LC
RWT

Lindbrook Capital’s Redwood Trust RWT Stock Holding History

Lindbrook Capital’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
2025
Q1 		$8.64K Sell
1,423
-466
-25% -$2.99K ﹤0.01% 1713
2024
Q4 		$12.3K Hold
1,889
– – ﹤0.01% 1538
2024
Q3 		$14.6K Sell
1,889
-147
-7% -$1.07K ﹤0.01% 1478
2024
Q2 		$13.2K Buy
2,036
+943
+86% +$5.86K ﹤0.01% 1482
2024
Q1 		$6.96K Buy
1,093
+1,000
+1,075% +$6.53K ﹤0.01% 1750
2023
Q4 		$689 Hold
93
– – ﹤0.01% 2539
2023
Q3 		$663 Hold
93
– – ﹤0.01% 2460
2023
Q2 		$592 Sell
93
-738
-89% -$4.61K ﹤0.01% 2474
2023
Q1 		$5.6K Sell
831
-26
-3% -$195 ﹤0.01% 1809
2022
Q4 		$5.79K Buy
857
+506
+144% +$3.54K ﹤0.01% 1738
2022
Q3 		$2K Buy
+351
New +$2.71K ﹤0.01% 2131
2022
Q2 		– Sell
-301
Closed -$2.77K – 2729
2022
Q1 		$3K Buy
+301
New +$3.43K ﹤0.01% 1870
2020
Q1 		– Sell
-160
Closed -$3K – 1839
2019
Q4 		$3K Hold
160
– – ﹤0.01% 1233
2019
Q3 		$3K Buy
+160
New +$2.68K ﹤0.01% 1207

Other funds holding RWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lindbrook Capital's RWT Position: Q1 2025 in Review

Lindbrook Capital reduced its Redwood Trust (RWT) stake by 25% in Q1 2025, selling an estimated $2.99K and leaving 1,423 shares worth $8.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

Lindbrook Capital first reported a position in RWT in Q3 2019 and has held it in 14 quarters since. The position peaked at $14.6K in Q3 2024. 218 funds tracked by Wall St. Rank hold RWT as of Q1 2025.

  • Lindbrook Capital held 1,423 shares of Redwood Trust worth $8.64K as of Q1 2025.
  • Lindbrook Capital sold 466 Redwood Trust shares in Q1 2025, an estimated $2.99K.
  • Redwood Trust made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1713 holding.
  • Lindbrook Capital first reported a position in Redwood Trust in Q3 2019 and has held it in 14 quarters since.
  • Lindbrook Capital's Redwood Trust position peaked at $14.6K in Q3 2024.
  • 218 funds tracked by Wall St. Rank held Redwood Trust as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.