LAS
RC

Lloyd Advisory Services’s Ready Capital RC Stock Holding History

Lloyd Advisory 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 		– Sell
-466
Closed -$754 – 923
2026
Q1 		$754 Buy
+466
New +$892 ﹤0.01% 757
2023
Q4 		– Sell
-14,614
Closed -$148K – 293
2023
Q3 		$148K Buy
+14,614
New +$161K 0.05% 246

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

Lloyd Advisory Services's RC Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Ready Capital (RC) in Q2 2026, closing a stake of 466 shares — an estimated $754 sold.

Lloyd Advisory Services first reported a position in RC in Q3 2023 and held it in 2 quarters. The position peaked at $148K in Q3 2023. 231 funds tracked by Wall St. Rank hold RC as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Ready Capital position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 466 Ready Capital shares in Q2 2026, an estimated $754.
  • Lloyd Advisory Services first reported a position in Ready Capital in Q3 2023 and held it in 2 quarters.
  • Lloyd Advisory Services's Ready Capital position peaked at $148K in Q3 2023.
  • 231 funds tracked by Wall St. Rank held Ready Capital as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.