SVB Wealth’s Rithm Capital RITM Stock Holding History

SVB Wealth’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 Q2	–	Sell	-4,995	Closed	-$57.2K	–	1374
2025 Q1	$57.2K	Buy	+4,995	New	+$57.8K	﹤0.01%	509
2024 Q2	–	Sell	-11,925	Closed	-$133K	–	807
2024 Q1	$133K	Sell	11,925 -4,090	-26%	-$43.9K	﹤0.01%	801
2023 Q4	$171K	Sell	16,015 -1,864	-10%	-$18.6K	﹤0.01%	796
2023 Q3	$166K	Sell	17,879 -2,311	-11%	-$22.8K	﹤0.01%	767
2023 Q2	$189K	Sell	20,190 -20,195	-50%	-$169K	﹤0.01%	830
2023 Q1	$323K	Buy	40,385 +1,172	+3%	+$10.3K	﹤0.01%	686
2022 Q4	$320K	Buy	+39,213	New	+$327K	﹤0.01%	722
2021 Q3	–	Sell	-29,446	Closed	-$312K	–	1037
2021 Q2	$312K	Buy	29,446 +5,071	+21%	+$53.9K	﹤0.01%	743
2021 Q1	$274K	Buy	+24,375	New	+$248K	﹤0.01%	724
2017 Q3	–	Sell	-305,700	Closed	-$4.76M	–	478
2017 Q2	$4.76M	Buy	+305,700	New	+$5.06M	0.19%	110

Other funds holding RITM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SVB Wealth's RITM Position: Q2 2025 in Review

SVB Wealth sold out of Rithm Capital (RITM) in Q2 2025, closing a stake of 4,995 shares — an estimated $57.2K sold.

SVB Wealth first reported a position in RITM in Q2 2017 and held it in 10 quarters. The position peaked at $4.76M in Q2 2017. 521 funds tracked by Wall St. Rank hold RITM as of Q2 2025.

SVB Wealth reported no remaining Rithm Capital position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 4,995 Rithm Capital shares in Q2 2025, an estimated $57.2K.
SVB Wealth first reported a position in Rithm Capital in Q2 2017 and held it in 10 quarters.
SVB Wealth's Rithm Capital position peaked at $4.76M in Q2 2017.
521 funds tracked by Wall St. Rank held Rithm Capital as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.