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Waverly Advisors’s Rithm Capital RITM Stock Holding History

Waverly 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
Q1 		$182K Buy
19,240
+3,573
+23% +$37.4K ﹤0.01% 1499
2025
Q4 		$171K Buy
15,667
+478
+3% +$5.28K ﹤0.01% 1398
2025
Q3 		$173K Buy
+15,189
New +$184K ﹤0.01% 1231

Other funds holding RITM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Waverly Advisors's RITM Position: Q1 2026 in Review

Waverly Advisors increased its Rithm Capital (RITM) stake by 23% in Q1 2026, buying an estimated $37.4K and bringing the position to 19,240 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

Waverly Advisors first reported a position in RITM in Q3 2025 and has held it in 3 quarters since. 522 funds tracked by Wall St. Rank hold RITM as of Q1 2026.

  • Waverly Advisors held 19,240 shares of Rithm Capital worth $182K as of Q1 2026.
  • Waverly Advisors bought 3,573 Rithm Capital shares in Q1 2026, an estimated $37.4K.
  • Rithm Capital made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1499 holding.
  • Waverly Advisors first reported a position in Rithm Capital in Q3 2025 and has held it in 3 quarters since.
  • 522 funds tracked by Wall St. Rank held Rithm Capital as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.