SPIA
RWT

Steward Partners Investment Advisory’s Redwood Trust RWT Stock Holding History

Steward Partners Investment Advisory’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
2026
Q1 		$4.84K Buy
862
+28
+3% +$162 ﹤0.01% 3810
2025
Q4 		$4.61K Sell
834
-436
-34% -$2.4K ﹤0.01% 3718
2025
Q3 		$7.35K Sell
1,270
-6,308
-83% -$37.7K ﹤0.01% 3526
2025
Q2 		$44.8K Hold
7,578
– – ﹤0.01% 2533
2025
Q1 		$46K Hold
7,578
– – ﹤0.01% 2428
2024
Q4 		$49.5K Hold
7,578
– – ﹤0.01% 2339
2024
Q3 		$58.6K Hold
7,578
– – ﹤0.01% 2148
2024
Q2 		$49.2K Buy
7,578
+1,568
+26% +$9.74K ﹤0.01% 2111
2024
Q1 		$38.3K Sell
6,010
-1,226
-17% -$8.01K ﹤0.01% 2234
2023
Q4 		$53.6K Sell
7,236
-6,601
-48% -$46.3K ﹤0.01% 1957
2023
Q3 		$98.7K Buy
13,837
+1,722
+14% +$12.7K ﹤0.01% 1572
2023
Q2 		$77.2K Buy
12,115
+1,415
+13% +$8.84K ﹤0.01% 1701
2023
Q1 		$72.1K Buy
10,700
+156
+1% +$1.17K ﹤0.01% 1714
2022
Q4 		$71.3K Buy
10,544
+906
+9% +$6.33K ﹤0.01% 1694
2022
Q3 		$55K Buy
9,638
+31
+0.3% +$240 ﹤0.01% 1741
2022
Q2 		$74K Buy
9,607
+3,221
+50% +$29.6K ﹤0.01% 1624
2022
Q1 		$67K Buy
6,386
+1,927
+43% +$21.9K ﹤0.01% 1768
2021
Q4 		$59K Buy
4,459
+428
+11% +$5.79K ﹤0.01% 1828
2021
Q3 		$52K Buy
4,031
+3,031
+303% +$37.1K ﹤0.01% 1877
2021
Q2 		$12K Buy
1,000
+134
+15% +$1.5K ﹤0.01% 5730
2021
Q1 		$9.02K Buy
+866
New +$8.32K ﹤0.01% 2822
2018
Q2 		– Sell
-57
Closed – – 2533
2018
Q1 		$0 Buy
+57
New +$856 ﹤0.01% 2312

Other funds holding RWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Steward Partners Investment Advisory's RWT Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Redwood Trust (RWT) stake by 3.4% in Q1 2026, buying an estimated $162 and bringing the position to 862 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #3810.

Steward Partners Investment Advisory first reported a position in RWT in Q1 2018 and has held it in 22 quarters since. The position peaked at $98.7K in Q3 2023. 236 funds tracked by Wall St. Rank hold RWT as of Q1 2026.

  • Steward Partners Investment Advisory held 862 shares of Redwood Trust worth $4.84K as of Q1 2026.
  • Steward Partners Investment Advisory bought 28 Redwood Trust shares in Q1 2026, an estimated $162.
  • Redwood Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3810 holding.
  • Steward Partners Investment Advisory first reported a position in Redwood Trust in Q1 2018 and has held it in 22 quarters since.
  • Steward Partners Investment Advisory's Redwood Trust position peaked at $98.7K in Q3 2023.
  • 236 funds tracked by Wall St. Rank held Redwood Trust as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.