SPIA
RC

Steward Partners Investment Advisory’s Ready Capital RC Stock Holding History

Steward Partners Investment Advisory’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
Q1 		– Sell
-6,350
Closed -$43.3K – 4133
2024
Q4 		$43.3K Buy
6,350
+6,150
+3,075% +$44.2K ﹤0.01% 2417
2024
Q3 		$1.53K Buy
+200
New +$1.7K ﹤0.01% 3484
2023
Q4 		– Sell
-1,413
Closed -$14.3K – 3559
2023
Q3 		$14.3K Buy
+1,413
New +$15.5K ﹤0.01% 2453
2021
Q2 		– Sell
-33
Closed -$443 – 7339
2021
Q1 		$443 Buy
+33
New +$428 ﹤0.01% 3355
2020
Q1 		– Sell
-200
Closed -$3K – 2665
2019
Q4 		$3K Buy
+200
New +$3.15K ﹤0.01% 2369

Other funds holding RC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WAM
Waterfall Asset Management New York $179M AUM 12.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Partners Investment Advisory's RC Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of Ready Capital (RC) in Q1 2025, closing a stake of 6,350 shares — an estimated $43.3K sold.

Steward Partners Investment Advisory first reported a position in RC in Q4 2019 and held it in 5 quarters. The position peaked at $43.3K in Q4 2024. 312 funds tracked by Wall St. Rank hold RC as of Q1 2025.

  • Steward Partners Investment Advisory reported no remaining Ready Capital position as of Q1 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 6,350 Ready Capital shares in Q1 2025, an estimated $43.3K.
  • Steward Partners Investment Advisory first reported a position in Ready Capital in Q4 2019 and held it in 5 quarters.
  • Steward Partners Investment Advisory's Ready Capital position peaked at $43.3K in Q4 2024.
  • 312 funds tracked by Wall St. Rank held Ready Capital as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.