JWA
RWT

JFS Wealth Advisors’s Redwood Trust RWT Stock Holding History

JFS Wealth Advisors’s Portfolio RWT Stock Details RWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$138 Buy
+29
New +$157 ﹤0.01% 2200
2024
Q2 		– Sell
-5
Closed -$32 – 2036
2024
Q1 		$32 Sell
5
-576
-99% -$3.76K ﹤0.01% 1989
2023
Q4 		$4.31K Buy
+581
New +$4.07K ﹤0.01% 1122

Other funds holding RWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JFS Wealth Advisors's RWT Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Redwood Trust (RWT) in Q2 2026: 29 shares worth $138. The stake represents ﹤0.01% of the portfolio and ranks #2200 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in RWT as recently as Q1 2024.

JFS Wealth Advisors first reported a position in RWT in Q4 2023 and has held it in 3 quarters since. The position peaked at $4.31K in Q4 2023. 227 funds tracked by Wall St. Rank hold RWT as of Q2 2026.

  • JFS Wealth Advisors held 29 shares of Redwood Trust worth $138 as of Q2 2026.
  • Redwood Trust was a new JFS Wealth Advisors position in Q2 2026.
  • Redwood Trust made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2200 holding.
  • JFS Wealth Advisors first reported a position in Redwood Trust in Q4 2023 and has held it in 3 quarters since.
  • JFS Wealth Advisors's Redwood Trust position peaked at $4.31K in Q4 2023.
  • 227 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.