SFS
RC

Sowell Financial Services’s Ready Capital RC Stock Holding History

Sowell Financial Services’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 		$64.1K Sell
36,639
-1,181
-3% -$2.08K ﹤0.01% 1150
2026
Q1 		$61.3K Sell
37,820
-208
-0.5% -$398 ﹤0.01% 1110
2025
Q4 		$82.9K Sell
38,028
-6,615
-15% -$18.5K ﹤0.01% 1090
2025
Q3 		$173K Sell
44,643
-6,313
-12% -$26.6K 0.01% 1011
2025
Q2 		$223K Sell
50,956
-1,807
-3% -$8.02K 0.01% 915
2025
Q1 		$269K Buy
52,763
+6,591
+14% +$40.6K 0.01% 809
2024
Q4 		$315K Buy
46,172
+1,025
+2% +$7.37K 0.02% 463
2024
Q3 		$356K Sell
45,147
-1,806
-4% -$15.3K 0.02% 483
2024
Q2 		$398K Sell
46,953
-1,470
-3% -$12.5K 0.02% 462
2024
Q1 		$457K Buy
48,423
+345
+0.7% +$3.2K 0.02% 462
2023
Q4 		$507K Sell
48,078
-1,400
-3% -$14.2K 0.03% 426
2023
Q3 		$518K Buy
49,478
+203
+0.4% +$2.23K 0.03% 392
2023
Q2 		$570K Buy
49,275
+683
+1% +$7.21K 0.03% 436
2023
Q1 		$494K Sell
48,592
-69
-0.1% -$807 0.04% 435
2022
Q4 		$562K Buy
48,661
+928
+2% +$11.2K 0.04% 411
2022
Q3 		$504K Sell
47,733
-1,158
-2% -$15K 0.05% 315
2022
Q2 		$603K Buy
48,891
+27,088
+124% +$382K 0.06% 205
2022
Q1 		$328K Sell
21,803
-24,759
-53% -$371K 0.06% 157
2021
Q4 		$728K Sell
46,562
-3,227
-6% -$50.3K 0.04% 376
2021
Q3 		$738K Buy
49,789
+27,709
+125% +$420K 0.05% 337
2021
Q2 		$350K Sell
22,080
-506
-2% -$7.49K 0.02% 457
2021
Q1 		$324K Buy
+22,586
New +$293K 0.01% 814

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 $3.38T AUM 44.17% 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

Sowell Financial Services's RC Position: Q2 2026 in Review

Sowell Financial Services reduced its Ready Capital (RC) stake by 3.1% in Q2 2026, selling an estimated $2.08K and leaving 36,639 shares worth $64.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Sowell Financial Services first reported a position in RC in Q1 2021 and has held it in 22 quarters since. The position peaked at $738K in Q3 2021. 231 funds tracked by Wall St. Rank hold RC as of Q2 2026.

  • Sowell Financial Services held 36,639 shares of Ready Capital worth $64.1K as of Q2 2026.
  • Sowell Financial Services sold 1,181 Ready Capital shares in Q2 2026, an estimated $2.08K.
  • Ready Capital made up ﹤0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1150 holding.
  • Sowell Financial Services first reported a position in Ready Capital in Q1 2021 and has held it in 22 quarters since.
  • Sowell Financial Services's Ready Capital position peaked at $738K in Q3 2021.
  • 231 funds tracked by Wall St. Rank held Ready Capital as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.