SF
RITM icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Summit Financial's RITM Position: Q1 2026 in Review

Summit Financial increased its Rithm Capital (RITM) stake by 53% in Q1 2026, buying an estimated $80.4K and bringing the position to 22,184 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Summit Financial first reported a position in RITM in Q3 2025 and has held it in 3 quarters since. 522 funds tracked by Wall St. Rank hold RITM as of Q1 2026.

  • Summit Financial held 22,184 shares of Rithm Capital worth $210K as of Q1 2026.
  • Summit Financial bought 7,680 Rithm Capital shares in Q1 2026, an estimated $80.4K.
  • Rithm Capital made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1330 holding.
  • Summit Financial first reported a position in Rithm Capital in Q3 2025 and has held it in 3 quarters since.
  • 522 funds tracked by Wall St. Rank held Rithm Capital as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.