SWM
RC

Spire Wealth Management’s Ready Capital RC Stock Holding History

Spire 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
Q1 		– Sell
-2,300
Closed -$5.01K – 2382
2025
Q4 		$5.01K Sell
2,300
-39,411
-94% -$110K ﹤0.01% 1912
2025
Q3 		$161K Sell
41,711
-17,858
-30% -$75.4K 0.01% 843
2025
Q2 		$260K Sell
59,569
-35,714
-37% -$159K 0.01% 694
2025
Q1 		$485K Buy
95,283
+4,157
+5% +$25.6K 0.02% 566
2024
Q4 		$621K Sell
91,126
-77,355
-46% -$556K 0.02% 501
2024
Q3 		$1.29M Buy
168,481
+220
+0.1% +$1.86K 0.04% 321
2024
Q2 		$1.38M Buy
168,261
+154,419
+1,116% +$1.32M 0.05% 284
2024
Q1 		$126K Sell
13,842
-182,880
-93% -$1.69M ﹤0.01% 921
2023
Q4 		$1.94M Sell
196,722
-22,378
-10% -$227K 0.06% 248
2023
Q3 		$2.22M Sell
219,100
-116,670
-35% -$1.28M 0.08% 204
2023
Q2 		$3.79M Sell
335,770
-90,409
-21% -$954K 0.14% 141
2023
Q1 		$4.33M Buy
426,179
+425,179
+42,518% +$4.97M 0.17% 123
2022
Q4 		$11K Sell
1,000
-645
-39% -$7.76K ﹤0.01% 1582
2022
Q3 		$17K Sell
1,645
-233,418
-99% -$3.02M ﹤0.01% 1391
2022
Q2 		$2.8M Buy
235,063
+231,238
+6,045% +$3.26M 0.12% 165
2022
Q1 		$58K Buy
3,825
+2,052
+116% +$30.8K ﹤0.01% 1395
2021
Q4 		$28K Buy
1,773
+46
+3% +$717 ﹤0.01% 1993
2021
Q3 		$25K Buy
1,727
+46
+3% +$697 ﹤0.01% 1769
2021
Q2 		$27K Buy
+1,681
New +$24.9K ﹤0.01% 1752

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Spire Wealth Management's RC Position: Q1 2026 in Review

Spire Wealth Management sold out of Ready Capital (RC) in Q1 2026, closing a stake of 2,300 shares — an estimated $5.01K sold.

Spire Wealth Management first reported a position in RC in Q2 2021 and held it in 19 quarters. The position peaked at $4.33M in Q1 2023. 242 funds tracked by Wall St. Rank hold RC as of Q1 2026.

  • Spire Wealth Management reported no remaining Ready Capital position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 2,300 Ready Capital shares in Q1 2026, an estimated $5.01K.
  • Spire Wealth Management first reported a position in Ready Capital in Q2 2021 and held it in 19 quarters.
  • Spire Wealth Management's Ready Capital position peaked at $4.33M in Q1 2023.
  • 242 funds tracked by Wall St. Rank held Ready Capital as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.