Ritholtz Wealth Management Banks—Regional

Ritholtz Wealth Management

  • $4.45 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$74B
$5.58 Million 0.13% of portfolio
190,681
Q2 2025 Added 10.3%
$316M
$5.15 Million 0.12% of portfolio
221,966
Q2 2025 Added 377.84%
$77.3B
$5.09 Million 0.11% of portfolio
27,322
Q2 2025 Added 20.96%
$32.2B
$4.12 Million 0.09% of portfolio
49,892
Q2 2025 Reduced 4.22%
$76.4B
$3.96 Million 0.09% of portfolio
932,080
Q2 2025 Reduced 21.43%
$68B
$3.53 Million 0.08% of portfolio
77,989
Q2 2025 Added 35.72%
$8.5B
$3.23 Million 0.07% of portfolio
29,313
Q2 2025 Added 41.44%
$17.8B
$2.46 Million 0.06% of portfolio
71,143
Q2 2025 Added 4.69%
$20B
$2.01 Million 0.05% of portfolio
8,997
Q2 2025 Reduced 2.23%
$13.3B
$1.8 Million 0.04% of portfolio
36,171
Q2 2025 Added 19.98%
$113B
$1.69 Million 0.04% of portfolio
50,159
Q2 2025 Added 8.98%
$134M
$1.13 Million 0.03% of portfolio
68,055
Q2 2025 Added 90.26%
$137B
$980,000 0.02% of portfolio
12,785
Q2 2025 Added 65.82%
$290M
$652,000 0.01% of portfolio
39,596
Q2 2025 Added 22.89%
$81.5B
$631,000 0.01% of portfolio
113,496
Q2 2025 Reduced 4.49%
$165M
$536,000 0.01% of portfolio
38,851
Q2 2025 Added 1.79%
$11.8B
$442,000 0.01% of portfolio
20,886
Q2 2025 Added 19.37%
$23.7B
$440,000 0.01% of portfolio
18,720
Q2 2025 Added 6.18%
$33B
$427,000 0.01% of portfolio
2,203
Q2 2025 Reduced 56.19%
$261M
$411,000 0.01% of portfolio
44,586
Q2 2025 Added 332.2%
$495M
$395,000 0.01% of portfolio
4,245
Q2 2025 Reduced 9.0%
$58.4B
$380,000 0.01% of portfolio
8,860
Q2 2025 Added 31.49%
$232M
$310,000 0.01% of portfolio
10,011
Q2 2025 Reduced 36.22%
$171M
$300,000 0.01% of portfolio
9,314
Q2 2025 New
$221M
$262,000 0.01% of portfolio
13,566
Q2 2025 Reduced 68.3%
$4.98B
$241,000 0.01% of portfolio
6,624
Q2 2025 Added 12.84%
$208M
$163,000 0.0% of portfolio
12,615
Q2 2025 Reduced 59.89%
$312M
$149,000 0.0% of portfolio
10,793
Q2 2025 New
$118M
$126,000 0.0% of portfolio
22,968
Q2 2025 New
$27.5B
$29,000 0.0% of portfolio
10,927
Q2 2025 New
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