PA
RWT

Pinnacle Associates’s Redwood Trust RWT Stock Holding History

Pinnacle Associates’s Portfolio RWT Stock Details RWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-19,852
Closed -$115K – 948
2025
Q3 		$115K Buy
19,852
+602
+3% +$3.6K ﹤0.01% 851
2025
Q2 		$114K Buy
19,250
+8,118
+73% +$46.1K ﹤0.01% 831
2025
Q1 		$67.6K Buy
+11,132
New +$71.4K ﹤0.01% 815
2024
Q3 		– Sell
-12,296
Closed -$79.8K – 838
2024
Q2 		$79.8K Buy
+12,296
New +$76.4K ﹤0.01% 796

Other funds holding RWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Pinnacle Associates's RWT Position: Q4 2025 in Review

Pinnacle Associates sold out of Redwood Trust (RWT) in Q4 2025, closing a stake of 19,852 shares — an estimated $115K sold.

Pinnacle Associates first reported a position in RWT in Q2 2024 and held it in 4 quarters. The position peaked at $115K in Q3 2025. 213 funds tracked by Wall St. Rank hold RWT as of Q4 2025.

  • Pinnacle Associates reported no remaining Redwood Trust position as of Q4 2025 after selling out during the quarter.
  • Pinnacle Associates sold 19,852 Redwood Trust shares in Q4 2025, an estimated $115K.
  • Pinnacle Associates first reported a position in Redwood Trust in Q2 2024 and held it in 4 quarters.
  • Pinnacle Associates's Redwood Trust position peaked at $115K in Q3 2025.
  • 213 funds tracked by Wall St. Rank held Redwood Trust as of Q4 2025.

Based on Pinnacle Associates's 13F filing for Q4 2025, filed 5 Feb 2026.