RICHARDSON FINANCIAL SERVICES INC.
All 13F Filings
- Location
- Medway, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 176,325
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 704 | 176,325 | 13F-HR | RICHARDSON FINANCIAL SERVICES INC. |
| Q1 2026 | 5/1/2026 | 713 | 159,844 | 13F-HR | RICHARDSON FINANCIAL SERVICES INC. |
| Q4 2025 | 1/22/2026 | 698 | 309,371 | 13F-HR | RICHARDSON FINANCIAL SERVICES INC. |
| Q3 2025 | 10/28/2025 | 582 | 161,306 | 13F-HR | RICHARDSON FINANCIAL SERVICES INC. |
| Q2 2025 | 7/25/2025 | 729 | 148,861 | 13F-HR | RICHARDSON FINANCIAL SERVICES INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 79.27 K | 45.0% | 7.491 K | 0 | 7.491 K |
| ETFs | 97.05 K | 55.0% | 8.98 K | 0 | 8.98 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
176,325
Holdings
704
QoQ value change ($000)
16,481
(10.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.