Kestra Private Wealth Services’s Rithm Capital RITM Stock Holding History

Kestra Private Wealth Services’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	$216K	Buy	22,791 +81	+0.4%	+$848	﹤0.01%	1601
2025 Q4	$248K	Buy	22,710 +1,312	+6%	+$14.5K	﹤0.01%	1508
2025 Q3	$244K	Sell	21,398 -336	-2%	-$4.07K	﹤0.01%	1470
2025 Q2	$245K	Buy	+21,734	New	+$239K	﹤0.01%	1405
2022 Q1	–	Sell	-12,355	Closed	-$132K	–	1050
2021 Q4	$132K	Buy	+12,355	New	+$138K	0.01%	948
2021 Q3	–	Sell	-15,063	Closed	-$160K	–	960
2021 Q2	$160K	Buy	+15,063	New	+$160K	0.01%	835
2020 Q4	–	Sell	-17,662	Closed	-$140K	–	773
2020 Q3	$140K	Buy	+17,662	New	+$136K	0.01%	628

Other funds holding RITM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Kestra Private Wealth Services's RITM Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Rithm Capital (RITM) stake by 0.36% in Q1 2026, buying an estimated $848 and bringing the position to 22,791 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

Kestra Private Wealth Services first reported a position in RITM in Q3 2020 and has held it in 7 quarters since. The position peaked at $248K in Q4 2025. 522 funds tracked by Wall St. Rank hold RITM as of Q1 2026.

Kestra Private Wealth Services held 22,791 shares of Rithm Capital worth $216K as of Q1 2026.
Kestra Private Wealth Services bought 81 Rithm Capital shares in Q1 2026, an estimated $848.
Rithm Capital made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1601 holding.
Kestra Private Wealth Services first reported a position in Rithm Capital in Q3 2020 and has held it in 7 quarters since.
Kestra Private Wealth Services's Rithm Capital position peaked at $248K in Q4 2025.
522 funds tracked by Wall St. Rank held Rithm Capital as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.