SWGC
RC

Summit Wealth Group (Colorado)’s Ready Capital RC Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio RC Stock Details RC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-14,614
Closed -$148K – 549
2025
Q3 		$148K Buy
+14,614
New +$61.7K 0.02% 476

Other funds holding RC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WAM
Waterfall Asset Management New York $163M AUM 0.31% 1-Year Est. Return
MCM
Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Wealth Group (Colorado)'s RC Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Ready Capital (RC) in Q4 2025, closing a stake of 14,614 shares — an estimated $148K sold.

Summit Wealth Group (Colorado) first reported a position in RC in Q3 2025 and held it in 1 quarter. The position peaked at $148K in Q3 2025. 266 funds tracked by Wall St. Rank hold RC as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Ready Capital position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 14,614 Ready Capital shares in Q4 2025, an estimated $148K.
  • Summit Wealth Group (Colorado) first reported a position in Ready Capital in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Ready Capital position peaked at $148K in Q3 2025.
  • 266 funds tracked by Wall St. Rank held Ready Capital as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.