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Westbourne Investment Advisors’s Rithm Capital RITM Stock Holding History

Westbourne Investment 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 		$394K Sell
42,000
-15,000
-26% -$143K 0.11% 83
2026
Q1 		$540K Buy
57,000
+1,500
+3% +$15.7K 0.16% 78
2025
Q4 		$605K Buy
55,500
+1,000
+2% +$11.1K 0.17% 73
2025
Q3 		$621K Buy
54,500
+2,000
+4% +$24.2K 0.17% 72
2025
Q2 		$593K Buy
+52,500
New +$578K 0.18% 72

Other funds holding RITM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Westbourne Investment Advisors's RITM Position: Q2 2026 in Review

Westbourne Investment Advisors reduced its Rithm Capital (RITM) stake by 26% in Q2 2026, selling an estimated $143K and leaving 42,000 shares worth $394K. The position accounts for 0.11% of the portfolio, ranked #83.

Westbourne Investment Advisors first reported a position in RITM in Q2 2025 and has held it in 5 quarters since. The position peaked at $621K in Q3 2025. 510 funds tracked by Wall St. Rank hold RITM as of Q2 2026.

  • Westbourne Investment Advisors held 42,000 shares of Rithm Capital worth $394K as of Q2 2026.
  • Westbourne Investment Advisors sold 15,000 Rithm Capital shares in Q2 2026, an estimated $143K.
  • Rithm Capital made up 0.11% of Westbourne Investment Advisors's portfolio in Q2 2026, its #83 holding.
  • Westbourne Investment Advisors first reported a position in Rithm Capital in Q2 2025 and has held it in 5 quarters since.
  • Westbourne Investment Advisors's Rithm Capital position peaked at $621K in Q3 2025.
  • 510 funds tracked by Wall St. Rank held Rithm Capital as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.