LRI Investments’s Ready Capital RC Stock Holding History

LRI Investments’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	$569	Hold	325	–	–	﹤0.01%	1509
2026 Q1	$527	Buy	325 +104	+47%	+$199	﹤0.01%	1369
2025 Q4	$482	Buy	+221	New	+$619	﹤0.01%	1317

Other funds holding RC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

MCM

Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LRI Investments's RC Position: Q2 2026 in Review

LRI Investments held its Ready Capital (RC) position steady in Q2 2026 at 325 shares worth $569. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

LRI Investments first reported a position in RC in Q4 2025 and has held it in 3 quarters since. 231 funds tracked by Wall St. Rank hold RC as of Q2 2026.

LRI Investments held 325 shares of Ready Capital worth $569 as of Q2 2026.
LRI Investments left its Ready Capital share count unchanged in Q2 2026.
Ready Capital made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1509 holding.
LRI Investments first reported a position in Ready Capital in Q4 2025 and has held it in 3 quarters since.
231 funds tracked by Wall St. Rank held Ready Capital as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.