MWA
RC

Medallion Wealth Advisors’s Ready Capital RC Stock Holding History

Medallion Wealth 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
Q3 		– Sell
-624
Closed -$2.73K – 1119
2025
Q2 		$2.73K Hold
624
– – ﹤0.01% 923
2025
Q1 		$3.18K Hold
624
– – ﹤0.01% 856
2024
Q4 		$3.18K Buy
+624
New +$4.49K ﹤0.01% 802

Other funds holding RC

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WAM
Waterfall Asset Management New York $163M AUM 0.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Medallion Wealth Advisors's RC Position: Q3 2025 in Review

Medallion Wealth Advisors sold out of Ready Capital (RC) in Q3 2025, closing a stake of 624 shares — an estimated $2.73K sold.

Medallion Wealth Advisors first reported a position in RC in Q4 2024 and held it in 3 quarters. The position peaked at $3.18K in Q1 2025. 275 funds tracked by Wall St. Rank hold RC as of Q3 2025.

  • Medallion Wealth Advisors reported no remaining Ready Capital position as of Q3 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 624 Ready Capital shares in Q3 2025, an estimated $2.73K.
  • Medallion Wealth Advisors first reported a position in Ready Capital in Q4 2024 and held it in 3 quarters.
  • Medallion Wealth Advisors's Ready Capital position peaked at $3.18K in Q1 2025.
  • 275 funds tracked by Wall St. Rank held Ready Capital as of Q3 2025.

Based on Medallion Wealth Advisors's 13F filing for Q3 2025, filed 24 Apr 2026.