Steward Partners Investment Advisory
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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
Q2 		$242K Buy
51,130
+50,268
+5,832% +$273K ﹤0.01% 2124
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 $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Steward Partners Investment Advisory's RWT Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Redwood Trust (RWT) stake by 5,832% in Q2 2026, buying an estimated $273K and bringing the position to 51,130 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #2124.

Steward Partners Investment Advisory first reported a position in RWT in Q1 2018 and has held it in 23 quarters since. 227 funds tracked by Wall St. Rank hold RWT as of Q2 2026.

  • Steward Partners Investment Advisory held 51,130 shares of Redwood Trust worth $242K as of Q2 2026.
  • Steward Partners Investment Advisory bought 50,268 Redwood Trust shares in Q2 2026, an estimated $273K.
  • Redwood Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2124 holding.
  • Steward Partners Investment Advisory first reported a position in Redwood Trust in Q1 2018 and has held it in 23 quarters since.
  • 227 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.