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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return