SF
RWT

Summit Financial’s Redwood Trust RWT Stock Holding History

Summit Financial’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 		$124K Buy
+26,259
New +$143K ﹤0.01% 1554

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 $3.37T AUM 44.26% 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

Summit Financial's RWT Position: Q2 2026 in Review

Summit Financial opened a new position in Redwood Trust (RWT) in Q2 2026: 26,259 shares worth $124K. The stake represents ﹤0.01% of the portfolio and ranks #1554 among its holdings.

227 funds tracked by Wall St. Rank hold RWT as of Q2 2026.

  • Summit Financial held 26,259 shares of Redwood Trust worth $124K as of Q2 2026.
  • Redwood Trust was a new Summit Financial position in Q2 2026.
  • Redwood Trust made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1554 holding.
  • 227 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2026.

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