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Perennial Investment Advisors’s Rithm Capital RITM Stock Holding History

Perennial 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 		$111K Buy
11,753
+238
+2% +$2.49K 0.01% 499
2025
Q4 		$126K Buy
11,515
+248
+2% +$2.74K 0.01% 489
2025
Q3 		$128K Buy
11,267
+220
+2% +$2.67K 0.01% 471
2025
Q2 		$125K Buy
11,047
+238
+2% +$2.62K 0.01% 456
2025
Q1 		$124K Buy
10,809
+222
+2% +$2.57K 0.01% 421
2024
Q4 		$115K Buy
10,587
+233
+2% +$2.52K 0.01% 393
2024
Q3 		$118K Buy
10,354
+213
+2% +$2.42K 0.02% 384
2024
Q2 		$111K Buy
+10,141
New +$112K 0.02% 354

Other funds holding RITM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $46.4B AUM 27.74% 1-Year Est. Return

Perennial Investment Advisors's RITM Position: Q1 2026 in Review

Perennial Investment Advisors increased its Rithm Capital (RITM) stake by 2.1% in Q1 2026, buying an estimated $2.49K and bringing the position to 11,753 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #499.

Perennial Investment Advisors first reported a position in RITM in Q2 2024 and has held it in 8 quarters since. The position peaked at $128K in Q3 2025. 523 funds tracked by Wall St. Rank hold RITM as of Q1 2026.

  • Perennial Investment Advisors held 11,753 shares of Rithm Capital worth $111K as of Q1 2026.
  • Perennial Investment Advisors bought 238 Rithm Capital shares in Q1 2026, an estimated $2.49K.
  • Rithm Capital made up 0.01% of Perennial Investment Advisors's portfolio in Q1 2026, its #499 holding.
  • Perennial Investment Advisors first reported a position in Rithm Capital in Q2 2024 and has held it in 8 quarters since.
  • Perennial Investment Advisors's Rithm Capital position peaked at $128K in Q3 2025.
  • 523 funds tracked by Wall St. Rank held Rithm Capital as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.