PP
RC

PDS Planning’s Ready Capital RC Stock Holding History

PDS Planning’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
Q1 		– Sell
-22,668
Closed -$49.4K – 586
2025
Q4 		$49.4K Buy
+22,668
New +$63.5K ﹤0.01% 546

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PDS Planning's RC Position: Q1 2026 in Review

PDS Planning sold out of Ready Capital (RC) in Q1 2026, closing a stake of 22,668 shares — an estimated $49.4K sold.

PDS Planning first reported a position in RC in Q4 2025 and held it in 1 quarter. The position peaked at $49.4K in Q4 2025. 242 funds tracked by Wall St. Rank hold RC as of Q1 2026.

  • PDS Planning reported no remaining Ready Capital position as of Q1 2026 after selling out during the quarter.
  • PDS Planning sold 22,668 Ready Capital shares in Q1 2026, an estimated $49.4K.
  • PDS Planning first reported a position in Ready Capital in Q4 2025 and held it in 1 quarter.
  • PDS Planning's Ready Capital position peaked at $49.4K in Q4 2025.
  • 242 funds tracked by Wall St. Rank held Ready Capital as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.