Sound Income Strategies’s Ready Capital RC Stock Holding History

Sound Income Strategies’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 Q3	$51.9K	Sell	39,308 -2,116	-5%	-$3.46K	﹤0.01%	474
2026 Q2	$72.5K	Sell	41,424 -776	-2%	-$1.36K	﹤0.01%	479
2026 Q1	$66.3K	Sell	42,200 -2,107	-5%	-$4.03K	﹤0.01%	732
2025 Q4	$102K	Sell	44,307 -3,495	-7%	-$9.79K	﹤0.01%	577
2025 Q3	$165K	Sell	47,802 -10,799	-18%	-$45.6K	0.01%	320
2025 Q2	$256K	Sell	58,601 -1,877	-3%	-$8.33K	0.01%	243
2025 Q1	$308K	Buy	60,478 +59,858	+9,655%	+$369K	0.02%	223
2024 Q4	$4.23K	Hold	620	–	–	﹤0.01%	1027
2024 Q3	$4.73K	Hold	620	–	–	﹤0.01%	962
2024 Q2	$5.07K	Hold	620	–	–	﹤0.01%	941
2024 Q1	$5.66K	Hold	620	–	–	﹤0.01%	885
2023 Q4	$6.36K	Hold	620	–	–	﹤0.01%	836
2023 Q3	$6.27K	Hold	620	–	–	﹤0.01%	693
2023 Q2	$6.99K	Buy	+620	New	+$6.54K	﹤0.01%	665

Other funds holding RC

PCMU

Paragon Capital Management (Utah) Provo, Utah $132M AUM 24.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

MGI

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

TCM

TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sound Income Strategies's RC Position: Q3 2026 in Review

Sound Income Strategies reduced its Ready Capital (RC) stake by 5.1% in Q3 2026, selling an estimated $3.46K and leaving 39,308 shares worth $51.9K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Sound Income Strategies first reported a position in RC in Q2 2023 and has held it in 14 quarters since. The position peaked at $308K in Q1 2025. 23 funds tracked by Wall St. Rank hold RC as of Q3 2026.

Sound Income Strategies held 39,308 shares of Ready Capital worth $51.9K as of Q3 2026.
Sound Income Strategies sold 2,116 Ready Capital shares in Q3 2026, an estimated $3.46K.
Ready Capital made up ﹤0.01% of Sound Income Strategies's portfolio in Q3 2026, its #474 holding.
Sound Income Strategies first reported a position in Ready Capital in Q2 2023 and has held it in 14 quarters since.
Sound Income Strategies's Ready Capital position peaked at $308K in Q1 2025.
23 funds tracked by Wall St. Rank held Ready Capital as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.