TWD
RC

True Wealth Design’s Ready Capital RC Stock Holding History

True Wealth Design’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
2026
Q2 		$2.74K Buy
1,563
+780
+100% +$1.37K ﹤0.01% 1564
2026
Q1 		$1.27K Buy
+783
New +$1.5K ﹤0.01% 1721
2025
Q4 		– Sell
-26
Closed -$101 – 2772
2025
Q3 		$101 Sell
26
-746
-97% -$3.15K ﹤0.01% 2444
2025
Q2 		$3.37K Buy
772
+735
+1,986% +$3.26K ﹤0.01% 968
2025
Q1 		$189 Buy
+37
New +$228 ﹤0.01% 1984

Other funds holding RC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
WAM
Waterfall Asset Management New York $163M AUM 0.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

True Wealth Design's RC Position: Q2 2026 in Review

True Wealth Design increased its Ready Capital (RC) stake by 100% in Q2 2026, buying an estimated $1.37K and bringing the position to 1,563 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

True Wealth Design first reported a position in RC in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.37K in Q2 2025. 231 funds tracked by Wall St. Rank hold RC as of Q2 2026.

  • True Wealth Design held 1,563 shares of Ready Capital worth $2.74K as of Q2 2026.
  • True Wealth Design bought 780 Ready Capital shares in Q2 2026, an estimated $1.37K.
  • Ready Capital made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1564 holding.
  • True Wealth Design first reported a position in Ready Capital in Q1 2025 and has held it in 5 quarters since.
  • True Wealth Design's Ready Capital position peaked at $3.37K in Q2 2025.
  • 231 funds tracked by Wall St. Rank held Ready Capital as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.