N.E.W. Advisory Services’s Ready Capital RC Stock Holding History

N.E.W. Advisory Services’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	$6.79K	Buy	3,880 +20	+0.5%	+$35	﹤0.01%	704
2026 Q1	$6.25K	Buy	3,860 +19	+0.5%	+$36	﹤0.01%	704
2025 Q4	$8.37K	Buy	3,841 +160	+4%	+$448	﹤0.01%	642
2025 Q3	$14.2K	Buy	3,681 +104	+3%	+$439	﹤0.01%	521
2025 Q2	$15.6K	Hold	3,577	–	–	﹤0.01%	495
2025 Q1	$18.2K	Buy	+3,577	New	+$22K	﹤0.01%	509

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

N.E.W. Advisory Services's RC Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Ready Capital (RC) stake by 0.52% in Q2 2026, buying an estimated $35 and bringing the position to 3,880 shares worth $6.79K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

N.E.W. Advisory Services first reported a position in RC in Q1 2025 and has held it in 6 quarters since. The position peaked at $18.2K in Q1 2025. 231 funds tracked by Wall St. Rank hold RC as of Q2 2026.

N.E.W. Advisory Services held 3,880 shares of Ready Capital worth $6.79K as of Q2 2026.
N.E.W. Advisory Services bought 20 Ready Capital shares in Q2 2026, an estimated $35.
Ready Capital made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #704 holding.
N.E.W. Advisory Services first reported a position in Ready Capital in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Ready Capital position peaked at $18.2K in Q1 2025.
231 funds tracked by Wall St. Rank held Ready Capital as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.