Valeo Financial Advisors’s Rithm Capital RITM Stock Holding History

Valeo Financial Advisors’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
2026 Q2	$204K	Buy	+21,722	New	+$207K	﹤0.01%	757
2025 Q3	–	Sell	-19,063	Closed	-$215K	–	880
2025 Q2	$215K	Buy	+19,063	New	+$210K	0.01%	688
2025 Q1	–	Sell	-18,795	Closed	-$204K	–	755
2024 Q4	$204K	Hold	18,795	–	–	0.01%	662
2024 Q3	$213K	Hold	18,795	–	–	0.01%	636
2024 Q2	$205K	Hold	18,795	–	–	0.01%	604
2024 Q1	$209K	Hold	18,795	–	–	0.01%	597
2023 Q4	$201K	Sell	18,795 -10	-0.1%	-$100	0.01%	593
2023 Q3	$175K	Buy	+18,805	New	+$185K	0.01%	574
2023 Q2	–	Sell	-19,598	Closed	-$157K	–	663
2023 Q1	$157K	Buy	+19,598	New	+$172K	0.01%	564
2022 Q3	–	Sell	-17,855	Closed	-$166K	–	533
2022 Q2	$166K	Buy	17,855 +355	+2%	+$3.73K	0.01%	444
2022 Q1	$192K	Hold	17,500	–	–	0.01%	550
2021 Q4	$187K	Hold	17,500	–	–	0.01%	523
2021 Q3	$192K	Hold	17,500	–	–	0.01%	505
2021 Q2	$185K	Hold	17,500	–	–	0.01%	449
2021 Q1	$197K	Sell	17,500 -200	-1%	-$2.04K	0.01%	445
2020 Q4	$176K	Buy	17,700 +200	+1%	+$1.77K	0.01%	442
2020 Q3	$139K	Hold	17,500	–	–	0.01%	403
2020 Q2	$130K	Buy	+17,500	New	+$113K	0.01%	419
2018 Q4	–	Sell	-61	Closed	-$1.03K	–	1687
2018 Q3	$1K	Hold	61	–	–	﹤0.01%	1673
2018 Q2	$1K	Hold	61	–	–	﹤0.01%	1506
2018 Q1	$1K	Hold	61	–	–	﹤0.01%	1459
2017 Q4	$1K	Buy	+61	New	+$1.07K	﹤0.01%	1310

Other funds holding RITM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Valeo Financial Advisors's RITM Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Rithm Capital (RITM) in Q2 2026: 21,722 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #757 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in RITM as recently as Q2 2025.

Valeo Financial Advisors first reported a position in RITM in Q4 2017 and has held it in 22 quarters since. The position peaked at $215K in Q2 2025. 512 funds tracked by Wall St. Rank hold RITM as of Q2 2026.

Valeo Financial Advisors held 21,722 shares of Rithm Capital worth $204K as of Q2 2026.
Rithm Capital was a new Valeo Financial Advisors position in Q2 2026.
Rithm Capital made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #757 holding.
Valeo Financial Advisors first reported a position in Rithm Capital in Q4 2017 and has held it in 22 quarters since.
Valeo Financial Advisors's Rithm Capital position peaked at $215K in Q2 2025.
512 funds tracked by Wall St. Rank held Rithm Capital as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.