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Summit Financial’s Rithm Capital RITM Stock Holding History

Summit Financial’s Portfolio RITM Stock Details RITM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$218K Buy
23,172
+988
+4% +$9.42K ﹤0.01% 1489
2026
Q1 		$210K Buy
22,184
+7,680
+53% +$80.4K ﹤0.01% 1330
2025
Q4 		$162K Buy
14,504
+764
+6% +$8.44K ﹤0.01% 1258
2025
Q3 		$156K Buy
+13,740
New +$166K ﹤0.01% 1209

Other funds holding RITM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Financial's RITM Position: Q2 2026 in Review

Summit Financial increased its Rithm Capital (RITM) stake by 4.5% in Q2 2026, buying an estimated $9.42K and bringing the position to 23,172 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1489.

Summit Financial first reported a position in RITM in Q3 2025 and has held it in 4 quarters since. 512 funds tracked by Wall St. Rank hold RITM as of Q2 2026.

  • Summit Financial held 23,172 shares of Rithm Capital worth $218K as of Q2 2026.
  • Summit Financial bought 988 Rithm Capital shares in Q2 2026, an estimated $9.42K.
  • Rithm Capital made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1489 holding.
  • Summit Financial first reported a position in Rithm Capital in Q3 2025 and has held it in 4 quarters since.
  • 512 funds tracked by Wall St. Rank held Rithm Capital as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.