RICHARDSON FINANCIAL SERVICES INC. - Portfolio Stock Holdings
RICHARDSON FINANCIAL SERVICES INC. disclosed 620 stock positions in a recent SEC 13F filing. $174,895,095 of stock holdings were filed, with the largest holdings including AAPL, VUG, and SPYM. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $256,090,825 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
620Est. Stock Holding Value:
$174,895,095Top Stock Holdings By Sector
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Portfolio Stock Holdings - RICHARDSON FINANCIAL SERVICES INC.
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% of Portfolio
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