Stephens Consulting’s Redwood Trust RWT Stock Holding History

Stephens Consulting’s Portfolio RWT Stock Details RWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-60	Closed	-$365	–	1838
2025 Q1	$365	Buy	+60	New	+$385	﹤0.01%	1240

Other funds holding RWT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stephens Consulting's RWT Position: Q2 2025 in Review

Stephens Consulting sold out of Redwood Trust (RWT) in Q2 2025, closing a stake of 60 shares — an estimated $365 sold.

Stephens Consulting first reported a position in RWT in Q1 2025 and held it in 1 quarter. The position peaked at $365 in Q1 2025. 206 funds tracked by Wall St. Rank hold RWT as of Q2 2025.

Stephens Consulting reported no remaining Redwood Trust position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 60 Redwood Trust shares in Q2 2025, an estimated $365.
Stephens Consulting first reported a position in Redwood Trust in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Redwood Trust position peaked at $365 in Q1 2025.
206 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.