PWMG
RC

Private Wealth Management Group’s Ready Capital RC Stock Holding History

Private Wealth Management Group’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 		$2.43K Buy
1,387
+1,037
+296% +$1.82K ﹤0.01% 1092
2026
Q1 		$567 Sell
350
-281
-45% -$538 ﹤0.01% 1366
2025
Q4 		$1.38K Buy
+631
New +$1.77K ﹤0.01% 1185
2025
Q1 		– Sell
-45
Closed -$307 – 1573
2024
Q4 		$307 Sell
45
-238
-84% -$1.71K ﹤0.01% 1474
2024
Q3 		$2.16K Buy
283
+13
+5% +$110 ﹤0.01% 1030
2024
Q2 		$2.21K Buy
270
+225
+500% +$1.92K ﹤0.01% 1011
2024
Q1 		$411 Hold
45
– – ﹤0.01% 1471
2023
Q4 		$462 Buy
+45
New +$457 ﹤0.01% 1477

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
Geode Capital Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Private Wealth Management Group's RC Position: Q2 2026 in Review

Private Wealth Management Group increased its Ready Capital (RC) stake by 296% in Q2 2026, buying an estimated $1.82K and bringing the position to 1,387 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

Private Wealth Management Group first reported a position in RC in Q4 2023 and has held it in 8 quarters since. 231 funds tracked by Wall St. Rank hold RC as of Q2 2026.

  • Private Wealth Management Group held 1,387 shares of Ready Capital worth $2.43K as of Q2 2026.
  • Private Wealth Management Group bought 1,037 Ready Capital shares in Q2 2026, an estimated $1.82K.
  • Ready Capital made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1092 holding.
  • Private Wealth Management Group first reported a position in Ready Capital in Q4 2023 and has held it in 8 quarters since.
  • 231 funds tracked by Wall St. Rank held Ready Capital as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.