MWM
RC

Mission Wealth Management’s Ready Capital RC Stock Holding History

Mission Wealth Management’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 		$45.6K Buy
26,085
+4,378
+20% +$7.69K ﹤0.01% 1061
2026
Q1 		$35.2K Sell
21,707
-20,820
-49% -$39.8K ﹤0.01% 724
2025
Q4 		$92.7K Sell
42,527
-3
-0% -$8 ﹤0.01% 724
2025
Q3 		$165K Sell
42,530
-12
-0% -$51 ﹤0.01% 684
2025
Q2 		$186K Buy
42,542
+15
+0% +$67 ﹤0.01% 662
2025
Q1 		$216K Sell
42,527
-11,043
-21% -$68.1K 0.01% 628
2024
Q4 		$365K Sell
53,570
-582,745
-92% -$4.19M 0.01% 510
2024
Q3 		$4.86M Sell
636,315
-61,487
-9% -$521K 0.12% 95
2024
Q2 		$5.71M Sell
697,802
-44,611
-6% -$380K 0.15% 84
2024
Q1 		$6.78M Sell
742,413
-6,823
-0.9% -$63.2K 0.18% 83
2023
Q4 		$7.68M Sell
749,236
-413,069
-36% -$4.2M 0.25% 58
2023
Q3 		$11.8M Sell
1,162,305
-120,160
-9% -$1.32M 0.44% 34
2023
Q2 		$14.5M Sell
1,282,465
-180,622
-12% -$1.91M 0.55% 28
2023
Q1 		$14.9M Sell
1,463,087
-281,796
-16% -$3.3M 0.62% 27
2022
Q4 		$19.4M Sell
1,744,883
-26,568
-1% -$320K 0.93% 21
2022
Q3 		$18M Sell
1,771,451
-8,021
-0.5% -$104K 0.95% 20
2022
Q2 		$21.2M Buy
+1,779,472
New +$25.1M 1.12% 18

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

Mission Wealth Management's RC Position: Q2 2026 in Review

Mission Wealth Management increased its Ready Capital (RC) stake by 20% in Q2 2026, buying an estimated $7.69K and bringing the position to 26,085 shares worth $45.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Mission Wealth Management first reported a position in RC in Q2 2022 and has held it in 17 quarters since. The position peaked at $21.2M in Q2 2022. 231 funds tracked by Wall St. Rank hold RC as of Q2 2026.

  • Mission Wealth Management held 26,085 shares of Ready Capital worth $45.6K as of Q2 2026.
  • Mission Wealth Management bought 4,378 Ready Capital shares in Q2 2026, an estimated $7.69K.
  • Ready Capital made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #1061 holding.
  • Mission Wealth Management first reported a position in Ready Capital in Q2 2022 and has held it in 17 quarters since.
  • Mission Wealth Management's Ready Capital position peaked at $21.2M in Q2 2022.
  • 231 funds tracked by Wall St. Rank held Ready Capital as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.