Polymer Capital Management’s Rithm Capital RITM Stock Holding History

Polymer Capital Management’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	$170K	Sell	18,069 -25,723	-59%	-$245K	0.02%	570
2026 Q1	$415K	Buy	43,792 +2,704	+7%	+$28.3K	0.04%	483
2025 Q4	$448K	Buy	41,088 +8,137	+25%	+$89.9K	0.05%	485
2025 Q3	$375K	Sell	32,951 -5,993	-15%	-$72.6K	0.04%	503
2025 Q2	$440K	Sell	38,944 -11,243	-22%	-$124K	0.05%	295
2025 Q1	$575K	Buy	50,187 +29,154	+139%	+$337K	0.15%	140
2024 Q4	$228K	Buy	+21,033	New	+$228K	0.06%	253

Other funds holding RITM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Polymer Capital Management's RITM Position: Q2 2026 in Review

Polymer Capital Management reduced its Rithm Capital (RITM) stake by 59% in Q2 2026, selling an estimated $245K and leaving 18,069 shares worth $170K. The position accounts for 0.02% of the portfolio, ranked #570.

Polymer Capital Management first reported a position in RITM in Q4 2024 and has held it in 7 quarters since. The position peaked at $575K in Q1 2025. 512 funds tracked by Wall St. Rank hold RITM as of Q2 2026.

Polymer Capital Management held 18,069 shares of Rithm Capital worth $170K as of Q2 2026.
Polymer Capital Management sold 25,723 Rithm Capital shares in Q2 2026, an estimated $245K.
Rithm Capital made up 0.02% of Polymer Capital Management's portfolio in Q2 2026, its #570 holding.
Polymer Capital Management first reported a position in Rithm Capital in Q4 2024 and has held it in 7 quarters since.
Polymer Capital Management's Rithm Capital position peaked at $575K in Q1 2025.
512 funds tracked by Wall St. Rank held Rithm Capital as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.