UAG
RC

United Advisor Group’s Ready Capital RC Stock Holding History

United Advisor Group’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
Q1 		– Sell
-15,750
Closed -$107K – 381
2024
Q4 		$107K Sell
15,750
-4,000
-20% -$28.7K 0.02% 360
2024
Q3 		$151K Buy
+19,750
New +$167K 0.03% 338

Other funds holding RC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WAM
Waterfall Asset Management New York $179M AUM 12.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Advisor Group's RC Position: Q1 2025 in Review

United Advisor Group sold out of Ready Capital (RC) in Q1 2025, closing a stake of 15,750 shares — an estimated $107K sold.

United Advisor Group first reported a position in RC in Q3 2024 and held it in 2 quarters. The position peaked at $151K in Q3 2024. 312 funds tracked by Wall St. Rank hold RC as of Q1 2025.

  • United Advisor Group reported no remaining Ready Capital position as of Q1 2025 after selling out during the quarter.
  • United Advisor Group sold 15,750 Ready Capital shares in Q1 2025, an estimated $107K.
  • United Advisor Group first reported a position in Ready Capital in Q3 2024 and held it in 2 quarters.
  • United Advisor Group's Ready Capital position peaked at $151K in Q3 2024.
  • 312 funds tracked by Wall St. Rank held Ready Capital as of Q1 2025.

Based on United Advisor Group's 13F filing for Q1 2025, filed 21 Apr 2025.