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Mount Yale Investment Advisors’s Rithm Capital RITM Stock Holding History

Mount Yale Investment Advisors’s Portfolio RITM Stock Details RITM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$444K Hold
46,885
– – 0.01% 756
2025
Q4 		$523K Hold
46,885
– – 0.03% 453
2025
Q3 		$534K Buy
46,885
+46,680
+22,771% +$566K 0.04% 405
2025
Q2 		$2.31K Buy
+205
New +$2.26K ﹤0.01% 1319

Other funds holding RITM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Mount Yale Investment Advisors's RITM Position: Q1 2026 in Review

Mount Yale Investment Advisors held its Rithm Capital (RITM) position steady in Q1 2026 at 46,885 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #756.

Mount Yale Investment Advisors first reported a position in RITM in Q2 2025 and has held it in 4 quarters since. The position peaked at $534K in Q3 2025. 524 funds tracked by Wall St. Rank hold RITM as of Q1 2026.

  • Mount Yale Investment Advisors held 46,885 shares of Rithm Capital worth $444K as of Q1 2026.
  • Mount Yale Investment Advisors left its Rithm Capital share count unchanged in Q1 2026.
  • Rithm Capital made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #756 holding.
  • Mount Yale Investment Advisors first reported a position in Rithm Capital in Q2 2025 and has held it in 4 quarters since.
  • Mount Yale Investment Advisors's Rithm Capital position peaked at $534K in Q3 2025.
  • 524 funds tracked by Wall St. Rank held Rithm Capital as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.