KPWS
RC

Kestra Private Wealth Services’s Ready Capital RC Stock Holding History

Kestra Private Wealth Services’s Portfolio RC Stock Details RC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.3K Buy
11,573
+49
+0.4% +$86 ﹤0.01% 1795
2026
Q1 		$18.7K Sell
11,524
-33,710
-75% -$64.5K ﹤0.01% 1743
2025
Q4 		$98.6K Buy
+45,234
New +$127K ﹤0.01% 1650

Other funds holding RC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MCM
Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WAM
Waterfall Asset Management New York $163M AUM 0.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kestra Private Wealth Services's RC Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Ready Capital (RC) stake by 0.43% in Q2 2026, buying an estimated $86 and bringing the position to 11,573 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

Kestra Private Wealth Services first reported a position in RC in Q4 2025 and has held it in 3 quarters since. The position peaked at $98.6K in Q4 2025. 231 funds tracked by Wall St. Rank hold RC as of Q2 2026.

  • Kestra Private Wealth Services held 11,573 shares of Ready Capital worth $20.3K as of Q2 2026.
  • Kestra Private Wealth Services bought 49 Ready Capital shares in Q2 2026, an estimated $86.
  • Ready Capital made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1795 holding.
  • Kestra Private Wealth Services first reported a position in Ready Capital in Q4 2025 and has held it in 3 quarters since.
  • Kestra Private Wealth Services's Ready Capital position peaked at $98.6K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held Ready Capital as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.