KA
RC

Kovack Advisors’s Ready Capital RC Stock Holding History

Kovack Advisors’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
2025
Q1 		– Sell
-22,681
Closed -$155K – 622
2024
Q4 		$155K Buy
22,681
+697
+3% +$5.01K 0.02% 583
2024
Q3 		$168K Buy
21,984
+607
+3% +$5.15K 0.02% 556
2024
Q2 		$175K Buy
21,377
+2,588
+14% +$22.1K 0.02% 532
2024
Q1 		$172K Buy
18,789
+3,780
+25% +$35K 0.02% 444
2023
Q4 		$154K Buy
+15,009
New +$153K 0.02% 538

Other funds holding RC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WAM
Waterfall Asset Management New York $179M AUM 12.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kovack Advisors's RC Position: Q1 2025 in Review

Kovack Advisors sold out of Ready Capital (RC) in Q1 2025, closing a stake of 22,681 shares — an estimated $155K sold.

Kovack Advisors first reported a position in RC in Q4 2023 and held it in 5 quarters. The position peaked at $175K in Q2 2024. 312 funds tracked by Wall St. Rank hold RC as of Q1 2025.

  • Kovack Advisors reported no remaining Ready Capital position as of Q1 2025 after selling out during the quarter.
  • Kovack Advisors sold 22,681 Ready Capital shares in Q1 2025, an estimated $155K.
  • Kovack Advisors first reported a position in Ready Capital in Q4 2023 and held it in 5 quarters.
  • Kovack Advisors's Ready Capital position peaked at $175K in Q2 2024.
  • 312 funds tracked by Wall St. Rank held Ready Capital as of Q1 2025.

Based on Kovack Advisors's 13F filing for Q1 2025, filed 6 May 2025.