Robertson Stephens Wealth Management’s Ready Capital RC Stock Holding History

Robertson Stephens Wealth Management’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	$36K	Hold	20,448	–	–	﹤0.01%	639
2026 Q1	$33.3K	Sell	20,448 -7,248	-26%	-$13.9K	﹤0.01%	611
2025 Q4	$60.7K	Sell	27,696 -18,452	-40%	-$51.7K	﹤0.01%	631
2025 Q3	$184K	Hold	46,148	–	–	0.01%	516
2025 Q2	$207K	Buy	46,148 +7,248	+19%	+$32.2K	0.01%	528
2025 Q1	$203K	Sell	38,900 -63,312	-62%	-$390K	0.01%	528
2024 Q4	$723K	Sell	102,212 -11,720	-10%	-$84.2K	0.03%	299
2024 Q3	$898K	Sell	113,932 -10,250	-8%	-$86.9K	0.03%	298
2024 Q2	$1.05M	Sell	124,182 -7,248	-6%	-$61.8K	0.05%	221
2024 Q1	$1.24M	Buy	+131,430	New	+$1.22M	0.07%	208

Other funds holding RC

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

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 Malvern, Pennsylvania $4.68T AUM

MCM

Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Robertson Stephens Wealth Management's RC Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its Ready Capital (RC) position steady in Q2 2026 at 20,448 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Robertson Stephens Wealth Management first reported a position in RC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.24M in Q1 2024. 231 funds tracked by Wall St. Rank hold RC as of Q2 2026.

Robertson Stephens Wealth Management held 20,448 shares of Ready Capital worth $36K as of Q2 2026.
Robertson Stephens Wealth Management left its Ready Capital share count unchanged in Q2 2026.
Ready Capital made up ﹤0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #639 holding.
Robertson Stephens Wealth Management first reported a position in Ready Capital in Q1 2024 and has held it in 10 quarters since.
Robertson Stephens Wealth Management's Ready Capital position peaked at $1.24M in Q1 2024.
231 funds tracked by Wall St. Rank held Ready Capital as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.