Jones Financial Companies’s Rithm Capital RITM Stock Holding History

Jones Financial Companies’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	$103K	Sell	10,987 -1,013	-8%	-$9.66K	﹤0.01%	2847
2026 Q1	$110K	Sell	12,000 -8,718	-42%	-$91.2K	﹤0.01%	2633
2025 Q4	$226K	Buy	20,718 +10,536	+103%	+$116K	﹤0.01%	1853
2025 Q3	$118K	Buy	10,182 +1,515	+17%	+$18.4K	﹤0.01%	2014
2025 Q2	$98.8K	Buy	8,667 +260	+3%	+$2.86K	﹤0.01%	1943
2025 Q1	$95.8K	Buy	8,407 +1,946	+30%	+$22.5K	﹤0.01%	1790
2024 Q4	$70K	Sell	6,461 -980	-13%	-$10.6K	﹤0.01%	1759
2024 Q3	$84.2K	Buy	7,441 +6,733	+951%	+$76.6K	﹤0.01%	1458
2024 Q2	$7.72K	Buy	+708	New	+$7.84K	﹤0.01%	1836
2023 Q1	–	Sell	-130	Closed	-$1K	–	744
2022 Q4	$1K	Buy	+130	New	+$1.08K	﹤0.01%	699

Other funds holding RITM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies's RITM Position: Q2 2026 in Review

Jones Financial Companies reduced its Rithm Capital (RITM) stake by 8.4% in Q2 2026, selling an estimated $9.66K and leaving 10,987 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #2847.

Jones Financial Companies first reported a position in RITM in Q4 2022 and has held it in 10 quarters since. The position peaked at $226K in Q4 2025. 510 funds tracked by Wall St. Rank hold RITM as of Q2 2026.

Jones Financial Companies held 10,987 shares of Rithm Capital worth $103K as of Q2 2026.
Jones Financial Companies sold 1,013 Rithm Capital shares in Q2 2026, an estimated $9.66K.
Rithm Capital made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2847 holding.
Jones Financial Companies first reported a position in Rithm Capital in Q4 2022 and has held it in 10 quarters since.
Jones Financial Companies's Rithm Capital position peaked at $226K in Q4 2025.
510 funds tracked by Wall St. Rank held Rithm Capital as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.