RF
RC

Roxbury Financial’s Ready Capital RC Stock Holding History

Roxbury Financial’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 		$75 Hold
43
– – ﹤0.01% 406
2026
Q1 		$70 Hold
43
– – ﹤0.01% 387
2025
Q4 		$94 Hold
43
– – ﹤0.01% 367
2025
Q3 		$166 Hold
43
– – ﹤0.01% 363
2025
Q2 		$188 Hold
43
– – ﹤0.01% 360
2025
Q1 		$298 Hold
43
– – ﹤0.01% 344
2024
Q4 		$317 Buy
+43
New +$309 ﹤0.01% 381

Other funds holding RC

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
RQS
Ramsey Quantitative Systems Louisville, Kentucky $112M AUM 16.38% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCMU
Paragon Capital Management (Utah) Provo, Utah $135M AUM 29.99% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM

Roxbury Financial's RC Position: Q2 2026 in Review

Roxbury Financial held its Ready Capital (RC) position steady in Q2 2026 at 43 shares worth $75. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Roxbury Financial first reported a position in RC in Q4 2024 and has held it in 7 quarters since. The position peaked at $317 in Q4 2024. 70 funds tracked by Wall St. Rank hold RC as of Q2 2026.

  • Roxbury Financial held 43 shares of Ready Capital worth $75 as of Q2 2026.
  • Roxbury Financial left its Ready Capital share count unchanged in Q2 2026.
  • Ready Capital made up ﹤0.01% of Roxbury Financial's portfolio in Q2 2026, its #406 holding.
  • Roxbury Financial first reported a position in Ready Capital in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's Ready Capital position peaked at $317 in Q4 2024.
  • 70 funds tracked by Wall St. Rank held Ready Capital as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.