105
+578% +$1.18M 0.01% 995
2025
Q4 		$213K Sell
19,579
-133,920
-87% -$1.48M ﹤0.01% 1491
2025
Q3 		$1.75M Buy
153,499
+7,465
+5% +$90.4K 0.02% 730
2025
Q2 		$1.65M Buy
146,034
+5,741
+4% +$63.3K 0.02% 684
2025
Q1 		$1.61M Buy
140,293
+683
+0.5% +$7.9K 0.02% 638
2024
Q4 		$1.51M Sell
139,610
-676
-0.5% -$7.33K 0.02% 651
2024
Q3 		$1.59M Sell
140,286
-772
-0.5% -$8.78K 0.02% 611
2024
Q2 		$1.54M Sell
141,058
-13,894
-9% -$154K 0.02% 594
2024
Q1 		$1.73M Buy
154,952
+3,326
+2% +$35.7K 0.03% 571
2023
Q4 		$1.62M Buy
151,626
+7
+0% +$70 0.03% 558
2023
Q3 		$1.41M Sell
151,619
-2,690
-2% -$26.5K 0.02% 563
2023
Q2 		$1.44M Buy
154,309
+673
+0.4% +$5.63K 0.02% 561
2023
Q1 		$1.23M Buy
153,636
+132,496
+627% +$1.17M 0.03% 546
2022
Q4 		$173K Sell
21,140
-3,075
-13% -$25.7K ﹤0.01% 955
2022
Q3 		$177K Buy
24,215
+1,259
+5% +$12K 0.01% 883
2022
Q2 		$214K Buy
22,956
+2
+0% +$21 0.01% 879
2022
Q1 		$252K Sell
22,954
-98
-0.4% -$1.04K 0.01% 802
2021
Q4 		$247K Buy
23,052
+2,827
+14% +$31.5K 0.01% 859
2021
Q3 		$222K Buy
+20,225
New +$208K 0.01% 852
2020
Q1 		– Sell
-10,631
Closed -$171K – 468
2019
Q4 		$171K Sell
10,631
-5,108
-32% -$80.2K 0.01% 461
2019
Q3 		$247K Buy
15,739
+2,809
+22% +$42K 0.03% 354
2019
Q2 		$202K Buy
+12,930
New +$211K 0.03% 365

Other funds holding RITM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Integrated Wealth Concepts's RITM Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Rithm Capital (RITM) stake by 578% in Q1 2026, buying an estimated $1.18M and bringing the position to 132,684 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #995.

Integrated Wealth Concepts first reported a position in RITM in Q2 2019 and has held it in 22 quarters since. The position peaked at $1.75M in Q3 2025. 522 funds tracked by Wall St. Rank hold RITM as of Q1 2026.

  • Integrated Wealth Concepts held 132,684 shares of Rithm Capital worth $1.26M as of Q1 2026.
  • Integrated Wealth Concepts bought 113,105 Rithm Capital shares in Q1 2026, an estimated $1.18M.
  • Rithm Capital made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #995 holding.
  • Integrated Wealth Concepts first reported a position in Rithm Capital in Q2 2019 and has held it in 22 quarters since.
  • Integrated Wealth Concepts's Rithm Capital position peaked at $1.75M in Q3 2025.
  • 522 funds tracked by Wall St. Rank held Rithm Capital as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.