SW
RC

Simplicity Wealth’s Ready Capital RC Stock Holding History

Simplicity Wealth’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
2025
Q3 		– Sell
-60,000
Closed -$262K – 735
2025
Q2 		$262K Buy
60,000
+30,000
+100% +$133K 0.01% 542
2025
Q1 		$153K Buy
+30,000
New +$185K 0.01% 537
2024
Q4 		– Sell
-30,000
Closed -$229K – 471
2024
Q3 		$229K Sell
30,000
-49
-0.2% -$415 0.02% 448
2024
Q2 		$246K Buy
30,049
+49
+0.2% +$418 0.01% 1021
2024
Q1 		$274K Buy
+30,000
New +$278K 0.01% 951

Other funds holding RC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WAM
Waterfall Asset Management New York $163M AUM 0.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Simplicity Wealth's RC Position: Q3 2025 in Review

Simplicity Wealth sold out of Ready Capital (RC) in Q3 2025, closing a stake of 60,000 shares — an estimated $262K sold.

Simplicity Wealth first reported a position in RC in Q1 2024 and held it in 5 quarters. The position peaked at $274K in Q1 2024. 275 funds tracked by Wall St. Rank hold RC as of Q3 2025.

  • Simplicity Wealth reported no remaining Ready Capital position as of Q3 2025 after selling out during the quarter.
  • Simplicity Wealth sold 60,000 Ready Capital shares in Q3 2025, an estimated $262K.
  • Simplicity Wealth first reported a position in Ready Capital in Q1 2024 and held it in 5 quarters.
  • Simplicity Wealth's Ready Capital position peaked at $274K in Q1 2024.
  • 275 funds tracked by Wall St. Rank held Ready Capital as of Q3 2025.

Based on Simplicity Wealth's 13F filing for Q3 2025, filed 30 Oct 2025.