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Summit Wealth Group (Colorado)’s Rithm Capital RITM Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-10,327
Closed -$188K – 555
2025
Q3 		$188K Buy
+10,327
New +$125K 0.02% 471

Other funds holding RITM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Rithm Capital (RITM) in Q4 2025, closing a stake of 10,327 shares — an estimated $188K sold.

Summit Wealth Group (Colorado) first reported a position in RITM in Q3 2025 and held it in 1 quarter. The position peaked at $188K in Q3 2025. 545 funds tracked by Wall St. Rank hold RITM as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Rithm Capital position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 10,327 Rithm Capital shares in Q4 2025, an estimated $188K.
  • Summit Wealth Group (Colorado) first reported a position in Rithm Capital in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Rithm Capital position peaked at $188K in Q3 2025.
  • 545 funds tracked by Wall St. Rank held Rithm Capital as of Q4 2025.

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