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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
Q2 		$556K Buy
59,255
+12,370
+26% +$118K 0.01% 744
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mount Yale Investment Advisors's RITM Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Rithm Capital (RITM) stake by 26% in Q2 2026, buying an estimated $118K and bringing the position to 59,255 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #744.

Mount Yale Investment Advisors first reported a position in RITM in Q2 2025 and has held it in 5 quarters since. 512 funds tracked by Wall St. Rank hold RITM as of Q2 2026.

  • Mount Yale Investment Advisors held 59,255 shares of Rithm Capital worth $556K as of Q2 2026.
  • Mount Yale Investment Advisors bought 12,370 Rithm Capital shares in Q2 2026, an estimated $118K.
  • Rithm Capital made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #744 holding.
  • Mount Yale Investment Advisors first reported a position in Rithm Capital in Q2 2025 and has held it in 5 quarters since.
  • 512 funds tracked by Wall St. Rank held Rithm Capital as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.